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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 %
GXMC
1726
Global X Management Company
New York
$17K +$3.73K +25 +28%
AA
1727
AlphaMark Advisors
Kentucky
$16K – – –
LFR
1728
Lehman Financial Resources
Pennsylvania
$16K – – –
MSFP
1729
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
NHFG
1730
New Harbor Financial Group
Massachusetts
$16K +$16K +105 New
VIMU
1731
Veritas Investment Management (UK)
United Kingdom
$14K -$467K -3,138 -97%
WA
1732
WealthTrust-Arizona
Arizona
$13K +$1.77K +12 +16%
BRWA
1733
B. Riley Wealth Advisors
Florida
$12.3K +$5.05K +5,656 +70%
CAL
1734
Capital Analysts LLC
Pennsylvania
$12.1K -$33.6K -216 -73%
PRS
1735
Pinkerton Retirement Specialists
Idaho
$10K +$10K +621 New
FAM
1736
Fred Alger Management
New York
$9K -$54M -347,812 -100%
BCI
1737
Brinker Capital Investments
Pennsylvania
$9K – – –
MUMSS
1738
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K +$8K +52 New
CP
1739
Corbenic Partners
Pennsylvania
$8K +$8K +53 New
WCM
1740
Wealthcare Capital Management
Virginia
$7K -$7.16K -45 -51%
MIM
1741
Macroview Investment Management
Maryland
$6K -$8.46K -55 -59%
PWM
1742
ParenteBeard Wealth Management
Pennsylvania
$5.49K -$29K -4,874 -84%
NG
1743
NatWest Group
United Kingdom
$5.37K -$992 -6,467 -16%
MAS
1744
Madden Advisory Services
Florida
$4K -$73.5K -441 -95%
FTC
1745
Farmers Trust Company
Ohio
$2.83K -$4.12M -26,168 -100%
IF
1746
IRON Financial
Illinois
$2.72K +$778 +507 +40%
LWM
1747
Lenox Wealth Management
Ohio
$2K – – –
ECM
1748
Exchange Capital Management
Michigan
$2K +$2K +16 New
BPM
1749
Bowling Portfolio Management
Ohio
$1.72K -$805 -5,245 -32%
NDSI
1750
Newman Dignan & Sheerar Inc
Rhode Island
$285 -$170 -1,112 -37%
68 69
70
71 72