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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 %
QCMC
1851
Quantum Capital Management (California)
California
– -$230K -1,266 Closed
SCM
1852
Snow Capital Management
Pennsylvania
– -$229K -1,260 Closed
CK
1853
Carnick & Kubik
Colorado
– -$228K -1,255 Closed
VIM
1854
Veritas Investment Management
United Kingdom
– -$228K -1,255 Closed
RPGK
1855
Retirement Planning Group (Kansas)
Kansas
– -$223K -1,228 Closed
VFP
1856
Verus Financial Partners
Virginia
– -$221K -1,218 Closed
KB
1857
Kimelman & Baird
New York
– -$215K -1,182 Closed
SMC
1858
Smith, Moore & Co
Missouri
– -$214K -1,177 Closed
NC
1859
NBW Capital
Massachusetts
– -$213K -1,172 Closed
SIM
1860
Sigma Investment Management
Oregon
– -$213K -1,172 Closed
CCM
1861
Copeland Capital Management
Pennsylvania
– -$213K -1,172 Closed
SSI
1862
Scott & Selber Inc
Texas
– -$211K -1,160 Closed
CAM
1863
CG Asset Management
New York
– -$209K -1,151 Closed
GJCM
1864
Grand Jean Capital Management
California
– -$208K -1,149 Closed
NCMW
1865
Northern Capital Management (Wisconsin)
Wisconsin
– -$205K -1,130 Closed
IUAM
1866
Itau USA Asset Management
New York
– -$171K -941 Closed
LOCC
1867
Lombard Odier & Cie (Canada)
Quebec, Canada
– -$114K -628 Closed
CA
1868
CapWealth Advisors
Tennessee
– -$104K -575 Closed
SCA
1869
Strategic Capital Alternatives
United States
– -$89K -493 Closed
PFO
1870
Pathstone Family Office
New Jersey
– -$73K -402 Closed
YL
1871
YCG LLC
Texas
– -$19K -105 Closed
Group One Trading
1872
Group One Trading
Illinois
– -$19K -105 Closed
AIM
1873
Artemis Investment Management
United Kingdom
– -$19K -104 Closed
EA
1874
Ecofin Advisors
United Kingdom
– -$6K -31 Closed
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