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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 %
FHC
1351
First Heartland Consultants
Missouri
$645K -$1.73K -10 -0.3%
IH
1352
IFC Holdings
Florida
$643K +$84.2K +488 +15%
SIM
1353
Sterling Investment Management
Arizona
$642K -$79.5K -459 -11%
WIC
1354
Woodmont Investment Counsel
Tennessee
$638K -$421K -2,430 -40%
PIM
1355
Perkins Investment Management
Illinois
$636K – – –
LJHT
1356
Laurie J. Hall Trustee
$636K – – –
BT
1357
Bankers Trust
Iowa
$635K -$22.2K -128 -3%
KIM
1358
Karpus Investment Management
New York
$635K – – –
KJHP
1359
K.J. Harrison & Partners
Ontario, Canada
$634K – – –
BBPWM
1360
Blue Bell Private Wealth Management
Pennsylvania
$632K – – –
FNBSF
1361
First National Bank Sioux Falls
South Dakota
$632K +$9.54K +55 +2%
VF
1362
Virtu Financial
New York
$631K -$171K -988 -21%
NCM
1363
Northroad Capital Management
New York
$631K -$34.7K -200 -5%
MWP
1364
MYCIO Wealth Partners
Pennsylvania
$628K +$347 +2 +0.1%
AA
1365
ALPS Advisors
Colorado
$625K +$16.8K +97 +3%
HW
1366
Hancock Whitney
Mississippi
$625K +$143K +826 +30%
JWM
1367
Jacobus Wealth Management
Wisconsin
$624K -$7.11K -41 -1%
MCMT
1368
Moon Capital Management (Tennessee)
Tennessee
$622K -$7.11K -41 -1%
WAM
1369
Winslow Asset Management
Ohio
$619K -$3.99K -23 -0.6%
SSG
1370
Summit Securities Group
New York
$616K +$525K +3,033 +580%
BC
1371
Banced Corp
Illinois
$610K -$4.5K -26 -0.7%
GCA
1372
Greenwood Capital Associates
South Carolina
$607K -$102K -591 -14%
UF
1373
Univest Financial
Pennsylvania
$606K -$1.94M -11,212 -76%
SFI
1374
SPC Financial Inc
Maryland
$601K -$12.8K -74 -2%
GIP
1375
Greatmark Investment Partners
Georgia
$600K -$18.2K -105 -3%
53 54
55
56 57