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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 %
HCM
1801
HM Capital Management
Missouri
– -$1.56M -8,556 Closed
MF
1802
Magnetar Financial
Illinois
– -$1.45M -7,994 Closed
FFA
1803
Fragasso Financial Advisors
Pennsylvania
– -$1.42M -7,813 Closed
HPIA
1804
Hamilton Point Investment Advisors
North Carolina
– -$1.42M -7,805 Closed
Verition Fund Management
1805
Verition Fund Management
Connecticut
– -$1.39M -7,649 Closed
NGA
1806
Naples Global Advisors
Florida
– -$1.15M -6,342 Closed
GCA
1807
Gideon Capital Advisors
New York
– -$1.06M -5,832 Closed
PIMJS
1808
PKO Investment Management Joint-Stock
Poland
– -$1.03M -5,682 Closed
CMANY
1809
Capital Management Associates (New York)
New York
– -$980K -5,403 Closed
BC
1810
Banced Corp
Illinois
– -$859K -4,732 Closed
B
1811
Bellecapital
Switzerland
– -$849K -4,676 Closed
LI
1812
Longer Investments
Arkansas
– -$790K -4,351 Closed
CGI
1813
CI Global Investments
California
– -$761K -4,192 Closed
IAM
1814
Integre Asset Management
New York
– -$594K -3,275 Closed
PCM
1815
Princeton Capital Management
New Jersey
– -$575K -3,166 Closed
SRCM
1816
Swift Run Capital Management
Virginia
– -$557K -3,071 Closed
LIM
1817
Lathrop Investment Management
Arkansas
– -$542K -2,985 Closed
EWM
1818
Elite Wealth Management
Washington
– -$488K -2,691 Closed
AHB
1819
Abner Herrman & Brock
New Jersey
– -$464K -2,557 Closed
DBG
1820
De Burlo Group
Massachusetts
– -$424K -2,338 Closed
BEAM
1821
Baker Ellis Asset Management
Washington
– -$410K -2,260 Closed
AIM
1822
Allen Investment Management
New York
– -$409K -2,255 Closed
1GA
1823
1st Global Advisors
Texas
– -$402K -2,218 Closed
PCMI
1824
Princeton Capital Management Inc
New Jersey
– -$397K -2,186 Closed
BCM
1825
BTC Capital Management
Iowa
– -$395K -2,177 Closed
71 72
73
74 75