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IBM
IBM

Overview Fund Activity

1,725 hedge funds and large institutions have $107B invested in IBM in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 548 increasing their positions, 875 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,725
Holders Change
-4
Holders Change %
-0.23%
% of All Funds
49.61%
Holding in Top 10
166
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-25.23%
% of All Funds
4.77%
New
76
Increased
548
Reduced
875
Closed
71
Calls
$1.43B
Puts
$1.87B
Net Calls
-$444M
Net Calls Change
-$391M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.4B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$330M
3
Renaissance Technologies
Renaissance Technologies
New York
+$262M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$240M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$137M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$546M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$544M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$274M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
5
CIP
Cornerstone Investment Partners
Georgia
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
976
Cubist Systematic Strategies
Connecticut
$2.04M +$2.04M +11,773 New
RG
977
Renaissance Group
Kentucky
$2.04M -$24.5M -141,332 -92%
MCM
978
Maryland Capital Management
Maryland
$2.03M +$18.2K +105 +0.9%
RT
979
Reliance Trust
Georgia
$2.03M -$290K -1,675 -13%
CAG
980
Crestwood Advisors Group
Massachusetts
$2.03M +$424K +2,446 +26%
CA
981
Callahan Advisors
Texas
$2.03M -$2.52M -14,518 -55%
Envestnet Asset Management
982
Envestnet Asset Management
Illinois
$2.02M +$21K +121 +1%
SFSG
983
Stearns Financial Services Group
North Carolina
$2.01M +$4.85K +28 +0.2%
Mackenzie Financial
984
Mackenzie Financial
Ontario, Canada
$2.01M -$14.8M -85,141 -88%
HDIM
985
Hanson & Doremus Investment Management
Vermont
$1.99M -$3.12K -18 -0.2%
OL
986
Orbitronix LP
California
$1.99M – – –
CCM
987
Compton Capital Management
Rhode Island
$1.99M +$66.2K +382 +3%
EM
988
Excalibur Management
Massachusetts
$1.98M +$2.43K +14 +0.1%
WC
989
Whitney & Co
New York
$1.98M +$199K +1,151 +11%
LA
990
Lau Associates
Delaware
$1.98M – – –
ANTB
991
AMG National Trust Bank
Colorado
$1.97M +$91.4K +527 +5%
PCM
992
Palouse Capital Management
Washington
$1.97M -$80K -462 -4%
PAM
993
Paradigm Asset Management
New York
$1.96M -$199K -1,150 -9%
WPC
994
White Pine Capital
Minnesota
$1.95M -$179K -1,031 -8%
AIM
995
Acropolis Investment Management
Missouri
$1.95M +$393K +2,268 +25%
WOC
996
West Oak Capital
California
$1.94M +$5.89K +34 +0.3%
DLCIG
997
D.L. Carlson Investment Group
New Hampshire
$1.94M +$1.32M +7,599 +213%
NSIM
998
North Star Investment Management
Illinois
$1.92M -$159K -915 -8%
HSA
999
HBK Sorce Advisory
Pennsylvania
$1.92M -$51.8K -299 -3%
SSIA
1000
Spero-Smith Investment Advisers
Ohio
$1.92M -$69.5K -401 -4%
38 39
40
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