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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 %
RIG
826
Roosevelt Investment Group
New York
$2.04M +$121K +870 +6%
1832 Asset Management
827
1832 Asset Management
Ontario, Canada
$2.04M -$1.07M -7,697 -34%
MC
828
Martin & Co
Tennessee
$2.04M +$12.3K +89 +0.6%
RBC
829
Ronald Blue & Co
Georgia
$2.04M -$507K -3,656 -20%
Victory Capital Management
830
Victory Capital Management
Texas
$2.03M +$188K +1,354 +10%
PGA
831
Portland Global Advisors
Maine
$2.02M +$23.8K +172 +1%
PFM
832
PacWest Financial Management
Arizona
$2.01M +$5.82K +42 +0.3%
PTB
833
Pioneer Trust Bank
Oregon
$2M +$554 +4 +0%
EB
834
Eastern Bank
Massachusetts
$1.99M -$6.86M -49,518 -77%
JIC
835
Joel Isaacson & Co
New York
$1.99M -$136K -982 -6%
GF
836
Gerstein Fisher
New York
$1.98M -$111K -798 -5%
FFBTD
837
First Financial Bank - Trust Division
Ohio
$1.97M -$11.4K -82 -0.6%
NCM
838
Neumann Capital Management
California
$1.97M – – –
LCP
839
Legacy Capital Partners
Wisconsin
$1.96M +$70.6K +509 +4%
TWA
840
Tillar-Wenstrup Advisors
Ohio
$1.96M -$8.04K -58 -0.4%
CAM
841
Chesapeake Asset Management
New York
$1.96M -$5.82K -42 -0.3%
YMRC
842
Yorktown Management & Research Company
Virginia
$1.96M +$1.96M +14,121 New
BG
843
Bollard Group
Massachusetts
$1.95M +$15.8K +114 +0.8%
HVIA
844
Hudson Valley Investment Advisors
New York
$1.95M -$102K -737 -5%
PCI
845
Pacifica Capital Investments
Texas
$1.94M +$835K +6,164 +75%
VKH
846
Virtu KCG Holdings
New York
$1.94M -$4.15M -29,919 -68%
WAM
847
Weatherly Asset Management
California
$1.94M +$152K +1,100 +9%
AFWA
848
Ancora Family Wealth Advisors
Ohio
$1.94M +$1.94M +13,975 New
BBI
849
Baxter Bros Inc
Connecticut
$1.93M – – –
AP
850
AHL Partners
United Kingdom
$1.93M -$2.3M -16,626 -54%
32 33
34
35 36