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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 %
CAM
1026
Cubic Asset Management
Massachusetts
$1.37M +$1.37M +8,939 New
FMWA
1027
Forvis Mazars Wealth Advisors
Missouri
$1.37M +$27.8K +181 +2%
MHS
1028
M Holdings Securities
Oregon
$1.37M +$122K +795 +10%
LCP
1029
LGT Capital Partners
Switzerland
$1.36M +$658K +4,289 +93%
AI
1030
Atria Investments
North Carolina
$1.35M +$165K +1,077 +14%
TL
1031
Tirschwell & Loewy
New York
$1.35M +$209K +1,360 +18%
OPTFSNA
1032
Old Point Trust & Financial Services N A
Virginia
$1.35M +$240K +1,567 +22%
RCAG
1033
Rehmann Capital Advisory Group
Michigan
$1.35M -$201K -1,308 -13%
RCWMU
1034
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.35M – – –
EPM
1035
Equitec Proprietary Markets
Illinois
$1.33M +$1.33M +8,691 New
AA
1036
Ancora Advisors
Ohio
$1.33M -$312K -2,036 -19%
HFM
1037
Hartford Financial Management
Connecticut
$1.33M -$39.7K -259 -3%
UBWV
1038
United Bank (West Virginia)
West Virginia
$1.32M -$226K -1,476 -15%
PHS
1039
Pekin Hardy Strauss
Illinois
$1.3M -$227K -1,479 -15%
Mirae Asset Global Investments
1040
Mirae Asset Global Investments
South Korea
$1.29M -$841K -5,479 -39%
PWP
1041
Private Wealth Partners
California
$1.29M -$1.09M -7,106 -46%
BO
1042
Bank OZK
Arkansas
$1.29M -$140K -913 -10%
CSUI
1043
Cincinnati Specialty Underwriters Insurance
Ohio
$1.28M – – –
LMIM
1044
Lockheed Martin Investment Management
Maryland
$1.28M +$161K +1,046 +14%
AIM
1045
Assured Investment Management
New York
$1.28M +$1.07M +6,950 +490%
AAIM
1046
American Assets Investment Management
California
$1.28M +$1.28M +8,368 New
CA
1047
Callahan Advisors
Texas
$1.28M -$274K -1,787 -18%
SC
1048
Savant Capital
Illinois
$1.28M -$96.5K -629 -7%
SJIM
1049
St. Johns Investment Management
Florida
$1.27M -$59K -385 -4%
SAM
1050
Summit Asset Management
Tennessee
$1.27M -$20.6K -134 -2%
40 41
42
43 44