IBM icon

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 %
SCP
1176
Seizert Capital Partners
Michigan
$1.16M -$36.2K -209 -3%
HI
1177
Hudock Inc
Pennsylvania
$1.15M -$2.25K -13 -0.2%
DA
1178
Dillon & Associates
Michigan
$1.15M +$4.67K +27 +0.4%
MVA
1179
Mount Vernon Associates
Maryland
$1.15M +$68.1K +393 +6%
AI
1180
Accredited Investors
Minnesota
$1.15M +$76.3K +448 +7%
JWA
1181
JFS Wealth Advisors
Pennsylvania
$1.14M -$247K -1,425 -18%
PMG
1182
ProVise Management Group
Florida
$1.14M +$108K +622 +10%
BSW
1183
Buckingham Strategic Wealth
Missouri
$1.14M -$555K -3,202 -33%
BP
1184
Ballentine Partners
Massachusetts
$1.13M -$69.1K -399 -6%
TCOT
1185
Trust Company of Toledo
Ohio
$1.13M +$13.7K +79 +1%
MGIA
1186
Moneta Group Investment Advisors
Missouri
$1.13M – – –
KTC
1187
Kistler-Tiffany Companies
Pennsylvania
$1.13M -$6.93K -40 -0.6%
MWAC
1188
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.13M -$59.6K -344 -5%
CCB
1189
Cutter & Co Brokerage
Missouri
$1.12M -$35.9K -207 -3%
LWM
1190
LBA Wealth Management
Florida
$1.12M -$9.02K -52 -0.8%
BCB
1191
Brian C. Broderick
$1.11M -$22.2K -128 -2%
AWM
1192
Altavista Wealth Management
North Carolina
$1.11M -$4.5K -26 -0.4%
FANJ
1193
Financial Architects (New Jersey)
New Jersey
$1.11M +$124K +714 +13%
SNBOSCI
1194
Security National Bank of Sioux City Iowa
Iowa
$1.1M -$10.6K -61 -0.9%
AIM
1195
Allen Investment Management
New York
$1.1M – – –
NFG
1196
Next Financial Group
Texas
$1.1M +$1.1M +6,170 New
WCM
1197
Wunderlich Capital Managemnt
Tennessee
$1.1M +$10.2K +59 +0.9%
KLWA
1198
Kelly Lawrence W & Associates
California
$1.1M – – –
PFC
1199
Poplar Forest Capital
California
$1.1M – – –
MPA
1200
Marvin & Palmer Associates
Delaware
$1.1M +$1.1M +6,326 New
46 47
48
49 50