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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 %
SWM
1051
Stockman Wealth Management
Montana
$1.26M +$1.26M +8,210 New
SFSIG
1052
San Francisco Sentry Investment Group
California
$1.26M -$276K -1,799 -18%
CNFG
1053
Creegan & Nassoura Financial Group
New Hampshire
$1.26M +$1.26M +8,200 New
IAS
1054
INR Advisory Services
Pennsylvania
$1.25M +$1.22M +7,969 +3,831%
ANTB
1055
AMG National Trust Bank
Colorado
$1.25M -$459K -2,991 -27%
CYG
1056
Clean Yield Group
Vermont
$1.25M -$42.5K -277 -3%
IIM
1057
Ironwood Investment Management
Massachusetts
$1.25M +$8.9K +58 +0.7%
SCM
1058
SOL Capital Management
Maryland
$1.25M +$32.1K +209 +3%
JCM
1059
Jag Capital Management
Missouri
$1.24M +$1.24M +8,059 New
PC
1060
Palo Capital
California
$1.23M +$1.23M +8,033 New
TCM
1061
Tran Capital Management
California
$1.23M -$301K -1,959 -20%
MCC
1062
Mid Continent Capital
Illinois
$1.22M -$64.1K -418 -5%
FAM
1063
Fenimore Asset Management
New York
$1.22M +$21.6K +141 +2%
PAS
1064
Professional Advisory Services
Florida
$1.22M -$171K -1,114 -12%
RC
1065
Roundview Capital
New Jersey
$1.22M -$5.68K -37 -0.5%
EA
1066
Elm Advisors
California
$1.22M – – –
CA
1067
Cambridge Advisors
Nebraska
$1.22M +$1.22M +7,960 New
RMCM
1068
Reynders McVeigh Capital Management
Massachusetts
$1.22M -$372K -2,426 -23%
MIC
1069
Meridian Investment Counsel
California
$1.21M +$24.1K +157 +2%
HC
1070
Highmount Capital
New York
$1.2M – – –
DMC
1071
Drexel Morgan & Co
Pennsylvania
$1.2M – – –
OA
1072
Outfitter Advisors
Virginia
$1.2M -$48.2K -314 -4%
BDF
1073
Balasa Dinverno & Foltz
$1.19M -$173K -1,127 -13%
RP
1074
Rowlandmiller & Partners
Georgia
$1.19M +$1.19M +7,777 New
Victory Capital Management
1075
Victory Capital Management
Texas
$1.19M +$1.19M +7,767 New
41 42
43
44 45