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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 %
FCCM
1176
First City Capital Management
Georgia
$947K -$6.44K -42 -0.7%
SAM
1177
Sequent Asset Management
Texas
$946K – – –
HI
1178
Hudock Inc
Pennsylvania
$945K -$64.1K -418 -6%
AMG
1179
Asset Management Group
Connecticut
$941K +$5.83K +38 +0.6%
BWA
1180
Burt Wealth Advisors
Maryland
$936K +$936K +6,103 New
UAS
1181
United Asset Strategies
New York
$930K -$62K -404 -6%
ECM
1182
Evergreen Capital Management
Washington
$930K – – –
RIG
1183
Roosevelt Investment Group
New York
$925K -$215K -1,402 -19%
NAMP
1184
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$923K -$72.1K -470 -7%
MIP
1185
Marietta Investment Partners
Wisconsin
$922K – – –
DWM
1186
Destination Wealth Management
California
$918K -$160K -1,046 -15%
BA
1187
Bennicas & Associates
California
$918K +$5.37K +35 +0.6%
BVDMP
1188
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$915K – – –
HCM
1189
Hollencrest Capital Management
California
$914K +$276K +1,798 +43%
NIMI
1190
Natixis Investment Managers International
France
$913K +$685K +4,466 +301%
WCM
1191
Weik Capital Management
Pennsylvania
$911K -$726K -4,733 -44%
CNC
1192
Citizens & Northern Corp
Pennsylvania
$910K -$924K -6,023 -50%
FNB
1193
Farmers National Bank
Kentucky
$909K +$909K +5,923 New
ATC
1194
Argent Trust Co
Tennessee
$904K +$904K +5,899 New
PHIMC
1195
Private Harbour Investment Management & Counsel
Ohio
$902K -$95.3K -622 -10%
MFW
1196
Meristem Family Wealth
Minnesota
$900K -$24.4K -159 -3%
TCM
1197
Tradition Capital Management
New Jersey
$897K -$464K -3,029 -34%
SHGA
1198
Sand Hill Global Advisors
California
$896K -$2.87M -18,701 -76%
CP
1199
Coho Partners
Pennsylvania
$890K -$54.3M -353,932 -98%
PIM
1200
Parasol Investment Management
Illinois
$882K +$307K +2,005 +54%
46 47
48
49 50