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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 %
AAC
601
Asset Advisors Corp
Georgia
$4.11M -$1.02M -7,363 -20%
CLOS
602
Compagnie Lombard Odier SCmA
Switzerland
$4.11M -$69.5K -502 -2%
MHI
603
Miller Howard Investments
New York
$4.1M +$3.36M +24,263 +458%
TFA
604
Transamerica Financial Advisors
Florida
$4.08M +$1.32M +9,527 +48%
SOADOR
605
State of Alaska Department of Revenue
Alaska
$4.07M -$219K -1,579 -5%
OWD
606
Osborn Williams & Donohoe
Ohio
$4.05M -$62.1K -447 -2%
HHC
607
Hutchin Hill Capital
New York
$4.05M +$1.16M +8,368 +40%
EFS
608
Essex Financial Services
Connecticut
$4.03M -$55.9K -403 -1%
CGT
609
Capital Guardian Trust
California
$4.03M -$39.8K -287 -1%
NG
610
NatWest Group
United Kingdom
$4.02M -$136K -979 -3%
BFO
611
Boston Family Office
Massachusetts
$4.02M -$11K -79 -0.3%
SWP
612
Stratos Wealth Partners
Ohio
$4.01M -$34.4K -248 -0.8%
ATC
613
Argent Trust Company
Louisiana
$4M -$105K -754 -3%
LBC
614
Lowe Brockenbrough & Co
Virginia
$3.98M -$81.8K -590 -2%
CCMINC
615
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.95M +$75.1K +542 +2%
ACP
616
Ashfield Capital Partners
California
$3.94M -$314K -2,268 -7%
MA
617
Marshwinds Advisory
Georgia
$3.93M +$48.8K +352 +1%
Citadel Advisors
618
Citadel Advisors
Florida
$3.93M +$3.93M +28,350 New
OMCS
619
Old Mutual Customised Solutions
South Africa
$3.9M +$14.4K +104 +0.4%
HAI
620
Hennessy Advisors Inc
California
$3.9M +$1.65M +11,924 +74%
FBC
621
Fairfield, Bush & Co
Connecticut
$3.88M -$1.08M -7,823 -22%
PWW
622
Pettyjohn Wood & White
Virginia
$3.88M -$88.3K -637 -2%
HAIM
623
Hunter Associates Investment Management
Pennsylvania
$3.88M – – –
WP
624
WMS Partners
Maryland
$3.87M -$646K -4,658 -14%
SYBT
625
Stock Yards Bank & Trust
Kentucky
$3.85M +$141K +1,016 +4%
23 24
25
26 27