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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 %
AIA
1026
Affinity Investment Advisors
California
$1.16M +$1.58K +12 +0.1%
W
1027
Wealthfront
California
$1.16M -$474K -3,600 -29%
SCM
1028
Southport Capital Management
Tennessee
$1.15M -$56.7K -431 -5%
IIM
1029
Ironwood Investment Management
Massachusetts
$1.15M +$19.1K +145 +2%
CL
1030
CPWM LLC
Washington
$1.15M -$6.58K -50 -0.6%
CI
1031
CAZ Investments
Texas
$1.15M +$121K +920 +12%
ST
1032
Semper Trust
Pennsylvania
$1.15M +$1.15M +8,734 New
LH
1033
Lebenthal Holdings
New York
$1.15M -$3.06M -23,248 -73%
AF
1034
Allworth Financial
California
$1.15M -$146K -1,111 -11%
SAM
1035
Summit Asset Management
Tennessee
$1.14M -$51.8K -394 -4%
MWM
1036
Mission Wealth Management
California
$1.13M +$310K +2,356 +38%
FFC
1037
First Financial Corp
Indiana
$1.13M -$8.81K -67 -0.8%
MHIC
1038
Marble Harbor Investment Counsel
Massachusetts
$1.12M -$60.5K -460 -5%
AC
1039
Alexandria Capital
Virginia
$1.12M -$32.4K -246 -3%
SWM
1040
Stockman Wealth Management
Montana
$1.12M -$111K -846 -9%
AWM
1041
Avior Wealth Management
Nebraska
$1.12M +$53.2K +404 +5%
PVWM
1042
Point View Wealth Management
New Jersey
$1.11M -$40.7K -309 -4%
AAIM
1043
American Assets Investment Management
California
$1.1M – – –
CSUI
1044
Cincinnati Specialty Underwriters Insurance
Ohio
$1.1M – – –
GSBTD
1045
Glenview State Bank Trust Department
Illinois
$1.09M -$77.8K -591 -7%
MVA
1046
Mount Vernon Associates
Maryland
$1.09M +$13.8K +105 +1%
BWM
1047
Baystate Wealth Management
Massachusetts
$1.09M -$27.5K -209 -2%
JCM
1048
Jag Capital Management
Missouri
$1.08M +$13.7K +104 +1%
BOTW
1049
Bank of the West
California
$1.08M -$739K -5,617 -41%
PSC
1050
Prentiss Smith & Co
Vermont
$1.08M -$15.9K -121 -1%
40 41
42
43 44