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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 %
ITIM
901
Indiana Trust & Investment Management
Indiana
$1.68M -$26.1K -188 -2%
CCA
902
Checchi Capital Advisers
California
$1.68M +$145K +1,043 +9%
EIM
903
Emerson Investment Management
Massachusetts
$1.68M +$5.27K +38 +0.3%
KIG
904
Kovitz Investment Group
Illinois
$1.67M -$17.7K -128 -1%
VFA
905
Voya Financial Advisors
Connecticut
$1.67M -$30.8K -226 -2%
SHCM
906
Stokes & Hubbell Capital Management
Louisiana
$1.66M +$1.66M +12,005 New
LCM
907
Liberty Capital Management
Michigan
$1.66M -$37.7K -272 -2%
MM
908
Midas Management
New York
$1.65M -$283K -2,040 -15%
BCP
909
Blue Chip Partners
Michigan
$1.65M +$391K +2,821 +31%
GE
910
General Electric
Ohio
$1.64M – – –
CTA
911
Colonial Trust Advisors
South Carolina
$1.64M +$163K +1,177 +11%
CD
912
Carl Domino
Florida
$1.64M +$69.5K +501 +4%
SFG
913
SNS Financial Group
Minnesota
$1.64M +$209K +1,509 +15%
DDC
914
DF Dent & Co
Maryland
$1.63M +$31.7K +229 +2%
LPT
915
Legacy Private Trust
Wisconsin
$1.63M -$47.8K -345 -3%
SFSG
916
Stearns Financial Services Group
North Carolina
$1.62M – – –
ATC
917
Adirondack Trust Company
New York
$1.62M -$118K -852 -7%
FIM
918
Freedom Investment Management
Connecticut
$1.61M +$1.44M +32,897 +831%
WAM
919
Wolverine Asset Management
Illinois
$1.61M -$3.18M -22,924 -66%
PCTC
920
Perkins Coie Trust Company
Washington
$1.61M -$80.2K -579 -5%
HRC
921
Hoertkorn Richard Charles
$1.6M +$7.21K +52 +0.5%
WOC
922
West Oak Capital
California
$1.59M +$46.3K +334 +3%
CIP
923
Convergence Investment Partners
Florida
$1.59M -$8.4M -60,576 -84%
Mackenzie Financial
924
Mackenzie Financial
Ontario, Canada
$1.59M -$149K -1,077 -9%
DAC
925
Dividend Assets Capital
South Carolina
$1.58M -$265K -1,915 -14%
35 36
37
38 39