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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 %
SCM
1576
Stellar Capital Management
Arizona
$292K – – –
GC
1577
Guardian Capital
Ontario, Canada
$289K – – –
CFA
1578
CT Financial Advisors
Pennsylvania
$289K +$289K +1,883 New
MS
1579
Marshall & Sullivan
Washington
$288K -$53.8K -352 -16%
HCA
1580
Horan Capital Advisors
Ohio
$287K -$16.9K -110 -6%
BPB
1581
Badgley, Phelps & Bell
Washington
$287K -$10.1K -66 -3%
SSWM
1582
Sheets Smith Wealth Management
North Carolina
$287K +$14.4K +94 +5%
RSVP
1583
Ramsay Stattman Vela & Price
Colorado
$286K – – –
LIC
1584
Lodestar Investment Counsel
Illinois
$285K -$513K -3,347 -64%
GAM
1585
Garrison Asset Management
Arkansas
$284K – – –
CPSAC
1586
Chas P. Smith & Associates (CPS)
Florida
$284K +$3.38K +22 +1%
CPIG
1587
Chicago Partners Investment Group
Illinois
$281K +$281K +1,833 New
VCP
1588
Vista Capital Partners
Oregon
$279K -$140K -912 -33%
GEM
1589
Global Endowment Management
North Carolina
$279K – – –
LWA
1590
Lenox Wealth Advisors
New York
$279K – – –
GMCM
1591
Gruber & McBaine Capital Management
California
$278K – – –
FWP
1592
FAS Wealth Partners
Kansas
$277K +$919 +6 +0.3%
VA
1593
Valmark Advisers
Ohio
$276K – – –
Edgewood Management
1594
Edgewood Management
Connecticut
$273K -$16.1K -105 -6%
BIM
1595
Barton Investment Management
Pennsylvania
$271K -$79.8K -520 -23%
MSS
1596
Mitchell Sinkler & Starr
Pennsylvania
$270K -$433K -2,825 -62%
MPWT
1597
MassMutual Private Wealth & Trust
Connecticut
$270K -$903K -5,886 -77%
CBT
1598
Central Bank & Trust
Kentucky
$269K -$48.2K -314 -15%
ZIG
1599
Zuckerman Investment Group
Illinois
$269K – – –
FC
1600
Fairpointe Capital
Illinois
$269K +$85.8K +559 +47%
62 63
64
65 66