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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 %
CC
1076
Cadinha & Co
Hawaii
$1.19M -$250K -1,632 -17%
WA
1077
WBH Advisory
Maryland
$1.18M -$28.7K -187 -2%
ICRM
1078
Insight Capital Research & Management
California
$1.18M -$13.2K -86 -1%
MIC
1079
MU Investments Company
Japan
$1.18M +$154K +994 +15%
MM
1080
Meridian Management
Arkansas
$1.17M – – –
QIM
1081
Quantitative Investment Management
Virginia
$1.17M +$1.17M +7,636 New
RHDIC
1082
R.H. Dinel Investment Counsel
California
$1.17M – – –
MVA
1083
Mount Vernon Associates
Maryland
$1.17M +$159K +1,036 +16%
WA
1084
WFG Advisors
Texas
$1.17M +$261K +1,702 +29%
VHAM
1085
Van Hulzen Asset Management
California
$1.15M +$1.15M +7,520 New
GIA
1086
GHP Investment Advisors
Colorado
$1.15M -$168K -1,095 -13%
KBG
1087
Kahn Brothers Group
New York
$1.15M -$16.1K -105 -1%
GC
1088
Garde Capital
Washington
$1.15M +$776K +5,062 +210%
TCOTO
1089
Trust Company of the Ozarks
Missouri
$1.14M +$45.4K +296 +4%
DAM
1090
Delta Asset Management
Tennessee
$1.14M -$138K -900 -11%
EWM
1091
Evermay Wealth Management
Virginia
$1.14M -$24.5K -160 -2%
SBWM
1092
Sunflower Bank Wealth Management
Arizona
$1.14M – – –
BAM
1093
Berkshire Asset Management
Pennsylvania
$1.14M -$53.4K -348 -4%
HIC
1094
Harvey Investment Company
Kentucky
$1.13M – – –
DAM
1095
Doheny Asset Management
California
$1.13M +$157K +1,025 +16%
MC
1096
Middleton & Co
Massachusetts
$1.13M -$40K -261 -3%
FAM
1097
Formidable Asset Management
Ohio
$1.13M -$2.61K -17 -0.2%
FMB
1098
Field & Main Bank
Kentucky
$1.13M -$75.4K -492 -6%
CM
1099
Cornerstone Management
Georgia
$1.12M +$1.12M +7,304 New
SIG
1100
Sky Investment Group
Connecticut
$1.12M -$1.25M -8,148 -53%
42 43
44
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