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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 %
KFA
1201
Kays Financial Advisory
Georgia
$876K +$163K +1,060 +23%
KL
1202
KWMG LLC
Kansas
$871K +$871K +5,848 New
BOS
1203
Bank of Stockton
California
$870K -$12.3K -80 -1%
SNBOSD
1204
Security National Bank of So Dak
Iowa
$869K +$2.3K +15 +0.3%
BIM
1205
Bridges Investment Management
Nebraska
$868K -$953K -6,213 -52%
REMPR
1206
Roof Eidam Maycock Peralta (REMP)
California
$866K +$866K +5,644 New
NAMA
1207
Nikko Asset Management Americas
New York
$864K – – –
MIH
1208
Madison Investment Holdings
Wisconsin
$861K -$104K -676 -11%
BCM
1209
Brown Capital Management
Maryland
$861K -$12.6K -82 -1%
CPA
1210
Court Place Advisors
Maryland
$858K +$165K +1,077 +24%
MWM
1211
Modera Wealth Management
New Jersey
$855K -$202K -1,314 -19%
HRIA
1212
Haberer Registered Investment Advisor
Ohio
$852K -$591K -3,857 -41%
WA
1213
Wealth Architects
California
$849K +$849K +5,538 New
DA
1214
Dillon & Associates
Michigan
$848K -$84K -549 -9%
IP
1215
Investment Partners
Ohio
$848K +$848K +5,535 New
BP
1216
Ballentine Partners
Massachusetts
$844K -$107K -700 -11%
GLI
1217
Guardian Life Insurance
New York
$842K -$4.91K -32 -0.6%
LWM
1218
LBA Wealth Management
Florida
$832K -$172K -1,124 -17%
AIM
1219
Aspen Investment Management
Michigan
$829K -$84.2K -549 -9%
PMG
1220
ProVise Management Group
Florida
$827K -$213K -1,391 -21%
LA
1221
LVW Advisors
New York
$824K +$824K +5,374 New
CFA
1222
Carroll Financial Associates
North Carolina
$818K -$48K -320 -6%
MC
1223
Muhlenkamp & Co
Pennsylvania
$817K -$12.9K -84 -2%
TCM
1224
Texan Capital Management
Texas
$815K -$545K -3,556 -40%
WIC
1225
Woodmont Investment Counsel
Tennessee
$812K +$470K +3,062 +137%
47 48
49
50 51