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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 %
MCM
1051
Maryland Capital Management
Maryland
$1.08M +$1.97K +15 +0.2%
BA
1052
Birinyi Associates
Connecticut
$1.08M -$1.11M -8,420 -51%
AI
1053
ArchPoint Investors
Florida
$1.08M +$1.08M +8,180 New
IAS
1054
INR Advisory Services
Pennsylvania
$1.08M – – –
AP
1055
Atwood & Palmer
Missouri
$1.07M +$40.4K +307 +4%
MIC
1056
Meridian Investment Counsel
California
$1.07M – – –
SFU
1057
Stonehage Fleming (UK)
United Kingdom
$1.06M -$106K -808 -9%
MHS
1058
M Holdings Securities
Oregon
$1.06M -$79.9K -607 -7%
WA
1059
Wealth Architects
California
$1.06M +$163K +1,241 +18%
CC
1060
Cadinha & Co
Hawaii
$1.05M -$88.1K -670 -8%
OPTFSNA
1061
Old Point Trust & Financial Services N A
Virginia
$1.05M +$6.97K +53 +0.7%
OC
1062
Oakworth Capital
Alabama
$1.05M +$833K +6,338 +386%
WIS
1063
Wright Investors Service
Connecticut
$1.05M +$402K +3,054 +62%
SCM
1064
SOL Capital Management
Maryland
$1.04M -$58.5K -445 -5%
EWA
1065
EP Wealth Advisors
California
$1.04M -$4.47K -34 -0.4%
MGIA
1066
Moneta Group Investment Advisors
Missouri
$1.04M +$248K +1,883 +31%
WP
1067
WealthPLAN Partners
Nebraska
$1.03M +$1.03M +24,100 New
FTC
1068
Farmers Trust Company
Ohio
$1.03M -$43K -327 -4%
JWA
1069
JFS Wealth Advisors
Pennsylvania
$1.03M +$38.7K +294 +4%
ACM
1070
Argentus Capital Management
Texas
$1.02M -$2.17M -16,497 -68%
DLHL
1071
Donald L. Hagan LLC
Florida
$1.02M -$110K -835 -10%
PP
1072
Patten & Patten
Tennessee
$1.02M -$211K -1,607 -17%
RMCM
1073
Reynders McVeigh Capital Management
Massachusetts
$1.02M +$97.6K +742 +11%
WCM
1074
Weik Capital Management
Pennsylvania
$1.01M +$356K +2,704 +54%
AHS
1075
Aspiriant Holdings S3
California
$1.01M -$113K -858 -10%
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