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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 %
FSA
1226
Franklin Street Advisors
North Carolina
$1.01M -$9.01K -52 -0.9%
WA
1227
WFG Advisors
Texas
$1.01M -$31.2K -180 -3%
TIA
1228
Tiemann Investment Advisors
California
$1.01M +$30.9K +178 +3%
GLI
1229
Guardian Life Insurance
New York
$1.01M -$35K -202 -3%
BCM
1230
Brown Capital Management
Maryland
$1M – – –
EA
1231
Emerald Advisers
Pennsylvania
$1M -$48.7K -281 -5%
PWM
1232
ParenteBeard Wealth Management
Pennsylvania
$995K – – –
AP
1233
Appleton Partners
Massachusetts
$992K -$25.3K -146 -2%
BCM
1234
Boltwood Capital Management
California
$987K +$288K +1,660 +41%
PIMJS
1235
PKO Investment Management Joint-Stock
Poland
$985K – – –
NAMA
1236
Nikko Asset Management Americas
New York
$981K -$90.8K -523 -8%
RFA
1237
Reilly Financial Advisors
California
$981K +$51.5K +289 +6%
MWM
1238
Modera Wealth Management
New Jersey
$973K +$36.2K +209 +4%
MCM
1239
Marathon Capital Management
Maryland
$959K – – –
MMG
1240
Monetary Management Group
Missouri
$952K -$1.86M -10,711 -66%
MAA
1241
Mraz Amerine & Associates
California
$949K +$618K +3,567 +187%
TA
1242
TBP Advisors
New York
$945K -$544K -3,138 -37%
MC
1243
Muhlenkamp & Co
Pennsylvania
$937K -$78K -450 -8%
CMANY
1244
Capital Management Associates (New York)
New York
$936K -$36.2K -209 -4%
LWM
1245
Lyons Wealth Management
Florida
$935K +$185K +1,062 +25%
NFG
1246
Nadler Financial Group
Illinois
$930K -$13.9K -80 -1%
STMM
1247
South Texas Money Management
Texas
$927K -$38.5K -222 -4%
BIM
1248
Baldwin Investment Management
Pennsylvania
$919K – – –
MBE
1249
Michael B. Elefante
$911K -$12.7K -73 -1%
MBT
1250
Monroe Bank & Trust
Michigan
$910K +$26K +150 +3%
48 49
50
51 52