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IBM
IBM

Overview Fund Activity

1,748 hedge funds and large institutions have $92.4B invested in IBM in 2014 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 477 increasing their positions, 907 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
+43
Holders Change %
+2.52%
% of All Funds
46.65%
Holding in Top 10
93
Holding in Top 10 Change
-82
Holding in Top 10 Change %
-46.86%
% of All Funds
2.48%
New
187
Increased
477
Reduced
907
Closed
124
Calls
$1.45B
Puts
$2.04B
Net Calls
-$586M
Net Calls Change
-$486M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.04B
2
BTS
BB&T Securities
Virginia
+$352M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$333M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$327M
5
AIG
American International Group
New York
+$285M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$524M
2
DSA
Davis Selected Advisers
Arizona
-$380M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$374M
4
Franklin Resources
Franklin Resources
California
-$352M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
926
Redmond Asset Management
Virginia
$1.83M -$1.55M -10,077 -46%
RT
927
Reliance Trust
Georgia
$1.83M +$43K +280 +2%
HR
928
Howe & Rusling
New York
$1.83M -$11.2K -73 -0.6%
MCM
929
MAI Capital Management
Ohio
$1.82M -$175K -1,138 -9%
HB
930
Homrich & Berg
Georgia
$1.81M -$285K -1,861 -14%
PFM
931
Parsec Financial Management
North Carolina
$1.8M -$54.6K -356 -3%
AP
932
Advisor Partners
California
$1.8M -$438K -2,835 -20%
LNB
933
Ledyard National Bank
$1.8M +$156K +1,020 +10%
BOTW
934
Bank of the West
California
$1.79M -$4.14K -27 -0.2%
HDIM
935
Hanson & Doremus Investment Management
Vermont
$1.77M -$4.14K -27 -0.2%
NJBEST
936
New Jersey Better Educational Savings Trust
New Jersey
$1.77M +$1.77M +11,506 New
ALA
937
Atherton Lane Advisers
California
$1.76M -$4.6M -29,961 -72%
HRC
938
Hoertkorn Richard Charles
$1.76M +$201K +1,308 +13%
RG
939
Renaissance Group
Kentucky
$1.76M +$11.2K +73 +0.6%
ACM
940
Argentus Capital Management
Texas
$1.75M -$482K -3,143 -22%
CHAM
941
Clear Harbor Asset Management
Connecticut
$1.75M -$2.34M -15,282 -57%
PMFA
942
Plante Moran Financial Advisors
Michigan
$1.74M -$28.7K -187 -2%
MCM
943
Manchester Capital Management
Vermont
$1.74M -$121K -787 -7%
WPC
944
White Pine Capital
Minnesota
$1.72M -$12.6K -82 -0.7%
B
945
BancorpSouth
Mississippi
$1.72M +$445K +2,900 +35%
WRM
946
Westport Resources Management
Connecticut
$1.71M -$227K -1,483 -12%
CCM
947
Compton Capital Management
Rhode Island
$1.71M +$75.3K +491 +5%
FWM
948
Focused Wealth Management
New York
$1.7M -$113K -738 -6%
LA
949
Lau Associates
Delaware
$1.7M – – –
SAM
950
Symphony Asset Management
California
$1.7M +$1.7M +11,077 New
36 37
38
39 40