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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 %
KFA
1326
Kelleher Financial Advisors
New York
$622K – – –
FCFC
1327
First Commonwealth Financial Corp
Pennsylvania
$620K -$840K -5,477 -58%
VWM
1328
Vector Wealth Management
Minnesota
$619K -$37.4K -244 -6%
NA
1329
NSB Advisors
New York
$616K -$29.6K -193 -5%
IWA
1330
Inspirion Wealth Advisors
Illinois
$611K +$611K +3,983 New
EFSCE
1331
Enterprise Financial Services Corp (EFSC)
Missouri
$610K -$102K -665 -14%
DIA
1332
Davidson Investment Advisors
Montana
$608K -$4.47M -29,171 -88%
Twin Tree Management
1333
Twin Tree Management
Texas
$607K -$79.3K -517 -12%
SC
1334
Saturna Capital
Washington
$606K – – –
SIP
1335
Stoneridge Investment Partners
Pennsylvania
$603K -$5.06M -33,001 -89%
OA
1336
Oxbow Advisors
Texas
$602K – – –
PWMAG
1337
Pinnacle Wealth Management Advisory Group
New Jersey
$592K +$592K +3,863 New
IB
1338
Intrust Bank
Kansas
$584K -$107K -698 -16%
LW
1339
Linscomb Wealth
Texas
$584K -$106K -692 -15%
BCM
1340
Boltwood Capital Management
California
$584K -$67.6K -441 -10%
SIG
1341
Stanford Investment Group
California
$581K +$581K +3,790 New
CWM
1342
Calamos Wealth Management
Illinois
$580K +$580K +3,781 New
TYCC
1343
Texas Yale Capital Corp
Florida
$579K -$493K -3,214 -46%
W
1344
Wealthfront
California
$578K -$230K -1,497 -28%
KJHP
1345
K.J. Harrison & Partners
Ontario, Canada
$578K +$16.4K +107 +3%
MFBTD
1346
MB Financial Bank - Trust Department
Illinois
$573K -$732K -4,770 -56%
AW
1347
ACG Wealth
Georgia
$572K +$184K +1,199 +47%
CG
1348
Clinton Group
New York
$570K +$570K +3,715 New
FWM
1349
Frontier Wealth Management
Missouri
$568K +$568K +3,706 New
ED
1350
Exane Derivatives
France
$566K +$566K +3,689 New
52 53
54
55 56