IBM icon

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 %
LNWWM
826
Laird Norton Wetherby Wealth Management
California
$1.94M -$107K -810 -5%
ED
827
Exane Derivatives
France
$1.93M +$1.15M +8,764 +149%
MYAM
828
Meiji Yasuda Asset Management
Japan
$1.93M -$151K -1,150 -7%
PFM
829
PacWest Financial Management
Arizona
$1.92M +$12.4K +94 +0.6%
WKWM
830
Walter & Keenan Wealth Management
Indiana
$1.91M -$942K -7,165 -33%
WDA
831
Wendell David Associates
New Hampshire
$1.91M -$172K -1,305 -8%
NAM
832
NTV Asset Management
West Virginia
$1.91M -$667K -5,073 -26%
IC
833
Investment Counsel
Michigan
$1.9M +$1.9M +14,464 New
ST
834
Smithfield Trust
Pennsylvania
$1.9M -$173K -1,314 -8%
GCM
835
Gibraltar Capital Management
Oklahoma
$1.89M -$87.1K -662 -4%
HFA
836
High Falls Advisors
New York
$1.89M +$1.89M +14,375 New
PHS
837
Pekin Hardy Strauss
Illinois
$1.88M +$164K +1,246 +10%
FO
838
FT Options
Illinois
$1.88M +$1.88M +14,260 New
PFS
839
Physicians Financial Services
North Carolina
$1.87M +$1.87M +14,242 New
MC
840
Moors & Cabot
Massachusetts
$1.87M -$259K -1,964 -12%
PCI
841
Pacifica Capital Investments
Texas
$1.86M -$26.2K -199 -1%
CAM
842
Chesapeake Asset Management
New York
$1.86M – – –
WAM
843
Weatherly Asset Management
California
$1.85M +$10.9K +83 +0.6%
HBT
844
Hills Bank & Trust
Iowa
$1.85M -$487K -3,702 -21%
LCP
845
Legacy Capital Partners
Wisconsin
$1.85M -$13K -99 -0.7%
Fuller & Thaler Asset Management
846
Fuller & Thaler Asset Management
California
$1.84M -$248K -1,883 -12%
CT
847
Coastline Trust
Rhode Island
$1.83M +$577K +4,385 +46%
MC
848
Martin & Co
Tennessee
$1.82M -$112K -848 -6%
PTB
849
Pioneer Trust Bank
Oregon
$1.82M -$81.2K -617 -4%
AP
850
Advisor Partners
California
$1.82M +$35.1K +267 +2%
32 33
34
35 36