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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 %
IMOV
501
Investment Management of Virginia
Virginia
$5.86M -$92.6K -668 -2%
PL
502
Parthenon LLC
Kentucky
$5.86M -$87K -628 -1%
RJA
503
Robshaw & Julian Associates
New York
$5.84M +$86.9K +627 +2%
DC
504
Davenport & Co
Virginia
$5.8M +$1.15M +8,280 +25%
OPCM
505
Osborne Partners Capital Management
California
$5.74M -$38.2K -276 -0.7%
TMAM
506
Tokio Marine Asset Management
Japan
$5.73M -$1.38M -9,977 -19%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$5.72M +$651K +4,697 +13%
BAAM
508
Baker Avenue Asset Management
California
$5.72M +$2.17M +15,631 +61%
FBNAT
509
FirstMerit Bank N.A. Trustee
Ohio
$5.69M -$147K -1,064 -3%
CK
510
Cohen Klingenstein
New York
$5.61M -$290K -2,092 -5%
Bank of Nova Scotia
511
Bank of Nova Scotia
Ontario, Canada
$5.59M +$2.96M +21,349 +113%
AC
512
AFAM Capital
Texas
$5.56M +$124K +896 +2%
BTW
513
Boston Trust Walden
Massachusetts
$5.55M -$101K -727 -2%
LDB
514
Lee, Danner & Bass
Tennessee
$5.54M -$247K -1,785 -4%
MCM
515
Matterhorn Capital Management
Texas
$5.53M +$5.53M +39,898 New
EWM
516
Evercore Wealth Management
New York
$5.49M -$180K -1,297 -3%
FCMC
517
Founders Capital Management (Connecticut)
Connecticut
$5.47M +$34.5K +250 +0.6%
MBI
518
Montrusco Bolton Investments
Quebec, Canada
$5.47M -$252K -1,818 -4%
CIA
519
Capital Investment Advisors
Georgia
$5.46M -$61.1K -441 -1%
BHTS
520
Bar Harbor Trust Services
Maine
$5.44M -$16.8K -121 -0.3%
NPC
521
National Planning Corporation
California
$5.42M +$25.6K +189 +0.5%
FWCM
522
Ferguson Wellman Capital Management
Oregon
$5.41M +$10.7K +77 +0.2%
CANC
523
Culbertson A N & Co
Virginia
$5.41M +$7.9K +57 +0.1%
KIA
524
KCM Investment Advisors
California
$5.4M -$131K -948 -2%
HTC
525
Haverford Trust Company
Pennsylvania
$5.4M +$872K +6,290 +19%
19 20
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