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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 %
RC
1251
Reik & Co
New York
$754K – – –
NPF
1252
Norris Perne & French
Michigan
$753K -$16.1K -105 -2%
GCMG
1253
Gyroscope Capital Management Group
Florida
$752K +$752K +4,901 New
SIA
1254
Sit Investment Associates
Minnesota
$750K -$39.9M -260,297 -98%
ASN
1255
Advisory Services Network
Georgia
$750K -$119K -796 -14%
EA
1256
Emerald Advisers
Pennsylvania
$744K +$91.7K +598 +14%
LOAMS
1257
Lombard Odier Asset Management (Switzerland)
Switzerland
$741K -$13.5M -87,439 -95%
LCM
1258
LVM Capital Management
Michigan
$739K -$200K -1,307 -21%
BIM
1259
Baldwin Investment Management
Pennsylvania
$738K -$56.3K -367 -7%
AIM
1260
Avity Investment Management
Connecticut
$738K – – –
SAM
1261
SignalPoint Asset Management
Missouri
$738K +$131K +855 +22%
SIC
1262
Sigma Investment Counselors
Michigan
$737K -$82.3K -537 -10%
BFA
1263
Benedict Financial Advisors
Georgia
$735K +$735K +4,908 New
AWM
1264
AllSquare Wealth Management
New York
$734K +$734K +4,782 New
TNB
1265
Thomasville National Bank
Georgia
$726K -$267K -1,740 -27%
RHJA
1266
Rice Hall James & Associates
California
$726K – – –
MBE
1267
Michael B. Elefante
$725K -$704K -4,590 -49%
MBT
1268
Montecito Bank & Trust
California
$724K +$33.9K +221 +5%
HW
1269
Hancock Whitney
Mississippi
$724K +$63.6K +415 +10%
BFA
1270
Beaumont Financial Advisors
Massachusetts
$723K -$3.22K -21 -0.4%
CEI
1271
Clark Estates Inc
New York
$722K – – –
CI
1272
Cowen Inc
New York
$722K – – –
BEC
1273
Blue Edge Capital
Virginia
$722K – – –
CA
1274
Cortland Associates
Missouri
$718K +$52.9K +345 +8%
TFF
1275
The Family Firm
Maryland
$718K +$718K +4,683 New
49 50
51
52 53