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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 %
MCM
1301
Maple Capital Management
Vermont
$667K -$417K -2,717 -38%
W
1302
Wealthquest
Ohio
$665K +$665K +4,336 New
HCM
1303
Hutchinson Capital Management
California
$662K -$3.99K -26 -0.6%
BCM
1304
Becker Capital Management
Oregon
$661K -$517K -3,371 -44%
BAM
1305
Brave Asset Management
New Jersey
$659K – – –
NCM
1306
Noesis Capital Mangement
Florida
$658K -$234K -1,523 -26%
EP
1307
Edgestream Partners
New Jersey
$654K +$113K +740 +21%
DLHL
1308
Donald L. Hagan LLC
Florida
$653K +$653K +4,258 New
CRM
1309
Cramer Rosenthal McGlynn
Connecticut
$652K – – –
SMG
1310
Spectrum Management Group
Indiana
$647K – – –
AIA
1311
Alerus Investment Advisors
Minnesota
$644K -$14.1K -92 -2%
MCWS
1312
McKinley Carter Wealth Services
West Virginia
$643K +$465K +3,030 +261%
VFA
1313
Virtus Fund Advisers
Connecticut
$641K – – –
KPA
1314
Keel Point Advisors
Virginia
$638K +$638K +4,161 New
FMC
1315
First Merchants Corp
Indiana
$637K -$145K -946 -19%
MWAC
1316
Mariner Wealth Advisors (Cincinnati)
Ohio
$636K -$342K -2,228 -35%
FUBT
1317
First United Bank & Trust
Maryland
$634K -$6.59K -43 -1%
EWM
1318
Endurance Wealth Management
Rhode Island
$631K -$86.8K -566 -12%
BWP
1319
BSW Wealth Partners
Colorado
$631K – – –
MCM
1320
Monarch Capital Management
Indiana
$630K – – –
BW
1321
Bison Wealth
Georgia
$629K +$629K +4,102 New
TA
1322
TBP Advisors
New York
$628K -$754K -4,916 -55%
SLA
1323
Silver Lake Advisory
Utah
$626K +$7.68K +50 +1%
NFG
1324
Nadler Financial Group
Illinois
$624K -$142K -929 -19%
SAM
1325
Strategy Asset Managers
California
$624K – – –
51 52
53
54 55