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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 %
Barrow, Hanley, Mewhinney & Strauss
201
Barrow, Hanley, Mewhinney & Strauss
Texas
$38.4M -$831K -5,416 -2%
IRF
202
IBM Retirement Fund
New York
$37.9M -$217K -1,418 -0.6%
FIM
203
Foresters Investment Management
New York
$37.6M +$481K +3,138 +1%
WF
204
Welch & Forbes
Massachusetts
$37.4M -$1.73M -11,284 -4%
Two Sigma Investments
205
Two Sigma Investments
New York
$36.7M +$36.7M +239,526 New
FAF
206
Fjarde Ap-fonden
Sweden
$36.5M -$3M -19,532 -8%
HPC
207
HM Payson & Co
Maine
$36.2M -$887K -5,784 -2%
GF
208
Gabelli Funds
New York
$35.8M -$6.93M -45,187 -16%
HP
209
Hikari Power
Japan
$35.2M +$7.75M +49,999 +28%
EIM
210
ExxonMobil Investment Management
Texas
$34.8M -$1.66M -10,829 -5%
RP
211
RBS Partners
Florida
$34.8M +$34.8M +226,569 New
AII
212
AGF Investments Inc
Ontario, Canada
$34.4M -$48.5M -316,495 -59%
MPI
213
Mairs & Power Inc
Minnesota
$34.1M +$2.25M +14,688 +7%
GT
214
Glenview Trust
Kentucky
$34M +$34M +221,776 New
CFC
215
Cincinnati Financial Corp
Ohio
$32.3M +$5.05M +32,949 +19%
RJA
216
Raymond James & Associates
Florida
$31.7M +$3.39M +22,084 +12%
AIMCA
217
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$31.6M +$3.34M +21,757 +12%
SRIM
218
Saratoga Research & Investment Management
California
$31.2M -$2.49M -16,210 -7%
PNC
219
Park National Corp
Ohio
$30.8M +$2.02M +13,173 +7%
CB
220
Commerce Bank
Missouri
$30.6M -$9.21M -60,040 -23%
BBHC
221
Brown Brothers Harriman & Co
New York
$30.5M -$2.64M -17,221 -8%
CAM
222
Cacti Asset Management
Georgia
$30.1M +$2.82M +18,362 +10%
Two Sigma Advisers
223
Two Sigma Advisers
New York
$30.1M +$30.1M +196,240 New
RCM
224
Riverhead Capital Management
Delaware
$29.5M +$7.16M +46,686 +32%
WBC
225
Westpac Banking Corp
Australia
$28.3M +$480K +3,155 +2%
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