IBM icon

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 %
AW
1676
Alpha Windward
Massachusetts
$176K +$4.44K +29 +3%
CAL
1677
Capital Advisors Ltd
Ohio
$171K – – –
BCM
1678
Blume Capital Management
California
$168K +$56K +366 +50%
ST
1679
SpiderRock Trading
Illinois
$167K -$76K – –
OSNBOA
1680
Old Second National Bank of Aurora
Illinois
$166K – – –
PFG
1681
Piershale Financial Group
Illinois
$160K – – –
CHP
1682
Cable Hill Partners
Oregon
$160K +$160K +1,040 New
BMM
1683
Buffington Mohr McNeal
Idaho
$158K – – –
AIM
1684
Advantage Investment Management
Iowa
$153K +$153K +998 New
ACS
1685
Archford Capital Strategies
Illinois
$149K -$2.91K -19 -2%
SAM
1686
Shamrock Asset Management
Texas
$144K – – –
GI
1687
Gradient Investments
Minnesota
$141K – – –
CFA
1688
Camarda Financial Advisors
Florida
$139K – – –
BRWM
1689
B. Riley Wealth Management
Tennessee
$135K +$28.7K +188 +27%
CFG
1690
CKW Financial Group
Hawaii
$128K -$54.7K -357 -30%
CCMW
1691
Cypress Capital Management (Wyoming)
Wyoming
$127K +$127K +826 New
LWA
1692
Lowe Wealth Advisors
Maryland
$126K +$126K +824 New
IP
1693
Isthmus Partners
Wisconsin
$125K +$125K +813 New
CFN
1694
Cordasco Financial Network
Florida
$120K – – –
HTHT
1695
Hemenway Trust Hemenway Trust
New Hampshire
$108K -$119K -779 -52%
TCCM
1696
Timber Creek Capital Management
Massachusetts
$105K – – –
AA
1697
Apriem Advisors
California
$100K -$53.1K -345 -35%
IPC
1698
Independent Portfolio Consultants
Florida
$99K +$26.4K +173 +36%
TRCT
1699
Tower Research Capital (TRC)
New York
$99K +$81.5K +534 +464%
PIA
1700
Piedmont Investment Advisors
North Carolina
$97.2K -$88.2K -575 -48%
66 67
68
69 70