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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 %
SNBOSD
1251
Security National Bank of So Dak
Iowa
$907K -$57.9K -334 -6%
BOC
1252
Barbara Oil Co
Illinois
$906K – – –
LIC
1253
Lodestar Investment Counsel
Illinois
$902K -$189K -1,090 -17%
ASN
1254
Advisory Services Network
Georgia
$901K +$182K +1,052 +25%
S
1255
SignatureFD
Georgia
$897K +$109K +631 +14%
FCB
1256
First Citizens Bancorporation
South Carolina
$895K -$72.8K -420 -8%
NPF
1257
Norris Perne & French
Michigan
$892K -$70.7K -408 -7%
RHJA
1258
Rice Hall James & Associates
California
$890K -$348K -2,010 -28%
MFW
1259
Meristem Family Wealth
Minnesota
$889K -$36.2K -209 -4%
AL
1260
AJO LP
Pennsylvania
$888K +$888K +5,125 New
FMLI
1261
Fukoku Mutual Life Insurance
Japan
$886K – – –
SCM
1262
Salem Capital Management
Massachusetts
$884K -$18.2K -105 -2%
KWMG
1263
King Wealth Management Group
Florida
$882K -$2.94M -16,956 -77%
FMC
1264
First Merchants Corp
Indiana
$882K -$34.3K -198 -4%
ACM
1265
Ashford Capital Management
Delaware
$878K -$181K -1,046 -17%
FNBOMD
1266
First National Bank of Mount Dora
Florida
$871K -$22.7K -131 -3%
FIM
1267
Fruth Investment Management
Texas
$870K +$18.9K +105 +2%
PFS
1268
Prospera Financial Services
Texas
$870K +$112K +648 +15%
LI
1269
Longer Investments
Arkansas
$869K -$351K -2,024 -29%
JMFC
1270
J.M. Forbes & Co
Massachusetts
$868K -$67.1K -387 -7%
EP
1271
Edgestream Partners
New Jersey
$865K -$712K -4,108 -45%
AA
1272
Apriem Advisors
California
$858K +$6.76K +39 +0.8%
CM
1273
Capital Management
Virginia
$855K +$23.9K +138 +3%
HWA
1274
Heritage Wealth Advisors
Virginia
$853K +$3.47K +20 +0.4%
RC
1275
Reik & Co
New York
$852K +$163K +941 +24%
49 50
51
52 53