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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 %
CS
1126
Cannell & Spears
New York
$1.06M -$38.2K -249 -3%
ARMT
1127
Amica Retiree Medical Trust
Rhode Island
$1.06M – – –
MAA
1128
Mraz Amerine & Associates
California
$1.06M +$229K +1,490 +28%
RDM
1129
Retirement Design & Management
Connecticut
$1.05M +$1.05M +6,859 New
KCM
1130
Kames Capital Management
United Kingdom
$1.05M -$29.3M -190,769 -97%
JCM
1131
Janney Capital Management
Pennsylvania
$1.05M -$33.8K -220 -3%
EAM
1132
Evanson Asset Management
California
$1.04M +$326K +2,125 +45%
GS
1133
GAM Systematic
United Kingdom
$1.04M +$1.04M +6,803 New
WA
1134
Wheatland Advisors
Pennsylvania
$1.04M – – –
FCIM
1135
Fairview Capital Investment Management
California
$1.04M -$43.1K -281 -4%
CIS
1136
Connors Investor Services
Pennsylvania
$1.04M -$2.17M -14,163 -68%
CPO
1137
Cerity Partners OCIO
New York
$1.04M +$108K +704 +12%
NG
1138
Northstar Group
New York
$1.04M +$1.04M +6,759 New
PCA
1139
Peddock Capital Advisors
Massachusetts
$1.04M -$130K -849 -11%
AI
1140
Accredited Investors
Minnesota
$1.03M -$474K -3,088 -32%
FLPIM
1141
F.L. Putnam Investment Management
Massachusetts
$1.03M -$157K -1,023 -13%
SIG
1142
Schaller Investment Group
North Carolina
$1.02M -$64.1K -418 -6%
GIS
1143
Guardian Investor Services
New York
$1.02M -$34.2K -223 -3%
KTC
1144
Kistler-Tiffany Companies
Pennsylvania
$1.02M -$3.22K -21 -0.3%
MIAN
1145
Mariner Independent Advisor Network
Kansas
$1.02M +$594K +3,873 +140%
NERM
1146
New England Research & Management
Illinois
$1.02M -$7.98K -52 -0.8%
MPAM
1147
Murphy Pohlad Asset Management
Minnesota
$1.01M +$373K +2,434 +59%
CFMC
1148
Curbstone Financial Management Corp
New Hampshire
$1.01M -$70.1K -457 -6%
TCOT
1149
Trust Company of Toledo
Ohio
$1.01M -$15.9K -104 -2%
CCA
1150
Cobblestone Capital Advisors
New York
$1.01M -$48.6K -317 -5%
44 45
46
47 48