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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 %
HR
951
Howe & Rusling
New York
$1.46M +$12.9K +93 +0.9%
SSIA
952
Spero-Smith Investment Advisers
Ohio
$1.45M -$12.7K -92 -0.9%
NSIM
953
North Star Investment Management
Illinois
$1.45M -$970 -7 -0.1%
TL
954
TowerView LLC
New York
$1.45M – – –
AAA
955
Adams Asset Advisors
Texas
$1.45M +$588K +4,246 +68%
CCM
956
Compton Capital Management
Rhode Island
$1.44M -$61K -440 -4%
GS
957
GAM Systematic
United Kingdom
$1.44M -$1.79M -12,934 -56%
CWP
958
Capital Wealth Planning
Florida
$1.42M – – –
TBA
959
Train Babcock Advisors
New York
$1.41M -$120K -863 -8%
MCA
960
Mercer Capital Advisers
New Jersey
$1.41M +$384K +2,767 +38%
DT
961
Diversified Trust
Tennessee
$1.4M +$5.68K +41 +0.4%
FCM
962
Forester Capital Management
Illinois
$1.39M -$25.9K -187 -2%
PMFA
963
Plante Moran Financial Advisors
Michigan
$1.39M -$288K -2,079 -17%
MPWT
964
MassMutual Private Wealth & Trust
Connecticut
$1.39M +$55.9K +308 +4%
EHWM
965
Eads & Heald Wealth Management
Georgia
$1.39M +$85.5K +617 +7%
HCMNY
966
Howard Capital Management (New York)
New York
$1.39M – – –
AB
967
Atlas Brown
Kentucky
$1.38M +$28.4K +205 +2%
EAM
968
Eagle Asset Management
Florida
$1.38M -$124K -895 -8%
MMPW
969
Mitchell McLeod Pugh & Williams
Alabama
$1.37M -$24.5K -177 -2%
KFS
970
Kurt F. Somerville
$1.37M -$119K -857 -8%
AF
971
Allworth Financial
California
$1.36M -$35.6K -257 -3%
YIA
972
YHB Investment Advisors
Connecticut
$1.36M +$7.07K +51 +0.5%
BRWA
973
B. Riley Wealth Advisors
Florida
$1.35M +$400K +2,887 +42%
GRQ
974
Gardner Russo & Quinn
Pennsylvania
$1.35M -$34K -245 -2%
MCM
975
Manchester Capital Management
Vermont
$1.34M +$117K +846 +10%
37 38
39
40 41