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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 %
SSM
1826
Sound Shore Management
Connecticut
– -$389K -2,142 Closed
Rafferty Asset Management
1827
Rafferty Asset Management
New York
– -$387K -2,134 Closed
FIM
1828
Freedom Investment Management
Connecticut
– -$378K -2,083 Closed
MC
1829
Montag & Caldwell
Georgia
– -$345K -1,898 Closed
ECM
1830
ETrade Capital Management
Virginia
– -$331K -1,826 Closed
IT
1831
Investors Trust
Texas
– -$331K -1,826 Closed
FC
1832
FIC Capital
New York
– -$328K -1,810 Closed
WHRC
1833
W.H. Reaves & Co
New Jersey
– -$323K -1,778 Closed
RAM
1834
Roanoke Asset Management
New Jersey
– -$317K -1,749 Closed
FFSOTS
1835
Fiduciary Financial Services of The Southwest
Texas
– -$312K -1,718 Closed
DIP
1836
DT Investment Partners
Pennsylvania
– -$276K -1,523 Closed
WA
1837
WESPAC Advisors
California
– -$273K -1,506 Closed
SCA
1838
Stillwater Capital Advisors
Pennsylvania
– -$270K -1,487 Closed
FAT
1839
First American Trust
California
– -$260K -1,430 Closed
JIP
1840
Jaffetilchin Investment Partners
Florida
– -$258K -1,423 Closed
BGIM
1841
Boussard & Gavaudan Investment Management
United Kingdom
– -$257K -1,410 Closed
OCG
1842
Opus Capital Group
Ohio
– -$249K -1,370 Closed
PAMG
1843
Patton Albertson Miller Group
Tennessee
– -$246K -1,352 Closed
HAM
1844
Harber Asset Management
North Carolina
– -$244K -1,344 Closed
I
1845
IberiaBank
Louisiana
– -$244K -1,342 Closed
CS
1846
Comerica Securities
Michigan
– -$239K -1,319 Closed
NA
1847
Nottingham Advisors
New York
– -$237K -1,313 Closed
MCTIC
1848
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– -$237K -1,308 Closed
CW
1849
Cabot-Wellington
Massachusetts
– -$233K -1,284 Closed
MLL
1850
Moody Lynn & Lieberson
Massachusetts
– -$230K -1,268 Closed
71 72 73
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