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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 %
GJIC
476
Gamble Jones Investment Counsel
California
$6.49M -$846K -6,104 -12%
ID
477
Integral Derivatives
New York
$6.4M +$5.14M +37,113 +409%
MCM
478
Murphy Capital Management
New Jersey
$6.4M -$900K -6,495 -12%
Boston Partners
479
Boston Partners
Massachusetts
$6.39M +$1.25M +9,048 +24%
WJA
480
Williams Jones & Associates
New York
$6.39M -$159K -1,148 -2%
Twin Tree Management
481
Twin Tree Management
Texas
$6.36M +$5.1M +36,829 +407%
DWM
482
Dorchester Wealth Management
Quebec, Canada
$6.31M -$263K -1,423 -4%
B
483
Barings
North Carolina
$6.3M -$3M -21,673 -32%
Natixis Advisors
484
Natixis Advisors
Massachusetts
$6.28M -$950K -6,851 -13%
KCM
485
Kempner Capital Management
Texas
$6.26M – – –
PP
486
Palladium Partners
Virginia
$6.26M -$262K -1,892 -4%
MA
487
Montag & Associates
Georgia
$6.25M -$161K -1,161 -3%
RWA
488
Ropes Wealth Advisors
Massachusetts
$6.24M +$352K +2,543 +6%
RC
489
RegentAtlantic Capital
New Jersey
$6.2M +$233K +1,684 +4%
WPC
490
Waters Parkerson & Co
Louisiana
$6.15M +$82.6K +596 +1%
SCM
491
Shelton Capital Management
Colorado
$6.13M +$377K +2,719 +7%
RG
492
Rathbones Group
United Kingdom
$6.13M -$11.5K -83 -0.2%
AAM
493
Advisors Asset Management
Colorado
$6.1M +$2.25M +16,262 +59%
1SB
494
1ST Source Bank
Indiana
$6.04M -$145K -1,046 -2%
SGK
495
Steigerwald Gordon & Koch
Virginia
$6.04M +$462K +3,401 +8%
RMDI
496
R.M. Davis Inc
Maine
$6.04M -$2.65M -19,146 -31%
MCM
497
McRae Capital Management
New Jersey
$5.98M +$97.2K +701 +2%
KFC
498
Klingenstein Fields & Co
New York
$5.97M -$971K -7,008 -14%
KCM
499
Kanawha Capital Management
Virginia
$5.95M -$43.9K -317 -0.7%
SCA
500
Salient Capital Advisors
Texas
$5.93M +$154K +1,108 +3%
18 19
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