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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 %
BFPW
1551
BOK Financial Private Wealth
Colorado
$314K -$53.3K -347 -15%
WA
1552
WealthTrust Axiom
Pennsylvania
$314K -$5.52K -36 -2%
TSS
1553
Two Sigma Securities
New York
$313K +$313K +2,038 New
RGC
1554
Roberts, Glore & Co
Illinois
$312K -$53.1K -346 -15%
DSN
1555
D. Scott Neal
Kentucky
$312K +$19.3K +126 +7%
IMS
1556
Index Management Solutions
Pennsylvania
$310K +$297K +1,935 +2,276%
BCM
1557
Beck Capital Management
Texas
$310K +$310K +2,019 New
DJSG
1558
D.J. St. Germain
Massachusetts
$306K +$45.8K +299 +18%
FTI
1559
Fiduciary Trust International
Massachusetts
$305K – – –
LCM
1560
Landscape Capital Management
New Jersey
$305K +$305K +1,987 New
HCMT
1561
Highland Capital Management (Tennessee)
Tennessee
$304K -$17.2K -112 -5%
RMAM
1562
Raab & Moskowitz Asset Management
New Jersey
$303K -$1.3M -8,483 -81%
KA
1563
Kovack Advisors
Florida
$303K -$2K -13 -0.7%
IWC
1564
Integrated Wealth Counsel
California
$303K – – –
BHA
1565
Beech Hill Advisors
New York
$303K +$5.84K +38 +2%
PAI
1566
Pittenger & Anderson Inc
Nebraska
$302K -$2.97M -19,310 -91%
RAM
1567
Riggs Asset Management
Pennsylvania
$302K -$94.4K -616 -24%
GWS
1568
Glassman Wealth Services
Virginia
$300K +$300K +1,955 New
HH
1569
Hilltop Holdings
Texas
$298K +$298K +1,940 New
MCG
1570
Meru Capital Group
New York
$297K +$297K +1,935 New
SFM
1571
Systematic Financial Management
New Jersey
$296K – – –
RWM
1572
RKL Wealth Management
Pennsylvania
$296K – – –
CCM
1573
Compass Capital Management
Minnesota
$295K -$101K -656 -25%
CG
1574
Colony Group
Massachusetts
$293K -$4.44K -29 -1%
ACA
1575
Anchor Capital Advisors
Massachusetts
$292K -$8.73K -57 -3%
61 62
63
64 65