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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 %
MC
926
Middleton & Co
Massachusetts
$1.51M -$125K -950 -8%
CICI
927
Capital Investment Counsel Inc
North Carolina
$1.51M +$64.7K +492 +4%
Mackenzie Financial
928
Mackenzie Financial
Ontario, Canada
$1.51M – – –
ADL
929
Asset Dedication LLC
California
$1.51M +$1.51M +11,442 New
LCM
930
Liberty Capital Management
Michigan
$1.5M -$73K -555 -5%
DAC
931
Dividend Assets Capital
South Carolina
$1.49M -$12.4K -94 -0.8%
ZB
932
Zions Bancorporation
Utah
$1.49M -$85.8K -659 -5%
CIM
933
Cetera Investment Management
California
$1.49M +$1.49M +11,170 New
EI
934
EDMP Inc
Florida
$1.48M +$38.4K +292 +3%
HR
935
Howe & Rusling
New York
$1.48M +$100K +762 +7%
AWA
936
Arete Wealth Advisors
Illinois
$1.47M +$470K +3,570 +47%
WSTAM
937
Wilbanks Smith & Thomas Asset Management
Virginia
$1.47M -$1.74M -13,223 -54%
SAMNY
938
Samsung Asset Management (New York)
New York
$1.46M -$211K -1,600 -13%
BCM
939
BTR Capital Management
California
$1.45M -$35.1K -267 -2%
BT
940
Beacon Trust
New Jersey
$1.45M -$20.7K -157 -1%
FWM
941
Focused Wealth Management
New York
$1.44M -$921 -7 -0.1%
WOC
942
West Oak Capital
California
$1.44M -$70.5K -536 -5%
BIC
943
Beach Investment Counsel
Pennsylvania
$1.44M -$544K -4,132 -27%
GIM
944
Grassi Investment Management
California
$1.44M – – –
RS
945
Robeco Schweiz
Switzerland
$1.43M -$749K -5,621 -34%
BBI
946
Baxter Bros Inc
Connecticut
$1.43M -$210K -1,593 -13%
BWP
947
Baldwin Wealth Partners
Massachusetts
$1.42M +$442K +3,357 +45%
CTA
948
Colonial Trust Advisors
South Carolina
$1.41M -$143K -1,087 -9%
LNB
949
Ledyard National Bank
$1.41M -$13K -99 -0.9%
HB
950
Homrich & Berg
Georgia
$1.41M -$81.8K -622 -6%
36 37
38
39 40