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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 %
BAM
776
Berkshire Asset Management
Pennsylvania
$2.27M +$1.19M +9,058 +110%
BOH
777
Bank of Hawaii
Hawaii
$2.27M -$31.6K -240 -1%
IC
778
Inverness Counsel
New York
$2.26M -$6.84K -52 -0.3%
FA
779
FDx Advisors
Illinois
$2.24M -$1.03M -7,801 -31%
OI
780
Oakbrook Investments
Illinois
$2.24M -$653K -4,963 -23%
FPFS
781
First Personal Financial Services
North Carolina
$2.23M +$117K +892 +6%
Parallax Volatility Advisers
782
Parallax Volatility Advisers
California
$2.23M -$24.3M -184,508 -92%
PWM
783
Perigon Wealth Management
California
$2.23M +$573K +4,355 +35%
CCS
784
Crosspoint Capital Strategies
California
$2.23M +$2.11M +13,812 +1,882%
M
785
MOTCO
Texas
$2.23M -$263K -1,996 -11%
QIM
786
Quest Investment Management
Oregon
$2.22M – – –
GCA
787
Guardian Capital Advisors
Ontario, Canada
$2.22M +$114K +925 +5%
MCMT
788
Moon Capital Management (Tennessee)
Tennessee
$2.21M +$392K +2,977 +21%
CIC
789
Carnegie Investment Counsel
Ohio
$2.2M +$85.5K +721 +4%
FPTW
790
Franklin, Parlapiano, Turner & Welch
Texas
$2.18M +$150K +1,138 +7%
PGA
791
Portland Global Advisors
Maine
$2.17M +$257K +1,956 +13%
FWM
792
Frontier Wealth Management
Missouri
$2.17M -$143K -1,088 -6%
MAA
793
Mraz Amerine & Associates
California
$2.16M +$148K +1,127 +7%
QOP
794
Quinn Opportunity Partners
Virginia
$2.16M +$27.5K +209 +1%
MC
795
MRJ Capital
New York
$2.14M -$330K -2,510 -13%
SS
796
Simplicity Solutions
Minnesota
$2.13M +$2.13M +16,175 New
MKC
797
M. Kraus & Co
Vermont
$2.12M -$92.2K -701 -4%
NPF
798
Norris Perne & French
Michigan
$2.12M +$1.55M +11,789 +272%
MAA
799
Matrix Asset Advisors
New York
$2.11M +$80.5K +612 +4%
PH
800
Pinnacle Holdings
Oklahoma
$2.11M -$36.3K -276 -2%
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