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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 %
TI
1451
Telemetry Investments
New York
$433K +$433K +2,824 New
ANBTV
1452
American National Bank & Trust (Virginia)
Virginia
$429K -$51.1K -333 -11%
CM
1453
Capital Management
Virginia
$428K -$3.22K -21 -0.7%
PM
1454
Penbrook Management
New York
$427K +$34.7K +226 +9%
SA
1455
SRH Advisors
Kansas
$425K – – –
SC
1456
Skylands Capital
Wisconsin
$423K -$714K -4,655 -63%
CWM
1457
Catamount Wealth Management
Connecticut
$422K +$422K +2,754 New
CCM
1458
Carlson Capital Management
Minnesota
$417K -$143K -933 -26%
NL
1459
NWAM LLC
Washington
$417K -$143K -933 -26%
WCA
1460
Westover Capital Advisors
Delaware
$417K -$27.9K -182 -6%
Kayne Anderson Rudnick Investment Management
1461
Kayne Anderson Rudnick Investment Management
California
$417K – – –
Squarepoint
1462
Squarepoint
New York
$417K +$417K +2,720 New
ECM
1463
EagleClaw Capital Management
Massachusetts
$416K – – –
ST
1464
Somerset Trust
Pennsylvania
$415K -$65.9K -429 -14%
CS
1465
Credential Securities
$414K +$51.2K +334 +14%
GAM
1466
Gemmer Asset Management
California
$413K -$168K -1,094 -29%
CPA
1467
Cowen Prime Advisors
New York
$411K +$64.2K +419 +19%
Manulife (Manufacturers Life Insurance)
1468
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$410K +$3.25K +21,208 +0.8%
ZTNA
1469
Zions Trust National Association
Utah
$409K -$50.6K -330 -11%
SL
1470
Summitry LLC
California
$409K – – –
FIB
1471
First Interstate Bank
Montana
$409K +$113K +737 +38%
GCM
1472
Grisanti Capital Management
New York
$404K -$6.14M -40,053 -94%
RP
1473
Reinhart Partners
Wisconsin
$402K – – –
AF
1474
Affiance Financial
Minnesota
$402K +$402K +2,618 New
DOA
1475
D'Orazio & Associates
Virginia
$401K -$32K -209 -7%
57 58
59
60 61