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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 %
OWP
1276
Obermeyer Wealth Partners
Colorado
$715K +$715K +4,663 New
OMC
1277
Overbrook Management Corp
New York
$714K -$1.32M -8,629 -65%
STMM
1278
South Texas Money Management
Texas
$710K +$28.2K +184 +4%
SFA
1279
Sequoia Financial Advisors
Ohio
$708K +$1.84K +12 +0.3%
TCMG
1280
TSP Capital Management Group
New Jersey
$707K -$1.62M – –
BFM
1281
Boothbay Fund Management
New York
$705K +$705K +18,389 New
WG
1282
Welch Group
Alabama
$697K -$613 -4 -0.1%
MTC
1283
McDaniel Terry & Co
Texas
$693K – – –
GW
1284
GW & Wade
Massachusetts
$692K -$2.34M -15,254 -77%
CCS
1285
Crosspoint Capital Strategies
California
$692K +$469K +3,056 +210%
MAM
1286
Mizuho Asset Management
Japan
$691K +$187K +1,219 +37%
KIA
1287
King Investment Advisors
Texas
$690K – – –
FBA
1288
Front Barnett Associates
Illinois
$687K -$1.79M -11,666 -72%
SIC
1289
SFE Investment Counsel
California
$687K +$160K +1,042 +30%
PA
1290
Planning Alternatives
Michigan
$686K – – –
PFS
1291
Prospera Financial Services
Texas
$682K -$85.3K -556 -11%
WEC
1292
Winslow Evans & Crocker
Massachusetts
$680K +$56.1K +366 +9%
KA
1293
KLCM Advisors
Wisconsin
$679K +$21.2K +138 +3%
MWP
1294
MYCIO Wealth Partners
Pennsylvania
$678K +$68.1K +444 +11%
CW
1295
Cobiz Wealth
Colorado
$676K -$12K -78 -2%
FIM
1296
Frontier Investment Management
Texas
$676K +$6.26K +44 +0.9%
TSWM
1297
Triangle Securities Wealth Management
North Carolina
$675K +$25.5K +166 +4%
POA
1298
Pergamon Offshore Advisors
New York
$672K +$672K +4,384 New
FIM
1299
Fruth Investment Management
Texas
$670K -$8.12K -53 -1%
HCP
1300
Holt Capital Partners
Texas
$669K -$72.2K -471 -10%
50 51
52
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