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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 %
IFS
1476
Ifrah Financial Services
Arkansas
$395K -$17K -111 -4%
CCM
1477
Condor Capital Management
New Jersey
$394K -$151K -981 -28%
HCM
1478
Harvest Capital Management
New Hampshire
$394K -$7.98K -52 -2%
CA
1479
Capital Advantage
California
$394K +$167K +1,089 +74%
CCMG
1480
Clark Capital Management Group
Pennsylvania
$393K -$94.5K -616 -19%
HIC
1481
Hartline Investment Corp
Illinois
$393K – – –
PCI
1482
Pacifica Capital Investments
Texas
$392K +$392K +2,555 New
VC
1483
Vestor Capital
Illinois
$391K -$5.51M -35,956 -93%
SFM
1484
Signet Financial Management
New Jersey
$391K +$391K +2,546 New
IFB
1485
iAB Financial Bank
Indiana
$388K -$88.3K -576 -19%
NYLIM
1486
New York Life Investment Management
New York
$385K +$385K +2,510 New
SFT
1487
Simmons First Trust
Arkansas
$384K +$384K +2,501 New
RPA
1488
Rock Point Advisors
Vermont
$379K -$64.1K -418 -14%
JDR
1489
Jay D. Rosenbaum
$377K +$377K +2,458 New
CIA
1490
CCM Investment Advisers
South Carolina
$376K -$327K -2,131 -46%
DA
1491
Dunvegan Associates
California
$375K +$255K +1,664 +213%
RMC
1492
Regis Management Company
California
$371K -$18.1K -118 -5%
MIM
1493
Miller Investment Management
Pennsylvania
$371K +$2.3K +15 +0.6%
PL
1494
Parkwood LLC
Ohio
$369K -$17.9K -117 -5%
NAM
1495
Needelman Asset Management
California
$368K – – –
HI
1496
Hendershot Investments
Virginia
$368K +$16.4K +107 +5%
MCM
1497
MV Capital Management
Maryland
$368K +$368K +2,400 New
TT
1498
Tiedemann Trust
Delaware
$366K +$767 +5 +0.2%
DPI
1499
Diversified Portfolios Inc
Michigan
$366K +$366K +2,388 New
VF
1500
Virtu Financial
New York
$365K +$171K +1,119 +89%
58 59
60
61 62