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IBM
IBM

Overview Fund Activity

1,725 hedge funds and large institutions have $107B invested in IBM in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 548 increasing their positions, 875 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,725
Holders Change
-4
Holders Change %
-0.23%
% of All Funds
49.61%
Holding in Top 10
166
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-25.23%
% of All Funds
4.77%
New
76
Increased
548
Reduced
875
Closed
71
Calls
$1.43B
Puts
$1.87B
Net Calls
-$444M
Net Calls Change
-$391M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.4B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$330M
3
Renaissance Technologies
Renaissance Technologies
New York
+$262M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$240M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$137M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$546M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$544M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$274M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
5
CIP
Cornerstone Investment Partners
Georgia
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1151
Cobblestone Capital Advisors
New York
$1.26M -$100K -578 -7%
FCIM
1152
Fairview Capital Investment Management
California
$1.26M -$94.1K -543 -7%
TIM
1153
Tortoise Investment Management
New York
$1.25M +$145K +836 +13%
HIC
1154
Harvey Investment Company
Kentucky
$1.25M +$114K +659 +10%
OPTFSNA
1155
Old Point Trust & Financial Services N A
Virginia
$1.25M – – –
CS
1156
Cannell & Spears
New York
$1.24M -$74.9K -432 -6%
KCPG
1157
Kavar Capital Partners Group
Kansas
$1.24M +$2.6K +15 +0.2%
CFMC
1158
Curbstone Financial Management Corp
New Hampshire
$1.24M +$47K +271 +4%
SSWM
1159
Smith Salley Wealth Management
North Carolina
$1.23M +$315K +1,819 +35%
TCM
1160
Telos Capital Management
California
$1.22M -$60.7K -350 -5%
KAH
1161
Kathryn A. Hall
$1.22M +$1.22M +7,039 New
TCMG
1162
TSP Capital Management Group
New Jersey
$1.22M +$1.22M +7,040 New
SAA
1163
Southeast Asset Advisors
Georgia
$1.21M -$9.01K -52 -0.7%
FFA
1164
Fragasso Financial Advisors
Pennsylvania
$1.21M +$63.8K +368 +6%
OIA
1165
Optimum Investment Advisors
Illinois
$1.2M +$73.3K +423 +6%
SAM
1166
Solaris Asset Management
New York
$1.2M -$76K -439 -6%
GIA
1167
Granite Investment Advisors
New Hampshire
$1.2M -$42.5K -245 -3%
ARMT
1168
Amica Retiree Medical Trust
Rhode Island
$1.2M – – –
KT
1169
Kanaly Trust
Texas
$1.19M -$17.7K -102 -1%
NAMP
1170
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.19M -$10.7K -62 -0.9%
EWA
1171
EP Wealth Advisors
California
$1.19M +$92.5K +534 +8%
LC
1172
Loews Corp
New York
$1.18M – – –
SCA
1173
Stonebridge Capital Advisors
Minnesota
$1.18M +$33.8K +195 +3%
WWM
1174
Willingdon Wealth Management
North Carolina
$1.17M -$871K -5,029 -43%
AF
1175
Allworth Financial
California
$1.17M -$15.4K -89 -1%
45 46
47
48 49