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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 %
PAM
776
PartnerRe Asset Management
Connecticut
$2.36M -$33.8K -244 -1%
VAS
777
Valicenti Advisory Services
New York
$2.34M -$107K -775 -4%
RCM
778
RNC Capital Management
California
$2.34M +$6.79K +49 +0.3%
QIM
779
Quest Investment Management
Oregon
$2.34M -$10.8K -78 -0.5%
MKC
780
M. Kraus & Co
Vermont
$2.33M -$109K -789 -4%
BB
781
Busey Bank
Illinois
$2.33M +$355K +2,561 +18%
CHC
782
City Holding Co
West Virginia
$2.31M +$13.3K +96 +0.6%
BA
783
Birinyi Associates
Connecticut
$2.31M +$268K +1,935 +13%
PFM
784
Parsec Financial Management
North Carolina
$2.28M +$519K +3,744 +29%
LCM
785
Lucas Capital Management
New Jersey
$2.27M -$420K -3,032 -16%
DPIM
786
Duff & Phelps Investment Management
Illinois
$2.27M -$129K -931 -5%
PH
787
Pinnacle Holdings
Oklahoma
$2.26M +$39.2K +283 +2%
GCA
788
Guardian Capital Advisors
Ontario, Canada
$2.25M +$40.8K +309 +2%
QOP
789
Quinn Opportunity Partners
Virginia
$2.25M – – –
BE
790
Bonness Enterprises
District of Columbia
$2.24M – – –
Acadian Asset Management
791
Acadian Asset Management
Massachusetts
$2.24M -$552K -3,987 -20%
ECM
792
EII Capital Management
New York
$2.23M – – –
MC
793
Moors & Cabot
Massachusetts
$2.23M -$13.8K -100 -0.6%
FPFS
794
First Personal Financial Services
North Carolina
$2.23M +$256K +1,845 +13%
RS
795
Robeco Schweiz
Switzerland
$2.23M -$2.07M -15,167 -48%
B
796
Bailard
California
$2.22M -$44.9K -324 -2%
Fuller & Thaler Asset Management
797
Fuller & Thaler Asset Management
California
$2.2M +$72.5K +523 +3%
WDA
798
Wendell David Associates
New Hampshire
$2.19M -$111K -804 -5%
ECM
799
Everence Capital Management
Indiana
$2.19M – – –
TC
800
Taylor Cottrill
New Hampshire
$2.19M -$43.5K -314 -2%
30 31
32
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