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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 %
EVM
1601
Evelyn V. Moreno
$269K +$269K +1,752 New
MSR
1602
Main Street Research
Connecticut
$268K -$70.3K -458 -21%
KL
1603
Kinsight LLC
Alabama
$268K -$4.14K -27 -2%
OC
1604
Oakworth Capital
Alabama
$267K – – –
CISOA
1605
Capital Investment Services of America
Wisconsin
$267K +$267K +1,743 New
NEPPG
1606
New England Professional Planning Group
Rhode Island
$267K +$267K +1,781 New
NES
1607
New England Securities
New York
$266K -$217K -1,412 -45%
HCA
1608
Harbour Capital Advisors
Virginia
$265K -$367K -2,393 -58%
FAB
1609
First American Bank
Illinois
$264K -$38.5K -251 -13%
AWS
1610
Aris Wealth Services
Pennsylvania
$263K -$21.3K -139 -8%
HCM
1611
Hengehold Capital Management
Ohio
$262K -$5.06K -33 -2%
NPPM
1612
North Point Portfolio Managers
Ohio
$261K – – –
SWA
1613
SFMG Wealth Advisors
Texas
$259K -$42.6K -277 -14%
RU
1614
RobecoSam USA
New York
$257K -$74.9K -488 -23%
JRP
1615
Jasper Ridge Partners
California
$257K – – –
IRS
1616
Invictus RG (Singapore)
Singapore
$257K +$174K +1,139 +211%
WWM
1617
Willingdon Wealth Management
North Carolina
$256K -$1.19M -7,738 -82%
PAM
1618
Peak Asset Management
Colorado
$256K +$256K +1,672 New
HCM
1619
Highlander Capital Management
New Jersey
$255K – – –
EWM
1620
Empirical Wealth Management
Washington
$254K +$7.67K +50 +3%
AAM
1621
Aureus Asset Management
Massachusetts
$250K -$88.2K -575 -26%
AAM
1622
Autus Asset Management
Arizona
$250K -$8.74K -57 -3%
EIA
1623
Edgemoor Investment Advisors
Maryland
$249K -$7.35M -47,835 -97%
MM
1624
Midas Management
New York
$249K +$249K +1,621 New
AHS
1625
Aspiriant Holdings S3
California
$247K -$32K -209 -11%
63 64
65
66 67