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
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
1551
RKL Wealth Management
Pennsylvania
$334K
DSN
1552
D. Scott Neal
Kentucky
$331K -$11.6K -67 -3%
B
1553
Bellecapital
Switzerland
$330K +$330K +1,904 New
MPWT
1554
MassMutual Private Wealth & Trust
Connecticut
$329K +$55.3K +319 +20%
MC
1555
Montag & Caldwell
Georgia
$329K +$36.2K +209 +12%
GC
1556
Guardian Capital
Ontario, Canada
$326K -$57.8K -334 -15%
SCA
1557
STALEY CAPITAL ADVISERS
Pennsylvania
$326K
EWM
1558
Edge Wealth Management
New York
$325K -$29K -167 -8%
RSVP
1559
Ramsay Stattman Vela & Price
Colorado
$323K -$36.3K -209 -10%
AIA
1560
Alerus Investment Advisors
Minnesota
$323K +$3.46K +20 +1%
FWP
1561
FAS Wealth Partners
Kansas
$322K +$346 +2 +0.1%
ACI
1562
Alpha Cubed Investments
California
$321K -$2.06M -11,916 -87%
OC
1563
Oakworth Capital
Alabama
$319K
LG
1564
Laidlaw Group
New York
$317K -$12.6K -73 -4%
AHS
1565
Aspiriant Holdings S3
California
$316K +$14.6K +84 +5%
GEM
1566
Global Endowment Management
North Carolina
$315K
WPP
1567
Whalerock Point Partners
Rhode Island
$314K -$86.1K -497 -22%
GMCM
1568
Gruber & McBaine Capital Management
California
$314K
AWS
1569
Aris Wealth Services
Pennsylvania
$313K +$10.6K +61 +3%
CRC
1570
Curi RMB Capital
Illinois
$312K -$4.34K -25 -1%
VA
1571
Valmark Advisers
Ohio
$311K
AAM
1572
Autus Asset Management
Arizona
$311K +$45.7K +264 +17%
MCWS
1573
McKinley Carter Wealth Services
West Virginia
$309K
SSWM
1574
Sheets Smith Wealth Management
North Carolina
$308K -$10.2K -59 -3%
WHRC
1575
W.H. Reaves & Co
New Jersey
$308K