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IBM
IBM

Overview Fund Activity

1,725 hedge funds and large institutions have $107B invested in IBM in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 548 increasing their positions, 875 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,725
Holders Change
-4
Holders Change %
-0.23%
% of All Funds
49.61%
Holding in Top 10
166
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-25.23%
% of All Funds
4.77%
New
76
Increased
548
Reduced
875
Closed
71
Calls
$1.43B
Puts
$1.87B
Net Calls
-$444M
Net Calls Change
-$391M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.4B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$330M
3
Renaissance Technologies
Renaissance Technologies
New York
+$262M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$240M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$137M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$546M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$544M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$274M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
5
CIP
Cornerstone Investment Partners
Georgia
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESBC
1476
E.S. Barr & Co
Kentucky
$440K +$42.7K +246 +11%
RMC
1477
Regis Management Company
California
$438K -$40.2K -232 -8%
PWAP
1478
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$437K -$2.78K -16 -0.6%
BHA
1479
Beech Hill Advisors
New York
$431K -$18.2K -105 -4%
SMC
1480
Smith, Moore & Co
Missouri
$426K -$26.7K -154 -6%
AHB
1481
Abner Herrman & Brock
New Jersey
$425K -$3.64K -21 -0.8%
RIM
1482
Reliant Investment Management
Tennessee
$424K -$181K -1,046 -30%
CWA
1483
Constellation Wealth Advisors
New York
$424K +$220K +1,272 +108%
MA
1484
MCF Advisors
Kentucky
$422K -$17.5K -95 -4%
CIP
1485
Convergence Investment Partners
Florida
$422K +$30.5K +176 +8%
AAM
1486
Aureus Asset Management
Massachusetts
$421K -$388K -2,237 -48%
FRM
1487
Foundation Resource Management
Arkansas
$421K – – –
BIM
1488
Barton Investment Management
Pennsylvania
$420K – – –
MIU
1489
Man Investments (UK)
United Kingdom
$420K +$420K +2,423 New
DBG
1490
De Burlo Group
Massachusetts
$419K -$34.5K -199 -8%
MCM
1491
Moore Capital Management
New York
$418K – – –
FC
1492
FIC Capital
New York
$418K – – –
MIM
1493
Miller Investment Management
Pennsylvania
$417K – – –
1GA
1494
1st Global Advisors
Texas
$417K +$9.7K +56 +2%
Jane Street
1495
Jane Street
New York
$416K -$56.5M -325,677 -99%
BFPW
1496
BOK Financial Private Wealth
Colorado
$415K – – –
NIMI
1497
Natixis Investment Managers International
France
$415K +$174K +1,007 +73%
WCM
1498
Windsor Capital Management
Arizona
$414K +$48.4K +279 +13%
AEPG
1499
American Economic Planning Group
New Jersey
$414K +$414K +2,390 New
RGC
1500
Roberts, Glore & Co
Illinois
$412K +$49K +283 +14%
58 59
60
61 62