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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
1
Berkshire Hathaway
Nebraska
$12.3B
2
BTS
2
BB&T Securities
Virginia
$406M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$334M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$541M
5
AIG
5
American International Group
New York
$345M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$323M
2
DSA
2
Davis Selected Advisers
Arizona
$3.33M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$598M
4
Franklin Resources
4
Franklin Resources
California
$276M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1751
Ashmore Wealth Management
Delaware
– -$228M -1,255,200 Closed
GIM
1752
Generation Investment Management
United Kingdom
– -$155M -854,123 Closed
SI
1753
Scharf Investments
California
– -$120M -660,217 Closed
GAM
1754
GVO Asset Management
Switzerland
– -$104M -571,984 Closed
TAM
1755
Tiverton Asset Management
Delaware
– -$38M -209,200 Closed
LP
1756
LMR Partners
United Kingdom
– -$34.5M -190,362 Closed
ZAM
1757
Zenit Asset Management
Sweden
– -$26.1M -143,825 Closed
JVBC
1758
J.V. Bruni & Co
Colorado
– -$20.9M -115,125 Closed
VDBMI
1759
Van Den Berg Management I
Texas
– -$17.2M -94,594 Closed
PP
1760
PDT Partners
New York
– -$15.1M -83,068 Closed
GCM
1761
Gabalex Capital Management
New York
– -$13.3M -73,220 Closed
PP
1762
Paloma Partners
Connecticut
– -$12.7M -69,711 Closed
UAM
1763
UAS Asset Management
New York
– -$12M -66,055 Closed
VFAM
1764
Valley Forge Asset Management
Pennsylvania
– -$11.3M -62,306 Closed
TAM
1765
Todd Asset Management
Kentucky
– -$11.1M -61,170 Closed
WRF
1766
Waddell & Reed Financial
Kansas
– -$10.4M -57,530 Closed
MVP
1767
Miller Value Partners
Florida
– -$10.2M -56,390 Closed
SCM
1768
Symons Capital Management
Pennsylvania
– -$9.67M -53,270 Closed
CAM
1769
Centre Asset Management
New York
– -$8.04M -44,309 Closed
JMH
1770
J.M. Hartwell
New York
– -$7.27M -40,083 Closed
HFS
1771
Haverford Financial Services
Pennsylvania
– -$7M -38,501 Closed
BRCM
1772
Bright Rock Capital Management
Massachusetts
– -$6.83M -37,656 Closed
FAAM
1773
First Allied Asset Management
California
– -$6.52M -35,404 Closed
MIM
1774
Martin Investment Management
Florida
– -$6.39M -35,184 Closed
FBB
1775
Fulton Breakefield Broenniman
Maryland
– -$5.98M -32,949 Closed
69 70
71
72 73