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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 %
HT
951
HAP Trading
New York
$1.4M +$1.4M +10,661 New
ASC
952
Atalanta Sosnoff Capital
New York
$1.4M -$415K -3,156 -23%
DDC
953
DF Dent & Co
Maryland
$1.4M -$151K -1,151 -10%
SSIA
954
Spero-Smith Investment Advisers
Ohio
$1.39M +$16.2K +123 +1%
YIA
955
YHB Investment Advisors
Connecticut
$1.39M +$97.9K +744 +8%
LA
956
Lau Associates
Delaware
$1.38M -$55.3K -420 -4%
KFA
957
Kays Financial Advisory
Georgia
$1.38M +$115K +873 +9%
LIM
958
Leavell Investment Management
Alabama
$1.38M -$285K -2,165 -17%
CD
959
Carl Domino
Florida
$1.38M -$178K -1,352 -11%
DIS
960
Diversified Investment Strategies
Louisiana
$1.37M +$193K +1,464 +16%
JT
961
Jump Trading
Illinois
$1.36M -$33K -251 -2%
TI
962
Trexquant Investment
Connecticut
$1.36M +$1.36M +10,355 New
WAM
963
Wealthspire Advisors (Maryland)
Maryland
$1.36M +$1.36M +10,334 New
CWP
964
Capital Wealth Planning
Florida
$1.36M – – –
LPT
965
Legacy Private Trust
Wisconsin
$1.36M -$189K -1,438 -12%
FL
966
Fort LP
Maryland
$1.35M -$1.52M -11,515 -53%
BG
967
Bollard Group
Massachusetts
$1.35M -$507K -3,851 -27%
CAG
968
Crestwood Advisors Group
Massachusetts
$1.34M +$250K +1,898 +23%
WTB
969
Washington Trust Bank
Washington
$1.33M -$52.9K -402 -4%
DT
970
Diversified Trust
Tennessee
$1.33M +$1.05K +8 +0.1%
CCM
971
Cullen Capital Management
New York
$1.32M +$86.7K +659 +7%
ATC
972
Adirondack Trust Company
New York
$1.32M -$72.2K -605 -5%
WRM
973
Westport Resources Management
Connecticut
$1.32M -$180K -1,369 -12%
HCMNY
974
Howard Capital Management (New York)
New York
$1.32M – – –
CS
975
Cannell & Spears
New York
$1.31M +$564K +4,287 +76%
37 38
39
40 41