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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 %
LIA
1376
LBMC Investment Advisors
Tennessee
$537K +$307 +2 +0.1%
BBPWM
1377
Blue Bell Private Wealth Management
Pennsylvania
$535K -$24.1K -157 -4%
FCH
1378
Freestone Capital Holdings
Washington
$533K -$486K -3,168 -48%
RIG
1379
Renaissance Investment Group
Massachusetts
$532K -$251K -1,638 -32%
FHC
1380
First Heartland Consultants
Missouri
$532K -$39.3K -256 -7%
TC
1381
Telemus Capital
Michigan
$530K -$159K -1,033 -23%
FA
1382
FCG Advisors
New Jersey
$528K -$29.4K -194 -5%
JIM
1383
Jensen Investment Management
Oregon
$526K +$106K +690 +25%
RIM
1384
Reliant Investment Management
Tennessee
$525K -$10.6K -69 -2%
VNB
1385
Valley National Bancorp
New York
$521K -$140K -915 -21%
GHAM
1386
Gilman Hill Asset Management
Connecticut
$521K +$13.2K +86 +3%
RFA
1387
Reilly Financial Advisors
California
$517K -$158K -1,027 -23%
HL
1388
HeadInvest LLC
Maine
$517K +$1.84K +12 +0.4%
AR
1389
Advisory Research
Illinois
$511K -$16.6M -108,007 -97%
GIP
1390
Greatmark Investment Partners
Georgia
$511K -$4.14K -27 -0.8%
IH
1391
IFC Holdings
Florida
$508K -$130K -834 -20%
Royal London Asset Management
1392
Royal London Asset Management
United Kingdom
$506K +$91.4K +59,712 +22%
VCM
1393
Violich Capital Management
California
$506K -$543K -3,538 -52%
MC
1394
Mathes Company
New York
$505K -$24.1K -157 -5%
LJHT
1395
Laurie J. Hall Trustee
$504K -$32K -209 -6%
VCM
1396
Vigilant Capital Management
Maine
$504K +$37.7K +246 +8%
NCM
1397
Northroad Capital Management
New York
$502K -$32.5K -212 -6%
FGP
1398
Foyston, Gordon, & Payne
Ontario, Canada
$502K – – –
AWM
1399
Altavista Wealth Management
North Carolina
$501K -$115K -742 -19%
BC
1400
Brinker Capital
Pennsylvania
$500K +$69K +450 +16%
54 55
56
57 58