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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 %
EA
1776
Evanston Advisors
Illinois
– -$5.65M -31,130 Closed
VKH
1777
Virtu KCG Holdings
New York
– -$5.59M -30,827 Closed
CF
1778
CNA Financial
Illinois
– -$4.75M -26,150 Closed
HI
1779
HBK Investments
Texas
– -$4.75M -26,150 Closed
AAMU
1780
AEGON Asset Management (UK)
United Kingdom
– -$4.58M -25,225 Closed
MIM
1781
Midwest Investment Management
Ohio
– -$4.29M -23,638 Closed
DCM
1782
Delta Capital Management
New Jersey
– -$3.81M -20,968 Closed
Jennison Associates
1783
Jennison Associates
New York
– -$3.67M -20,199 Closed
GCP
1784
GSA Capital Partners
United Kingdom
– -$3.64M -20,031 Closed
CCMIC
1785
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$3.17M -17,473 Closed
HT
1786
HAP Trading
New York
– -$3.12M -17,182 Closed
MMM
1787
Mendel Money Management
Illinois
– -$3.11M -17,149 Closed
JG
1788
Jefferies Group
New York
– -$2.97M -16,350 Closed
ACM
1789
Avalon Capital Management
California
– -$2.87M -15,791 Closed
EAM
1790
EULAV Asset Management
Florida
– -$2.66M -14,644 Closed
LBG
1791
Lloyds Banking Group
United Kingdom
– -$1.21M -13,163 Closed
PIC
1792
Portland Investment Counsel
Ontario, Canada
– -$2.25M -12,650 Closed
DLCIG
1793
D.L. Carlson Investment Group
New Hampshire
– -$2.11M -11,640 Closed
PCM
1794
Palouse Capital Management
Washington
– -$2.02M -11,146 Closed
NFG
1795
NewFocus Financial Group
Washington
– -$2M -11,076 Closed
SIC
1796
Starr International Company
Switzerland
– -$1.9M -10,460 Closed
BSWMG
1797
Barrington Strategic Wealth Management Group
Illinois
– -$1.74M -9,596 Closed
TH
1798
Timber Hill
Connecticut
– -$1.67M -9,205 Closed
RCM
1799
Rivernorth Capital Management
Florida
– -$1.63M -9,006 Closed
EI
1800
Excelsia Inc
Georgia
– -$1.58M -8,724 Closed
70 71
72
73 74