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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 %
BTNA
1351
Bremer Trust National Association
Minnesota
$565K -$50.3K -328 -8%
CBB
1352
Citizens Business Bank
California
$563K -$700K -4,566 -55%
FHB
1353
First Hawaiian Bank
Hawaii
$563K -$171K -1,118 -23%
KIM
1354
Karpus Investment Management
New York
$562K – – –
FMLI
1355
Fukoku Mutual Life Insurance
Japan
$560K -$192K -1,255 -26%
LBC
1356
Lawrence B. Cohen
$557K -$21.6K -141 -4%
CTA
1357
Colonial Trust Advisors
South Carolina
$557K +$51.2K +334 +10%
CIP
1358
Cornerstone Investment Partners
Georgia
$555K -$21.3K -139 -4%
TCM
1359
Tradewinds Capital Management
Washington
$553K +$46.6K +304 +9%
BC
1360
Blackhill Capital
New Jersey
$552K +$241K +1,569 +77%
SNBOSCI
1361
Security National Bank of Sioux City Iowa
Iowa
$551K -$430K -2,807 -44%
FNBSF
1362
First National Bank Sioux Falls
South Dakota
$548K -$16.8K -110 -3%
WAM
1363
Winslow Asset Management
Ohio
$548K – – –
SBWIC
1364
Schaper Benz & Wise Investment Counsel
Wisconsin
$547K -$32.8K -214 -6%
PCM
1365
Palisade Capital Management
New Jersey
$545K -$53.1K -346 -9%
TI
1366
Trexquant Investment
Connecticut
$545K +$545K +3,556 New
VNA
1367
Valley National Advisers
Pennsylvania
$544K +$544K +3,034 New
STI
1368
Susquehanna Trust & Investment
Pennsylvania
$543K -$5.42M -35,352 -91%
CAM
1369
Cypress Asset Management
Texas
$542K -$123K -803 -19%
SSG
1370
Summit Securities Group
New York
$541K -$1.83M -11,956 -77%
SFI
1371
SPC Financial Inc
Maryland
$540K +$14.7K +96 +3%
CL
1372
CPWM LLC
Washington
$540K +$16.9K +110 +3%
VAM
1373
Visium Asset Management
New York
$540K +$540K +3,517 New
JMFC
1374
J.M. Forbes & Co
Massachusetts
$539K -$28.1K -186 -5%
BRM
1375
Boston Research & Management
Massachusetts
$539K – – –
53 54
55
56 57