IBM icon

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 %
TFF
1001
Timothy F. Fidgeon
$1.26M -$29K -209 -2%
SAM
1002
Summit Asset Management
Tennessee
$1.25M +$832 +6 +0.1%
MHIC
1003
Marble Harbor Investment Counsel
Massachusetts
$1.25M -$54.3K -392 -4%
DIS
1004
Diversified Investment Strategies
Louisiana
$1.24M +$5.13K +37 +0.4%
GSBTD
1005
Glenview State Bank Trust Department
Illinois
$1.23M -$72.5K -523 -6%
SFU
1006
Stonehage Fleming (UK)
United Kingdom
$1.23M +$768K +5,544 +166%
MM
1007
Meridian Management
Arkansas
$1.23M – – –
CHAM
1008
Clear Harbor Asset Management
Connecticut
$1.22M -$7.35K -53 -0.6%
TL
1009
Tirschwell & Loewy
New York
$1.22M +$14.6K +105 +1%
AIA
1010
Affinity Investment Advisors
California
$1.22M +$1.22M +8,786 New
AC
1011
Alexandria Capital
Virginia
$1.22M +$435K +3,138 +56%
CL
1012
CPWM LLC
Washington
$1.22M +$437K +3,156 +56%
RCAG
1013
Rehmann Capital Advisory Group
Michigan
$1.21M -$49.1K -354 -4%
PVWM
1014
Point View Wealth Management
New Jersey
$1.21M +$201K +1,448 +20%
CC
1015
Cadinha & Co
Hawaii
$1.2M +$114K +823 +11%
MHS
1016
M Holdings Securities
Oregon
$1.2M -$24.7K -178 -2%
FFC
1017
First Financial Corp
Indiana
$1.2M -$46.4K -335 -4%
IIM
1018
Ironwood Investment Management
Massachusetts
$1.19M +$32.4K +234 +3%
DLHL
1019
Donald L. Hagan LLC
Florida
$1.19M +$207K +1,492 +21%
NBC
1020
Neuberger Berman Canada
Ontario, Canada
$1.19M -$311K -2,245 -21%
AHS
1021
Aspiriant Holdings S3
California
$1.19M -$9.98K -72 -0.8%
AA
1022
Ancora Advisors
Ohio
$1.18M +$139 +1 +0%
BWM
1023
Baystate Wealth Management
Massachusetts
$1.18M – – –
AAIM
1024
American Assets Investment Management
California
$1.16M – – –
CSUI
1025
Cincinnati Specialty Underwriters Insurance
Ohio
$1.16M – – –
39 40
41
42 43