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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
1
Bank of New York Mellon
New York
$1.95B
2
Deutsche Bank
2
Deutsche Bank
Germany
$555M
3
State Street
3
State Street
Massachusetts
$6.83B
4
Invesco
4
Invesco
Georgia
$533M
5
NC
5
Nicholas Company
Wisconsin
$121M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$87.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.76B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$371M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$10.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
26
Nordea Investment Management
Sweden
$484M -$1.55M -11,780 -0.3%
Charles Schwab
27
Charles Schwab
California
$467M +$27.6M +209,571 +6%
UBS AM
28
UBS AM
Illinois
$405M -$60.2M -457,916 -13%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$392M +$3.1M +23,535 +0.8%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$382M -$20.2M -153,684 -5%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$371M -$279M -2,123,743 -43%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$371M -$13.4M -100,816 -3%
Goldman Sachs
33
Goldman Sachs
New York
$369M +$23.4M +178,091 +7%
Barclays
34
Barclays
United Kingdom
$368M +$32.4M +247,732 +10%
ATO
35
Alecta Tjanstepension Omsesidigt
Sweden
$365M – – –
AIG
36
American International Group
New York
$362M +$27.9M +211,754 +8%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$350M +$120M +909,289 +52%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$338M -$11.1M -84,726 -3%
PPA
39
Parametric Portfolio Associates
Washington
$316M +$23M +174,972 +8%
AllianceBernstein
40
AllianceBernstein
Tennessee
$307M +$79.1M +601,142 +35%
UBS Group
41
UBS Group
Switzerland
$295M +$38.9M +295,907 +15%
BIM
42
BlackRock Investment Management
Delaware
$292M -$3.1M -23,577 -1%
BlackRock
43
BlackRock
New York
$285M -$7.86M -59,736 -3%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$282M -$6.09M -46,264 -2%
LSV Asset Management
45
LSV Asset Management
Illinois
$267M +$2.4M +18,243 +0.9%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$265M -$62.9M -477,796 -19%
Swiss National Bank
47
Swiss National Bank
Switzerland
$264M +$3.06M +23,221 +1%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$262M -$3.42M -25,974 -1%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$253M +$16.4M +124,285 +7%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$247M +$60.2M +457,834 +32%
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