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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.

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
UBS Group
5
UBS Group
Switzerland
$320M

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 Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$12.3B 76,971,817 +6,493,805 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.83B 55,042,685 +1,273,799 +2%
State Street
3
State Street
Massachusetts
$8.77B 54,654,233 +1,768,413 +3%
BIT
4
BlackRock Institutional Trust
California
$3.89B 24,239,164 +109,479 +0.5%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$2.67B 16,651,892 – –
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.31B 14,408,672 +1,625,724 +13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.28B 14,219,112 +1,518,903 +12%
Northern Trust
8
Northern Trust
Illinois
$2.05B 12,751,392 -711,327 -5%
BFA
9
BlackRock Fund Advisors
California
$1.84B 11,479,988 +791,659 +7%
Norges Bank
10
Norges Bank
Norway
$1.35B 8,394,197 +518,857 +7%
BG
11
BlackRock Group
United Kingdom
$1.2B 7,499,285 +723,338 +11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.13B 7,022,703 +269,864 +4%
Bank of America
13
Bank of America
North Carolina
$1.08B 6,739,083 -541,414 -7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.06B 6,631,002 -2,173,396 -25%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$960M 5,983,833 -1,140,476 -16%
Wells Fargo
16
Wells Fargo
California
$957M 5,964,769 -741,751 -11%
TCIM
17
TIAA CREF Investment Management
New York
$813M 5,065,297 -74,434 -1%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$811M 5,055,244 +1,117,317 +28%
Legal & General Group
19
Legal & General Group
United Kingdom
$662M 4,124,737 -109,814 -3%
UBS AM
20
UBS AM
Illinois
$650M 4,048,625 +100,904 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$606M 3,774,100 -44,100 -1%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$600M 3,737,692 -1,382,983 -27%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$598M 3,730,093 -2,333,977 -38%
Morgan Stanley
24
Morgan Stanley
New York
$597M 3,720,407 -98,357 -3%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$550M 3,427,589 -341,889 -9%
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