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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 %
ODCM
1501
Old Dominion Capital Management
Virginia
$363K – – –
AEPG
1502
American Economic Planning Group
New Jersey
$363K +$614 +4 +0.2%
SAM
1503
Security Asset Management
New York
$361K +$361K +2,352 New
ICOA
1504
Investment Centers of America
North Dakota
$358K -$222K -1,461 -38%
AC
1505
Alexandria Capital
Virginia
$357K -$3.22K -21 -0.9%
FRM
1506
Foundation Resource Management
Arkansas
$356K -$16.1K -105 -4%
BKA
1507
Brick & Kyle Associates
Pennsylvania
$356K +$356K +2,321 New
HF
1508
Hoxton Financial
West Virginia
$355K -$162K -1,054 -31%
SEIA
1509
Signature Estate & Investment Advisors
California
$355K -$84.3K -550 -19%
SCP
1510
Seizert Capital Partners
Michigan
$354K -$668K -4,356 -65%
EWM
1511
Edge Wealth Management
New York
$353K -$132K -856 -27%
MA
1512
MCF Advisors
Kentucky
$353K +$1.23K +8 +0.3%
SWM
1513
SVA Wealth Management
Wisconsin
$352K +$48.9K +319 +16%
CWM
1514
Confluence Wealth Management
Oregon
$349K +$153 +1 +0%
HBWM
1515
Hollow Brook Wealth Management
New York
$347K -$33.8K -220 -9%
TSS
1516
Thomas Story & Son
Indiana
$347K – – –
AWP
1517
Ascent Wealth Partners
New York
$347K +$4.45K +29 +1%
WFG
1518
Windsor Financial Group
Minnesota
$342K – – –
SIA
1519
SeaBridge Investment Advisors
New Jersey
$342K +$22.8K +149 +7%
DA
1520
DSC Advisors
Illinois
$341K +$102K +669 +43%
SFWA
1521
Summit Financial Wealth Advisors
Louisiana
$341K +$341K +2,226 New
LNC
1522
Lincoln National Corp
Pennsylvania
$340K -$58.3K -380 -15%
CPA
1523
Capital Planning Advisors
California
$338K +$338K +2,202 New
TCB
1524
Texas Capital Bancshares
Texas
$336K -$111K -723 -25%
NP
1525
NorthRock Partners
Minnesota
$336K +$336K +2,189 New
59 60
61
62 63