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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 %
FHC
1101
First Houston Capital
Texas
$1.12M -$200K -1,307 -15%
MCA
1102
Mercer Capital Advisers
New Jersey
$1.12M +$1.12M +7,271 New
TIA
1103
Trust Investment Advisors
Indiana
$1.11M -$308K -2,007 -22%
CIM
1104
CIM Investment Management
Pennsylvania
$1.11M – – –
LWM
1105
Lyons Wealth Management
Florida
$1.11M +$215K +1,406 +24%
NIM
1106
Northeast Investment Management
Massachusetts
$1.1M -$716K -4,668 -39%
GWM
1107
Greenwich Wealth Management
Connecticut
$1.1M -$76.4K -498 -7%
CL
1108
Choreo LLC
Illinois
$1.1M -$57.1K -372 -5%
DHFB
1109
Dixon Hubard Feinour & Brown
Virginia
$1.1M -$96.3K -628 -8%
BWP
1110
Baldwin Wealth Partners
Massachusetts
$1.09M -$35.7K -233 -3%
JWA
1111
JFS Wealth Advisors
Pennsylvania
$1.09M +$169K +1,101 +18%
EGM
1112
Engineers Gate Manager
New York
$1.09M +$1.09M +7,121 New
BCB
1113
Brian C. Broderick
$1.09M -$28.8K -188 -3%
RCAMU
1114
Rothschild & Co Asset Management US
Connecticut
$1.09M -$253K -1,651 -19%
OC
1115
Oarsman Capital
Wisconsin
$1.09M -$383K -2,494 -26%
TIM
1116
Tortoise Investment Management
New York
$1.08M +$5.98K +39 +0.6%
PI
1117
PineBridge Investments
New York
$1.08M -$69.5K -453 -6%
SAA
1118
Southeast Asset Advisors
Georgia
$1.07M – – –
SFG
1119
SNS Financial Group
Minnesota
$1.07M +$663K +4,326 +164%
GSBTD
1120
Glenview State Bank Trust Department
Illinois
$1.07M -$378K -2,463 -26%
CFA
1121
Capstone Financial Advisors
Illinois
$1.07M -$238K -1,553 -18%
IIM
1122
Intact Investment Management
Quebec, Canada
$1.07M -$96.3K -628 -8%
BCA
1123
Bray Capital Advisors
Florida
$1.06M +$1.06M +6,926 New
PJSIMP
1124
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.06M -$609K -3,973 -37%
WCM
1125
Wunderlich Capital Managemnt
Tennessee
$1.06M +$81.3K +529 +8%
43 44
45
46 47