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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 %
SCM
1026
SOL Capital Management
Maryland
$1.16M – – –
PSC
1027
Prentiss Smith & Co
Vermont
$1.16M -$41.8K -302 -3%
BAM
1028
Bruderman Asset Management
New York
$1.16M +$24.8K +179 +2%
SIG
1029
Schooner Investment Group
Pennsylvania
$1.15M -$575K -4,184 -33%
SC
1030
Savant Capital
Illinois
$1.15M +$17.3K +125 +2%
CAG
1031
Crestwood Advisors Group
Massachusetts
$1.14M -$41.9K -302 -4%
BDF
1032
Balasa Dinverno & Foltz
$1.14M -$223K -1,612 -16%
BAM
1033
Berkshire Asset Management
Pennsylvania
$1.14M +$17.3K +125 +2%
MCM
1034
Maryland Capital Management
Maryland
$1.14M -$122K -882 -10%
MVA
1035
Mount Vernon Associates
Maryland
$1.14M +$7.21K +52 +0.6%
IAS
1036
INR Advisory Services
Pennsylvania
$1.13M -$693 -5 -0.1%
TIA
1037
Trust Investment Advisors
Indiana
$1.13M -$61K -440 -5%
FTC
1038
Farmers Trust Company
Ohio
$1.13M -$49.2K -355 -4%
HSA
1039
HBK Sorce Advisory
Pennsylvania
$1.13M +$43.8K +316 +4%
JCM
1040
Jag Capital Management
Missouri
$1.13M +$8.73K +63 +0.8%
MIC
1041
Meridian Investment Counsel
California
$1.12M -$21.8K -157 -2%
TCM
1042
Tran Capital Management
California
$1.12M +$36.3K +262 +3%
AWM
1043
Avior Wealth Management
Nebraska
$1.12M +$952K +6,866 +571%
BA
1044
Bennicas & Associates
California
$1.12M -$40.8K -294 -4%
ZIG
1045
Zurich Insurance Group
Switzerland
$1.12M +$1.12M +8,054 New
ALA
1046
Atherton Lane Advisers
California
$1.11M -$64.3K -464 -5%
MCC
1047
Mid Continent Capital
Illinois
$1.11M -$297K -2,145 -21%
DSI
1048
Daiwa SB Investments
Japan
$1.1M -$21.8K -157 -2%
SFSIG
1049
San Francisco Sentry Investment Group
California
$1.1M – – –
EWA
1050
EP Wealth Advisors
California
$1.1M +$89.6K +646 +9%
40 41
42
43 44