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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 %
BPM
1076
Bowling Portfolio Management
Ohio
$1.04M +$49.3K +356 +5%
PC
1077
Palo Capital
California
$1.04M +$96.5K +696 +10%
BWP
1078
Baldwin Wealth Partners
Massachusetts
$1.03M +$116K +836 +13%
P
1079
Pitcairn
Pennsylvania
$1.03M -$30.8K -222 -3%
FANJ
1080
Financial Architects (New Jersey)
New Jersey
$1.03M -$20.8K -150 -2%
RP
1081
Rowlandmiller & Partners
Georgia
$1.02M -$4.69K -34 -0.5%
BCB
1082
Brian C. Broderick
$1.02M -$11.4K -82 -1%
CYG
1083
Clean Yield Group
Vermont
$1.02M -$28.2K -209 -3%
MCM
1084
Mork Capital Management
California
$1.02M +$290K +2,092 +40%
LVP
1085
Limestone Value Partners
Texas
$1.02M +$1.02M +7,322 New
CM
1086
Cornerstone Management
Georgia
$1.01M – – –
TCOO
1087
Trust Company of Oklahoma
Oklahoma
$1.01M -$34.5K -249 -3%
CA
1088
Cambridge Advisors
Nebraska
$1.01M -$41.5K -299 -4%
BSW
1089
Buckingham Strategic Wealth
Missouri
$1M -$60.8K -439 -6%
AL
1090
Agran Libbie
California
$999K -$64.5K -465 -6%
GVT
1091
Genesee Valley Trust
New York
$997K -$277 -2 -0%
OC
1092
Oarsman Capital
Wisconsin
$995K -$416 -3 -0%
EWM
1093
Evermay Wealth Management
Virginia
$995K +$5.13K +37 +0.5%
EAM
1094
Evanson Asset Management
California
$991K +$1.25K +9 +0.1%
DAM
1095
Delta Asset Management
Tennessee
$988K +$23K +166 +2%
GIA
1096
Granite Investment Advisors
New Hampshire
$985K +$23.3K +168 +2%
PAS
1097
Professional Advisory Services
Florida
$981K -$30.5K -220 -3%
NFG
1098
Next Financial Group
Texas
$981K +$152K +1,098 +18%
CCA
1099
Cobblestone Capital Advisors
New York
$977K +$76.1K +549 +8%
GP
1100
Girard Partners
Pennsylvania
$973K +$317K +2,286 +48%
42 43
44
45 46