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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 %
CCA
976
Checchi Capital Advisers
California
$1.55M -$275K -1,796 -15%
TAM
977
Tealwood Asset Management
Minnesota
$1.55M +$236K +1,537 +18%
KA
978
Kerrisdale Advisers
Florida
$1.54M -$39.9K -260 -3%
FFC
979
First Financial Corp
Indiana
$1.53M -$21.8K -142 -1%
HCMNY
980
Howard Capital Management (New York)
New York
$1.53M – – –
ECM
981
EII Capital Management
New York
$1.53M +$1.53M +9,989 New
BO
982
BRR OpCo
Ohio
$1.53M +$83.8K +546 +6%
CAM
983
Congress Asset Management
Massachusetts
$1.53M -$1.38M -9,004 -47%
DT
984
Diversified Trust
Tennessee
$1.53M +$1.53M +9,958 New
WTB
985
Washington Trust Bank
Washington
$1.52M -$1.15M -7,510 -43%
HCM
986
Hall Capital Management
Rhode Island
$1.52M +$1.52M +9,884 New
IAS
987
IMA Advisory Services
Colorado
$1.51M -$32.1K -209 -2%
ANRIA
988
American National Registered Investment Advisor
Texas
$1.51M -$694K -4,522 -31%
AB
989
Atlas Brown
Kentucky
$1.51M -$62.9K -410 -4%
FANJ
990
Financial Architects (New Jersey)
New Jersey
$1.51M +$452K +2,946 +43%
MCM
991
Maryland Capital Management
Maryland
$1.5M -$281K -1,832 -16%
NA
992
Navellier & Associates
Nevada
$1.5M +$187K +1,216 +14%
EHWM
993
Eads & Heald Wealth Management
Georgia
$1.49M -$14K -91 -0.9%
IIM
994
Ipswich Investment Management
Massachusetts
$1.49M -$128K -837 -8%
GP
995
Girard Partners
Pennsylvania
$1.49M -$409K -2,670 -22%
DSI
996
Daiwa SB Investments
Japan
$1.48M -$56.1K -366 -4%
GCM
997
Glynn Capital Management
California
$1.48M – – –
HSA
998
HBK Sorce Advisory
Pennsylvania
$1.48M -$212K -1,382 -13%
CT
999
Coastline Trust
Rhode Island
$1.47M -$449K -2,924 -23%
VCAM
1000
Van Cleef Asset Management
Ohio
$1.47M +$140K +910 +11%
38 39
40
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