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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 %
SRC
751
Shufro Rose & Co
New York
$2.42M – – –
BB
752
Bell Bank
North Dakota
$2.42M +$2.42M +18,391 New
PIM
753
Progressive Investment Management
Oregon
$2.41M +$22.6K +172 +0.9%
SCI
754
S&CO Inc
Massachusetts
$2.41M -$460K -3,497 -16%
SNT
755
Security National Trust
West Virginia
$2.41M -$77.7K -591 -3%
CAM
756
Columbia Asset Management
Michigan
$2.41M -$125K -951 -5%
SGAM
757
Steinberg Global Asset Management
Florida
$2.4M -$60.5K -460 -2%
TCM
758
Telos Capital Management
California
$2.4M -$124K -942 -5%
RC
759
Roundview Capital
New Jersey
$2.39M -$61.6K -468 -3%
FFWA
760
FRG Family Wealth Advisors
Washington
$2.39M +$2.39M +18,172 New
SHCM
761
Stokes & Hubbell Capital Management
Louisiana
$2.38M +$803K +6,101 +51%
FMW
762
Farr Miller & Washington
District of Columbia
$2.38M +$6.97K +53 +0.3%
FM
763
Foster & Motley
Ohio
$2.38M -$8.95K -68 -0.4%
NAMA
764
Nikko Asset Management Americas
New York
$2.37M +$1.62M +12,134 +215%
ST
765
Spot Trading
Illinois
$2.36M -$6.32M -48,020 -73%
CPO
766
Cerity Partners OCIO
New York
$2.36M +$1.55M +11,745 +190%
WC
767
Whitnell & Co
Illinois
$2.35M -$107K -810 -4%
PTC
768
Private Trust Company
Ohio
$2.35M +$58.8K +447 +3%
ST
769
Spinnaker Trust
Maine
$2.32M -$104K -790 -4%
SMM
770
Stadion Money Management
Georgia
$2.31M +$258K +1,960 +13%
Bank of Nova Scotia
771
Bank of Nova Scotia
Ontario, Canada
$2.3M -$3M -22,837 -57%
BHIA
772
Birch Hill Investment Advisors
Massachusetts
$2.29M -$592K -4,502 -21%
LRPA
773
L. Roy Papp & Associates
Arizona
$2.29M -$778K -5,913 -25%
BAS
774
Brown Advisory Securities
Maryland
$2.29M -$19.1K -145 -0.8%
HDE
775
Hutner Daniel Ellsworth
$2.28M +$2.28M +17,313 New
29 30
31
32 33