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IBM
IBM

Overview Fund Activity

1,705 hedge funds and large institutions have $109B invested in IBM in 2014 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 576 increasing their positions, 813 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,705
Holders Change
-20
Holders Change %
-1.16%
% of All Funds
49.51%
Holding in Top 10
175
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.42%
% of All Funds
5.08%
New
65
Increased
576
Reduced
813
Closed
67
Calls
$1.78B
Puts
$1.88B
Net Calls
-$99.9M
Net Calls Change
+$344M

Top Buyers

1
DSA
Davis Selected Advisers
Arizona
$454M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.67B
3
FFH
Fairfax Financial Holdings
Ontario, Canada
$203M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$253M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.43B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.49B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.15B
3
Renaissance Technologies
Renaissance Technologies
New York
$8.5M
4
Northern Trust
Northern Trust
Illinois
$2.56B
5
Franklin Resources
Franklin Resources
California
$743M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
1626
Retirement Planning Group (Kansas)
Kansas
$223K +$223K +1,228 New
VFP
1627
Verus Financial Partners
Virginia
$221K – – –
PIA
1628
Piedmont Investment Advisors
North Carolina
$219K -$2.92M -16,067 -93%
FC
1629
Fairpointe Capital
Illinois
$217K – – –
CFG
1630
CKW Financial Group
Hawaii
$216K +$362 +2 +0.2%
KB
1631
Kimelman & Baird
New York
$215K +$215K +1,182 New
SMC
1632
Smith, Moore & Co
Missouri
$214K -$233K -1,281 -52%
OFS
1633
Orrstown Financial Services
Pennsylvania
$214K -$85.5K -470 -29%
JT
1634
Jump Trading
Illinois
$213K -$4.02M -22,103 -95%
CCM
1635
Copeland Capital Management
Pennsylvania
$213K -$7.45K -41 -3%
SIM
1636
Sigma Investment Management
Oregon
$213K – – –
NC
1637
NBW Capital
Massachusetts
$213K +$2K +11 +0.9%
MCWS
1638
McKinley Carter Wealth Services
West Virginia
$211K -$113K -622 -35%
SSI
1639
Scott & Selber Inc
Texas
$211K – – –
CAM
1640
CG Asset Management
New York
$209K +$209K +1,151 New
GJCM
1641
Grand Jean Capital Management
California
$208K +$208K +1,149 New
NCMW
1642
Northern Capital Management (Wisconsin)
Wisconsin
$205K +$205K +1,130 New
AW
1643
Alpha Windward
Massachusetts
$203K -$181 -1 -0.1%
CAL
1644
Capital Advisors Ltd
Ohio
$202K -$64.4K -355 -24%
OSNBOA
1645
Old Second National Bank of Aurora
Illinois
$196K – – –
PFG
1646
Piershale Financial Group
Illinois
$190K – – –
BCMIO
1647
Beacon Capital Management Inc (Ohio)
Ohio
$187K -$180K -995 -49%
BMM
1648
Buffington Mohr McNeal
Idaho
$187K – – –
AA
1649
Apriem Advisors
California
$181K -$720K -3,956 -80%
ACS
1650
Archford Capital Strategies
Illinois
$180K – – –
64 65
66
67 68