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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
$12.3B
2
BTS
BB&T Securities
Virginia
$406M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$334M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$541M
5
AIG
American International Group
New York
$345M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$323M
2
DSA
Davis Selected Advisers
Arizona
$3.33M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$598M
4
Franklin Resources
Franklin Resources
California
$276M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
APU
1651
Alpine Partners USVI
U.S. Virgin Islands
$222K +$222K +1,445 New
HHGA
1652
Halbert Hargrove Global Advisors
California
$219K -$18.3K -119 -8%
RWM
1653
Rench Wealth Management
Texas
$219K +$1.69K +11 +0.8%
OCM
1654
One Capital Management
California
$217K -$16.1K -105 -7%
TCM
1655
TD Capital Management
Tennessee
$216K – – –
CRC
1656
Curi RMB Capital
Illinois
$214K -$31.4K -205 -13%
GGI
1657
Godsey & Gibb Inc
Virginia
$213K -$31.6K -206 -13%
AWA
1658
ARS Wealth Advisors
Florida
$212K -$32.1K -209 -13%
AWM
1659
Affinity Wealth Management
Delaware
$211K +$211K +1,377 New
WPP
1660
Whalerock Point Partners
Rhode Island
$210K -$243K -1,590 -54%
CAW
1661
Cornerstone Advisors (Washington)
Washington
$210K +$130K +846 +163%
ST
1662
Sabal Trust
Florida
$206K -$300K -1,961 -59%
WIS
1663
Wright Investors Service
Connecticut
$202K +$202K +1,318 New
MCM
1664
McMillion Capital Management
North Carolina
$201K – – –
MAM
1665
Marquette Asset Management
Minnesota
$201K – – –
LSC
1666
Lesa Sroufe & Co
Washington
$201K – – –
LC
1667
Lincoln Capital
Nebraska
$201K +$201K +1,308 New
WIL
1668
Winifred I. Li
$200K -$135K -880 -40%
SCA
1669
STALEY CAPITAL ADVISERS
Pennsylvania
$200K -$111K -722 -36%
GWA
1670
Genesis Wealth Advisors
Massachusetts
$199K +$199K +1,279 New
MJP
1671
Michael J. Puzo
$194K -$29.3K -190 -13%
USGIU
1672
U.S. Global Investors (USGI)
Texas
$193K – – –
KA
1673
Klingman & Associates
New York
$191K +$191K +1,249 New
BCMIO
1674
Beacon Capital Management Inc (Ohio)
Ohio
$188K +$29.8K +194 +19%
TDC
1675
Thompson Davis & Co
Virginia
$181K -$26.3K -171 -13%
65 66
67
68 69