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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
Bank of New York Mellon
New York
+$161M
2
Deutsche Bank
Deutsche Bank
Germany
+$149M
3
State Street
State Street
Massachusetts
+$126M
4
Invesco
Invesco
Georgia
+$122M
5
NC
Nicholas Company
Wisconsin
+$121M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$339M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$284M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$279M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$275M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
601
Poplar Forest Capital
California
$4.04M -$248K -1,883 -6%
WA
602
WealthTrust Axiom
Pennsylvania
$4.03M -$614K -4,664 -13%
SCM
603
Sterling Capital Management
North Carolina
$4.03M -$99.9M -759,099 -96%
IHL
604
Investment House LLC
California
$4.02M -$162K -1,234 -4%
RIL
605
Rothschild Investment LLC
Illinois
$3.98M +$468K +3,561 +13%
BG
606
Bahl & Gaynor
Ohio
$3.98M -$1.07M -8,164 -21%
HIM
607
Hanlon Investment Management
New Jersey
$3.97M +$3.97M +30,158 New
LIA
608
LS Investment Advisors
Michigan
$3.96M -$433K -3,291 -10%
TSBJ
609
Trevor, Stewart, Burton & Jacobsen
New York
$3.95M +$347K +2,636 +10%
HTC
610
Haverford Trust Company
Pennsylvania
$3.95M -$1.18M -8,968 -23%
Victory Capital Management
611
Victory Capital Management
Texas
$3.94M +$2.01M +15,296 +105%
VV
612
Verity & Verity
South Carolina
$3.93M +$22.1K +168 +0.6%
Mariner
613
Mariner
Kansas
$3.89M +$804K +6,107 +26%
TMAM
614
Tokio Marine Asset Management
Japan
$3.87M -$1.57M -11,926 -29%
MIM
615
Marco Investment Management
Georgia
$3.86M -$308K -2,339 -7%
EFS
616
Essex Financial Services
Connecticut
$3.84M +$8.03K +61 +0.2%
PA
617
Profund Advisors
Maryland
$3.83M +$1.09M +8,280 +40%
RW
618
Rand Wealth
Maryland
$3.81M -$2.24M -17,010 -37%
Thrivent Financial for Lutherans
619
Thrivent Financial for Lutherans
Minnesota
$3.81M +$414K +3,149 +12%
LA
620
Lynch & Associates
Indiana
$3.8M -$167K -1,271 -4%
PLFAM
621
Pineno Levin & Ford Asset Management
Virginia
$3.75M +$3.75M +28,475 New
AT
622
Argent Trust
Texas
$3.74M +$3.74M +28,450 New
DWM
623
Dorchester Wealth Management
Quebec, Canada
$3.74M -$752K -5,716 -17%
OMCS
624
Old Mutual Customised Solutions
South Africa
$3.72M +$13.8K +105 +0.4%
AUB
625
Atlantic Union Bankshares
Virginia
$3.69M +$169K +1,281 +5%
23 24
25
26 27