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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 %
GIA
1151
Granite Investment Advisors
New Hampshire
$1M -$16.9K -110 -2%
SCP
1152
Sandhill Capital Partners
New York
$1M -$9.67K -63 -1%
DCM
1153
Donaldson Capital Management
Indiana
$999K -$115K -752 -10%
KCPG
1154
Kavar Capital Partners Group
Kansas
$999K -$102K -666 -9%
LPC
1155
Loeb Partners Corp
New York
$995K -$48.2K -314 -5%
PAM
1156
Paradigm Asset Management
New York
$995K +$32.1K +209 +3%
NFG
1157
Next Financial Group
Texas
$994K -$982K -6,402 -50%
OIA
1158
Optimum Investment Advisors
Illinois
$986K -$63.4K -413 -6%
BSW
1159
Buckingham Strategic Wealth
Missouri
$982K -$63.2K -412 -6%
PVWM
1160
Point View Wealth Management
New Jersey
$977K +$277K +1,806 +40%
SSWM
1161
Smith Salley Wealth Management
North Carolina
$973K -$51.7K -337 -5%
PFC
1162
Poplar Forest Capital
California
$972K – – –
CPR
1163
CSU Producer Resources
Ohio
$963K – – –
SAM
1164
Solaris Asset Management
New York
$961K -$32.1K -209 -3%
SAMC
1165
Shinko Asset Management Company
Japan
$960K -$64.2K -419 -6%
KLWA
1166
Kelly Lawrence W & Associates
California
$960K -$8.13K -53 -0.8%
BOS
1167
Bingham Osborn & Scarborough
California
$960K +$41.7K +272 +5%
BWAM
1168
Boyd Watterson Asset Management
Ohio
$957K -$9.67K -63 -1%
CCB
1169
Cutter & Co Brokerage
Missouri
$956K -$35.7K -233 -4%
TCM
1170
Telos Capital Management
California
$954K -$149K -969 -13%
EWA
1171
EP Wealth Advisors
California
$954K +$16.4K +107 +2%
IC
1172
Intersect Capital
California
$954K +$954K +6,218 New
SCA
1173
Stonebridge Capital Advisors
Minnesota
$953K -$102K -663 -10%
HWA
1174
Heritage Wealth Advisors
Virginia
$953K +$201K +1,313 +27%
GIM
1175
Goelzer Investment Management
Indiana
$951K – – –
45 46
47
48 49