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IBM
IBM

Overview Fund Activity

1,721 hedge funds and large institutions have $94B invested in IBM in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 602 increasing their positions, 823 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
-27
Holders Change %
-1.54%
% of All Funds
45.91%
Holding in Top 10
94
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.08%
% of All Funds
2.51%
New
94
Increased
602
Reduced
823
Closed
102
Calls
$2.35B
Puts
$1.94B
Net Calls
+$406M
Net Calls Change
+$992M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.1B
2
Vanguard Group
Vanguard Group
Pennsylvania
$9.62B
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$12.8B
4
Allianz Asset Management
Allianz Asset Management
Germany
$572M
5
Lazard Asset Management
Lazard Asset Management
New York
$428M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$197M
2
State Street
State Street
Massachusetts
$8.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$809M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$287M
5
Barclays
Barclays
United Kingdom
$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
226
United Capital Financial Advisors
Texas
$27.5M +$2.77M +16,939 +11%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$27.5M -$105K -683 -0.4%
KCM
228
Kornitzer Capital Management
Kansas
$27.4M +$134K +874 +0.5%
URS
229
Utah Retirement Systems
Utah
$27.2M +$867K +5,648 +3%
Federated Hermes
230
Federated Hermes
Pennsylvania
$27M +$5.42M +35,334 +25%
CB
231
Commerce Bank
Missouri
$26.9M -$3.7M -24,095 -12%
Nomura Asset Management
232
Nomura Asset Management
Japan
$26.7M +$498K +3,243 +2%
OTPPB
233
Ontario Teachers' Pension Plan Board
Ontario, Canada
$26.5M +$3.66M +23,862 +16%
NSLI
234
Nan Shan Life Insurance
Taiwan
$26.1M – – –
SCM
235
SKBA Capital Management
California
$26M +$4.73M +30,857 +22%
ACM
236
Academy Capital Management
Texas
$25.9M +$9.08M +59,207 +54%
MA
237
MUFG Americas
New York
$25.8M -$2.13M -13,877 -8%
SW
238
SVB Wealth
Massachusetts
$25.6M -$472K -3,077 -2%
WB
239
WesBanco Bank
West Virginia
$25.5M -$321K -2,093 -1%
RFC
240
Regions Financial Corp
Alabama
$25.4M -$906K -5,907 -3%
CSIC
241
Clifford Swan Investment Counsel
California
$25.4M +$748K +4,877 +3%
SAM
242
Silvercrest Asset Management
New York
$25.2M +$163K +1,063 +0.7%
VDI
243
Vaughan David Investments
Illinois
$25M +$220K +1,431 +0.9%
Parallax Volatility Advisers
244
Parallax Volatility Advisers
California
$24.6M -$17.9M -116,665 -42%
O
245
OppenheimerFunds
New York
$23.9M +$11.5M +75,093 +93%
CBOA
246
Commonwealth Bank of Australia
Australia
$23.8M +$979K +6,380 +4%
VRS
247
Virginia Retirement Systems
Virginia
$23.8M -$2.8M -18,219 -11%
OC
248
Oppenheimer & Co
New York
$23.5M +$1.27M +8,283 +6%
HTI
249
Hikari Tsushin Inc
Japan
$23.4M – – –
SWITC
250
Stewart West Indies Trading Company
Colorado
$23.3M – – –
8 9
10
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