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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 %
NFGCM
1001
Norman Fields Gottscho Capital Management
New York
$1.23M -$27.5K -209 -2%
BVDMP
1002
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.23M – – –
ICAS
1003
Investors Capital Advisory Services
Massachusetts
$1.22M -$171K -1,298 -12%
CHAM
1004
Clear Harbor Asset Management
Connecticut
$1.22M +$55.1K +419 +5%
MCA
1005
Mercer Capital Advisers
New Jersey
$1.22M -$120K -910 -9%
GIA
1006
GHP Investment Advisors
Colorado
$1.21M -$7.1K -54 -0.6%
SC
1007
Savant Capital
Illinois
$1.21M +$121K +923 +11%
HSA
1008
HBK Sorce Advisory
Pennsylvania
$1.21M +$136K +1,032 +13%
CYG
1009
Clean Yield Group
Vermont
$1.21M +$323K +2,757 +37%
HHAA
1010
Henry H. Armstrong Associates
Pennsylvania
$1.2M -$5K -38 -0.4%
RCAG
1011
Rehmann Capital Advisory Group
Michigan
$1.2M +$51.2K +389 +4%
AFWA
1012
Ancora Family Wealth Advisors
Ohio
$1.19M -$648K -4,925 -35%
DE
1013
Day & Ennis
Georgia
$1.19M +$1.19M +9,030 New
WC
1014
Whitney & Co
New York
$1.18M -$48.2K -366 -4%
BMC
1015
Benin Management Corp
Connecticut
$1.18M -$526K -4,000 -31%
GW
1016
GW & Wade
Massachusetts
$1.18M -$301K -2,288 -20%
TAM
1017
Trillium Asset Management
Massachusetts
$1.18M -$80.6K -613 -6%
NI
1018
Numeric Investors
Massachusetts
$1.17M -$261K -1,987 -18%
CM
1019
Cornerstone Management
Georgia
$1.17M +$207K +1,573 +22%
MM
1020
Meridian Management
Arkansas
$1.17M – – –
FCM
1021
Forester Capital Management
Illinois
$1.17M -$158K -1,200 -12%
TL
1022
Tirschwell & Loewy
New York
$1.16M +$5.79K +44 +0.5%
FMT
1023
First Mercantile Trust
Tennessee
$1.16M -$66.7K -507 -5%
HWP
1024
Hefty Wealth Partners
Indiana
$1.16M +$1.16M +8,824 New
VC
1025
Vicus Capital
Pennsylvania
$1.16M +$523K +3,980 +82%
39 40
41
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