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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 %
AIC
1401
Atlantic Investment Company
Georgia
$499K +$499K +3,251 New
DR
1402
Davis Rea
Ontario, Canada
$498K -$3.85M -25,125 -89%
PCMC
1403
Paragon Capital Management (Colorado)
Colorado
$496K – – –
AIP
1404
ARS Investment Partners
New York
$495K -$54.9K -358 -10%
CCM
1405
Crossvault Capital Management
Texas
$493K +$493K +3,216 New
CB
1406
Cooke & Bieler
Pennsylvania
$491K – – –
DAS
1407
Dynamic Advisor Solutions
Arizona
$491K +$6.91K +45 +1%
GCA
1408
Greenwood Capital Associates
South Carolina
$490K -$9.67K -63 -2%
BPCE
1409
Bank Pictet & Cie (Europe)
Germany
$488K +$7.21K +47 +2%
PHAM
1410
Palisades Hudson Asset Management
Florida
$486K – – –
ESBC
1411
E.S. Barr & Co
Kentucky
$485K – – –
CTI
1412
Community Trust & Investment
Kentucky
$484K -$70.7K -460 -13%
RHFI
1413
Reilly Herbert Faulkner III
$483K -$18.2K -119 -4%
SFU
1414
Stonehage Fleming (UK)
United Kingdom
$483K – – –
CC
1415
Cornerstone Capital
California
$482K – – –
UFG
1416
United Fire Group
Iowa
$481K – – –
JWM
1417
Jacobus Wealth Management
Wisconsin
$480K -$111K -727 -19%
Koshinski Asset Management
1418
Koshinski Asset Management
Illinois
$480K +$480K +3,128 New
PIA
1419
Peachtree Investment Advisors
Georgia
$479K -$22.3K -145 -4%
SFM
1420
Signature Financial Management
Virginia
$478K +$41.6K +271 +10%
AA
1421
ALPS Advisors
Colorado
$476K -$57.4K -374 -11%
GKIM
1422
GW&K Investment Management
Massachusetts
$472K – – –
CRIG
1423
Charter Research & Investment Group
Connecticut
$472K +$472K +3,074 New
JFA
1424
JNBA Financial Advisors
Minnesota
$470K -$3.99K -26 -0.8%
PO
1425
Private Ocean
California
$470K +$117K +762 +33%
55 56
57
58 59