1,729 hedge funds and large institutions have $114B invested in IBM in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 536 increasing their positions, 911 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
-24
Holders Change %
-1.37%
% of All Funds
49.97%
Holding in Top 10
222
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.06%
% of All Funds
6.42%
New
80
Increased
536
Reduced
911
Closed
88
Calls
$2.29B
Puts
$2.34B
Net Calls
-$52.3M
Net Calls Change
+$125M
Name Holding Trade Value Shares
Change
Shares
Change %
PHAM
1426
Palisades Hudson Asset Management
Florida
$583K
BRWM
1427
B. Riley Wealth Management
Tennessee
$580K +$580K +3,153 New
SFM
1428
Signature Financial Management
Virginia
$579K +$16.5K +90 +3%
RPA
1429
Rock Point Advisors
Vermont
$578K +$4.6K +25 +0.8%
UFG
1430
United Fire Group
Iowa
$577K
ANBTV
1431
American National Bank & Trust (Virginia)
Virginia
$575K -$56.5K -307 -9%
MFBTD
1432
MB Financial Bank - Trust Department
Illinois
$572K -$97.4K -530 -15%
AIA
1433
Arbor Investment Advisors
North Carolina
$566K
JFA
1434
JNBA Financial Advisors
Minnesota
$566K +$1.47K +8 +0.3%
LI
1435
Lafayette Investments
Maryland
$561K -$25.8K -140 -4%
BC
1436
Barnett & Company
Tennessee
$557K -$43.4K -236 -7%
AAS
1437
Annex Advisory Services
Wisconsin
$557K +$255K +1,385 +84%
KS
1438
Karpas Strategies
Connecticut
$551K
SOAMC
1439
Spirit of America Management Corp
New York
$550K +$550K +2,989 New
LIM
1440
Lathrop Investment Management
Arkansas
$549K -$148K -802 -21%
JIM
1441
Jensen Investment Management
Oregon
$547K +$23.2K +126 +4%
WA
1442
WealthTrust Axiom
Pennsylvania
$546K +$34.6K +188 +7%
CCM
1443
Compass Capital Management
Minnesota
$543K -$411K -2,236 -43%
DOA
1444
D'Orazio & Associates
Virginia
$539K
SDJVC
1445
St. Denis J. Villere & Co
Louisiana
$536K
PAS
1446
Partnervest Advisory Services
California
$534K -$9.38K -51 -2%
NL
1447
NWAM LLC
Washington
$525K -$13.1K -71 -2%
NFC
1448
Northeast Financial Consultants
Connecticut
$521K
Eagle Capital Management (New York)
1449
Eagle Capital Management (New York)
New York
$520K
CCM
1450
Carlson Capital Management
Minnesota
$516K -$113K -616 -18%