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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 %
TFO
1426
Tarbox Family Office
California
$467K -$12.4K -81 -3%
LI
1427
Lafayette Investments
Maryland
$467K – – –
DBT
1428
Dubuque Bank & Trust
Iowa
$467K – – –
LA
1429
Lucus Advisors
New York
$466K +$466K +3,037 New
NIT
1430
NumerixS Investment Technologies
British Columbia, Canada
$465K +$465K +3,033 New
NCM
1431
Novare Capital Management
North Carolina
$463K -$2.95M -19,199 -86%
GAM
1432
Gould Asset Management
California
$460K +$148K +963 +47%
PG
1433
Patten Group
Tennessee
$460K +$460K +3,001 New
SOAMC
1434
Spirit of America Management Corp
New York
$459K – – –
KS
1435
Karpas Strategies
Connecticut
$459K – – –
CCA
1436
Conestoga Capital Advisors
Pennsylvania
$456K – – –
BAM
1437
Boyar Asset Management
New York
$456K +$257K +1,674 +129%
SIA
1438
Stancorp Investment Advisers
Oregon
$455K +$455K +2,964 New
GI
1439
Glovista Investments
New Jersey
$453K – – –
AIA
1440
Arbor Investment Advisors
North Carolina
$451K +$7.36K +48 +2%
SDJVC
1441
St. Denis J. Villere & Co
Louisiana
$447K – – –
PCM
1442
Perritt Capital Management
Illinois
$444K -$196K -1,277 -31%
BP
1443
BBR Partners
New York
$444K +$307 +2 +0.1%
FGA
1444
Flood Gamble Associates
New York
$443K -$3.07K -20 -0.7%
PFA
1445
Paradigm Financial Advisors
Missouri
$439K -$14.7K -96 -3%
CWM
1446
Cranbrook Wealth Management
Michigan
$437K – – –
IAMOG
1447
Investors Asset Management of Georgia
Georgia
$437K +$437K +2,848 New
UF
1448
Univest Financial
Pennsylvania
$433K -$43.9K -286 -9%
AAS
1449
Annex Advisory Services
Wisconsin
$433K -$2.61K -17 -0.6%
Eagle Capital Management (New York)
1450
Eagle Capital Management (New York)
New York
$433K – – –
56 57
58
59 60