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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 %
FL
1001
Fort LP
Maryland
$1.46M +$1.46M +9,498 New
WRM
1002
Weybosset Research & Management
Rhode Island
$1.45M -$3.55M -23,126 -71%
BBNB
1003
Baker Boyer National Bank
Washington
$1.44M -$23.9K -156 -2%
KWMG
1004
King Wealth Management Group
Florida
$1.44M +$655K +4,272 +84%
QC
1005
QCM Cayman
Texas
$1.43M +$1.17M +7,619 +443%
FSA
1006
Franklin Street Advisors
North Carolina
$1.43M +$466K +3,036 +48%
GIP
1007
Granite Investment Partners
California
$1.43M -$541K -3,527 -27%
CCM
1008
CrestPoint Capital Management
Missouri
$1.43M +$241K +1,569 +20%
AHC
1009
Adell Harriman & Carpenter
Texas
$1.42M -$642K -4,184 -31%
PL
1010
Perpetual Ltd
Australia
$1.42M +$337K +2,197 +31%
ICM
1011
ICC Capital Management
Florida
$1.41M -$1.56M -10,148 -52%
P
1012
Pitcairn
Pennsylvania
$1.41M -$185K -1,209 -12%
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$1.41M -$136K -887 -9%
MMCM
1014
Marque Millennium Capital Management
New York
$1.4M – – –
BONST
1015
Bank of Nova Scotia Trust
Ontario, Canada
$1.4M -$556K -3,625 -28%
HCM
1016
Herndon Capital Management
Georgia
$1.4M -$144M -939,373 -99%
AIIMS
1017
Analyst IMS Investment Management Services
Israel
$1.39M +$1.39M +9,089 New
Mariner
1018
Mariner
Kansas
$1.39M +$101K +662 +8%
KT
1019
Kanaly Trust
Texas
$1.39M +$355K +2,315 +34%
BWM
1020
Baystate Wealth Management
Massachusetts
$1.39M -$213K -1,386 -13%
FMT
1021
First Mercantile Trust
Tennessee
$1.38M – – –
GWCM
1022
Godshalk Welsh Capital Management
Pennsylvania
$1.38M +$1.38M +9,006 New
JIM
1023
Jupiter Investment Management
United Kingdom
$1.38M -$136K -885 -9%
EI
1024
EDMP Inc
Florida
$1.38M -$36K -235 -3%
GVT
1025
Genesee Valley Trust
New York
$1.38M -$156K -1,016 -10%
39 40
41
42 43