IBM icon

IBM
IBM

Overview Fund Activity

1,710 hedge funds and large institutions have $83.4B invested in IBM in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 626 increasing their positions, 766 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,710
Holders Change
-27
Holders Change %
-1.55%
% of All Funds
47.79%
Holding in Top 10
94
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.55%
% of All Funds
2.63%
New
70
Increased
626
Reduced
766
Closed
86
Calls
$1.31B
Puts
$1.71B
Net Calls
-$402M
Net Calls Change
-$13.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$490M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$213M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$203M
4
Bank of America
Bank of America
North Carolina
+$177M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$119M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$173M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$159M
3
Citigroup
Citigroup
New York
-$133M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$119M
5
State Street
State Street
Massachusetts
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
276
Tocqueville Asset Management
New York
$19.8M +$4.94M +35,648 +33%
HIMC
277
Heritage Investors Management Corp
Maryland
$19.7M +$286K +2,067 +1%
Asset Management One
278
Asset Management One
Japan
$19.4M +$5.69M +41,436 +41%
LCS
279
Levin Capital Strategies
New York
$19.4M +$594K +4,288 +3%
Baird Financial Group
280
Baird Financial Group
Wisconsin
$19.3M +$101K +732 +0.5%
LTFS
281
Ladenburg Thalmann Financial Services
Florida
$19.2M -$56.7K -410 -0.3%
OA
282
Oak Associates
Ohio
$18.9M -$378K -2,725 -2%
Creative Planning
283
Creative Planning
Kansas
$18.9M +$583K +4,206 +3%
Mitsubishi UFJ Asset Management
284
Mitsubishi UFJ Asset Management
Japan
$18.7M +$196K +1,414 +1%
FT
285
Fiduciary Trust
Massachusetts
$18.6M -$790K -5,699 -4%
EARNEST Partners
286
EARNEST Partners
Georgia
$18.4M +$433K +3,124 +2%
TRSOTSOK
287
Teachers Retirement System of the State of Kentucky
Kentucky
$18.3M – – –
DP
288
Dearborn Partners
Illinois
$18.3M +$718K +5,184 +4%
RJFSA
289
Raymond James Financial Services Advisors
Florida
$18.2M +$13.3M +96,170 +273%
B
290
BP
United Kingdom
$18.1M – – –
GIA
291
Guyasuta Investment Advisors
Pennsylvania
$17.8M +$134K +964 +0.8%
MSA
292
Mason Street Advisors
Wisconsin
$16.9M -$192K -1,385 -1%
CCP
293
Clarkston Capital Partners
Michigan
$16.9M +$659K +4,758 +4%
ACM
294
Azimuth Capital Management
Michigan
$16.9M -$1.45M -10,434 -8%
MIHAS
295
Maj Invest Holding A/S
Denmark
$16.8M +$2.34M +16,861 +16%
PTC
296
Philadelphia Trust Company
Pennsylvania
$16.7M +$14.1M +101,750 +549%
BCM
297
Bridgeway Capital Management
Texas
$16.6M -$767K -5,533 -4%
CIC
298
Chilton Investment Company
Connecticut
$16.4M +$14.5M +104,809 +759%
Los Angeles Capital Management
299
Los Angeles Capital Management
California
$16.3M -$10.8M -77,831 -40%
BC
300
Bartlett & Co
Ohio
$16.3M -$151K -1,087 -0.9%
10 11
12
13 14