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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 %
WMSA
1376
Weiss Multi-Strategy Advisers
New York
$596K -$359K -2,071 -38%
SIC
1377
SFE Investment Counsel
California
$596K -$95.1K -549 -14%
SFM
1378
Signature Financial Management
Virginia
$596K +$48.9K +282 +9%
VIMU
1379
Veritas Investment Management (UK)
United Kingdom
$595K -$595K -3,232 Closed
FGA
1380
Flood Gamble Associates
New York
$595K – – –
STI
1381
Susquehanna Trust & Investment
Pennsylvania
$592K -$102K -586 -15%
CTA
1382
Colonial Trust Advisors
South Carolina
$591K +$143K +826 +32%
KBG
1383
Kahn Brothers Group
New York
$591K -$4.51K -26 -0.8%
SCM
1384
Steward Capital Management
Michigan
$590K – – –
NCM
1385
Noesis Capital Mangement
Florida
$588K – – –
HL
1386
HeadInvest LLC
Maine
$586K -$52.3K -302 -8%
CL
1387
CPWM LLC
Washington
$586K +$3.64K +21 +0.6%
HF
1388
Hoxton Financial
West Virginia
$584K – – –
TCM
1389
Tradewinds Capital Management
Washington
$578K -$65.6K -378 -10%
AIC
1390
Atlantic Investment Company
Georgia
$578K +$15.4K +89 +3%
W
1391
Wealthfront
California
$576K +$99.8K +554 +21%
GHAM
1392
Gilman Hill Asset Management
Connecticut
$574K -$93.2K -538 -14%
ZTNA
1393
Zions Trust National Association
Utah
$572K +$13.5K +78 +2%
IT
1394
Investors Trust
Texas
$569K -$197K -1,135 -26%
HCA
1395
Horan Capital Advisors
Ohio
$567K -$17.2K -99 -3%
FGP
1396
Foyston, Gordon, & Payne
Ontario, Canada
$567K – – –
CL
1397
Croft-Leominster
Maryland
$565K +$4.5K +26 +0.8%
BRWM
1398
B. Riley Wealth Management
Tennessee
$562K +$15.8K +91 +3%
PCMC
1399
Paragon Capital Management (Colorado)
Colorado
$561K -$299K -1,725 -35%
GKIM
1400
GW&K Investment Management
Massachusetts
$560K -$45.4K -262 -7%
54 55
56
57 58