1,705 hedge funds and large institutions have $109B invested in IBM in 2014 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 576 increasing their positions, 813 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,705
Holders Change
-20
Holders Change %
-1.16%
% of All Funds
49.51%
Holding in Top 10
175
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.42%
% of All Funds
5.08%
New
65
Increased
576
Reduced
813
Closed
67
Calls
$1.78B
Puts
$1.88B
Net Calls
-$99.9M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Shares
Change %
SOAMC
1401
Spirit of America Management Corp
New York
$543K
KS
1402
Karpas Strategies
Connecticut
$543K
LIM
1403
Lathrop Investment Management
Arkansas
$542K +$182 +1 +0%
NDSI
1404
Newman Dignan & Sheerar Inc
Rhode Island
$539K -$70.2K -387 -12%
CCA
1405
Conestoga Capital Advisors
Pennsylvania
$539K +$3.81K +21 +0.7%
GI
1406
Glovista Investments
New Jersey
$536K -$47.3K -261 -8%
PFA
1407
Paradigm Financial Advisors
Missouri
$536K -$23K -127 -4%
WPP
1408
Whalerock Point Partners
Rhode Island
$536K +$208K +1,150 +63%
SDJVC
1409
St. Denis J. Villere & Co
Louisiana
$529K
TCB
1410
Texas Capital Bancshares
Texas
$528K -$4.9K -27 -0.9%
HL
1411
HeadInvest LLC
Maine
$528K -$3.93K -25 -0.7%
WCA
1412
Westover Capital Advisors
Delaware
$526K -$45.4K -250 -8%
RPA
1413
Rock Point Advisors
Vermont
$525K -$17.8K -98 -3%
AIA
1414
Arbor Investment Advisors
North Carolina
$525K -$8.17K -45 -2%
BP
1415
BBR Partners
New York
$525K +$94.9K +523 +22%
NL
1416
NWAM LLC
Washington
$525K +$87K +605 +20%
SEIA
1417
Signature Estate & Investment Advisors
California
$520K +$520K +2,867 New
CWM
1418
Cranbrook Wealth Management
Michigan
$517K +$51.7K +285 +11%
SFM
1419
Signature Financial Management
Virginia
$516K -$107K -591 -17%
AAS
1420
Annex Advisory Services
Wisconsin
$515K -$15.8K -87 -3%
DOA
1421
D'Orazio & Associates
Virginia
$513K -$19.1K -105 -4%
Eagle Capital Management (New York)
1422
Eagle Capital Management (New York)
New York
$513K
AWA
1423
Arete Wealth Advisors
Illinois
$512K +$12.9K +71 +3%
CM
1424
Capital Management
Virginia
$511K -$385K -2,121 -43%
BC
1425
Brinker Capital
Pennsylvania
$510K +$22.7K +125 +5%