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IBM
IBM

Overview Fund Activity

1,733 hedge funds and large institutions have $78.5B invested in IBM in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 563 increasing their positions, 815 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,733
Holders Change
+23
Holders Change %
+1.35%
% of All Funds
45.51%
Holding in Top 10
69
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-26.6%
% of All Funds
1.81%
New
150
Increased
563
Reduced
815
Closed
105
Calls
$1.31B
Puts
$1.66B
Net Calls
-$359M
Net Calls Change
+$43.6M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$161M
2
Deutsche Bank
Deutsche Bank
Germany
+$149M
3
State Street
State Street
Massachusetts
+$126M
4
Invesco
Invesco
Georgia
+$122M
5
NC
Nicholas Company
Wisconsin
+$121M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$339M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$284M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$279M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$275M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
226
Riverhead Capital Management
Delaware
$26.1M -$4.71M -35,835 -15%
FAF
227
Fjarde Ap-fonden
Sweden
$25.8M +$44.5K +338 +0.2%
GIM
228
Greylin Investment Management
Virginia
$25M +$4.33M +32,924 +21%
Los Angeles Capital Management
229
Los Angeles Capital Management
California
$24.5M +$9.03M +68,653 +58%
BHWM
230
Bar Harbor Wealth Management
New Hampshire
$24.5M +$83K +631 +0.3%
FQ
231
First Quadrant
California
$24M +$12.5M +95,029 +108%
UCFA
232
United Capital Financial Advisors
Texas
$24M +$714K +5,428 +3%
VLKIM
233
Van Lanschot Kempen Investment Management
Netherlands
$23.6M +$1.6M +12,133 +7%
PI
234
Putnam Investments
Massachusetts
$23.4M +$3.83M +29,082 +20%
Voloridge Investment Management
235
Voloridge Investment Management
Florida
$23.3M -$2.49M -18,945 -10%
CBOA
236
Commonwealth Bank of Australia
Australia
$23.2M +$1.7M +12,943 +8%
KCM
237
Kornitzer Capital Management
Kansas
$22.8M -$212K -1,614 -0.9%
AAMU
238
Amundi Asset Management US
Massachusetts
$22.7M +$20.9K +159 +0.1%
ZIG
239
Zuckerman Investment Group
Illinois
$22.7M +$2.41M +18,352 +12%
SAM
240
Sawgrass Asset Management
Florida
$22.6M -$24.4M -185,581 -52%
SAM
241
Silvercrest Asset Management
New York
$22.6M +$1.62M +12,333 +8%
CB
242
Commerce Bank
Missouri
$22.5M +$271K +2,061 +1%
URS
243
Utah Retirement Systems
Utah
$22.4M +$41.3K +314 +0.2%
Nomura Asset Management
244
Nomura Asset Management
Japan
$22.3M -$973K -7,395 -4%
VDI
245
Vaughan David Investments
Illinois
$22.2M +$344K +2,611 +2%
CSIC
246
Clifford Swan Investment Counsel
California
$21.4M +$105K +796 +0.5%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$21M -$579K -4,403 -3%
SBCM
248
Schwerin Boyle Capital Management
Massachusetts
$20.8M +$392K +2,981 +2%
WB
249
WesBanco Bank
West Virginia
$20.5M -$689K -5,239 -3%
FMI
250
Factory Mutual Insurance
Massachusetts
$20.4M – – –
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