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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 %
SI
726
SII Investments
Wisconsin
$2.67M +$172K +1,299 +7%
SCM
727
Schnieders Capital Management
California
$2.66M -$206K -1,563 -7%
DSA
728
Davis Selected Advisers
Arizona
$2.66M -$58.9K -448 -2%
AWCI
729
Alpine Woods Capital Investors
New York
$2.65M – – –
MIS
730
Morningstar Investment Services
Illinois
$2.63M +$2.36M +17,973 +904%
PAM
731
PVG Asset Management
Colorado
$2.63M +$2.63M +19,957 New
Twin Tree Management
732
Twin Tree Management
Texas
$2.62M -$3.42M -25,955 -57%
MNBTD
733
Moody National Bank Trust Division
Texas
$2.62M -$27.5K -209 -1%
MRCM
734
M&R Capital Management
New Jersey
$2.6M +$73.9K +562 +3%
DBIA
735
Dumont & Blake Investment Advisors
New Jersey
$2.6M +$61.4K +467 +2%
FBT
736
First Bankers Trust
Kentucky
$2.59M -$111K -842 -4%
SC
737
SouthState Corp
Florida
$2.58M +$144K +1,096 +6%
PPSG
738
Princeton Portfolio Strategies Group
New Jersey
$2.58M +$271K +2,056 +12%
AAA
739
Adams Asset Advisors
Texas
$2.56M +$1.19M +9,024 +86%
WC
740
Woodstock Corp
Massachusetts
$2.55M +$6.45K +49 +0.3%
AMIM
741
Aull & Monroe Investment Management
Alabama
$2.54M +$20.7K +157 +0.8%
ITIM
742
Indiana Trust & Investment Management
Indiana
$2.54M +$680K +4,435 +37%
WIC
743
Wilkins Investment Counsel
Massachusetts
$2.52M +$20.9K +159 +0.8%
JPMIA
744
J.P. Marvel Investment Advisors
Massachusetts
$2.51M +$2.51M +19,066 New
TSW
745
Thompson Siegel & Walmsley
Virginia
$2.5M -$55.9K -425 -2%
GIA
746
Gargoyle Investment Advisor
New Jersey
$2.5M +$688K +5,230 +38%
VHAM
747
Van Hulzen Asset Management
California
$2.47M -$4.74K -36 -0.2%
GA
748
GFS Advisors
Texas
$2.46M -$275K -2,092 -10%
TRIM
749
Thompson Rubinstein Investment Management
Oregon
$2.46M -$248K -1,885 -9%
Pacer Advisors
750
Pacer Advisors
Pennsylvania
$2.43M +$2.16M +16,420 +793%
28 29
30
31 32