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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 %
RMCM
1101
Reynders McVeigh Capital Management
Massachusetts
$968K +$45.6K +329 +5%
FAM
1102
Formidable Asset Management
Ohio
$967K -$21.9K -158 -2%
RDM
1103
Retirement Design & Management
Connecticut
$965K +$14.6K +105 +2%
SJIM
1104
St. Johns Investment Management
Florida
$958K -$132K -955 -12%
SBWM
1105
Sunflower Bank Wealth Management
Arizona
$957K -$2.91K -21 -0.3%
BWA
1106
Burt Wealth Advisors
Maryland
$953K +$116K +841 +14%
WPC
1107
White Pine Capital
Minnesota
$951K +$14.5K +105 +2%
TIA
1108
Tiemann Investment Advisors
California
$946K +$217K +1,567 +30%
WA
1109
Wealth Architects
California
$940K -$39K -281 -4%
TCOTO
1110
Trust Company of the Ozarks
Missouri
$938K -$79K -570 -8%
OA
1111
Outfitter Advisors
Virginia
$936K -$31.9K -230 -3%
FHC
1112
First Houston Capital
Texas
$935K +$58.1K +419 +7%
AI
1113
Accredited Investors
Minnesota
$931K +$4.99K +36 +0.5%
LKIM
1114
Lawson Kroeker Investment Management
Nebraska
$931K +$23.3K +168 +3%
TAM
1115
Taurus Asset Management
New York
$927K -$4.82M -34,761 -84%
AHC
1116
Adell Harriman & Carpenter
Texas
$926K -$22.5K -162 -2%
GHA
1117
Garcia Hamilton & Associates
Texas
$922K -$486K -3,507 -35%
GCMG
1118
Gyroscope Capital Management Group
Florida
$911K +$5.27K +38 +0.6%
GC
1119
Garde Capital
Washington
$909K -$125K -904 -12%
TCOT
1120
Trust Company of Toledo
Ohio
$902K – – –
SAA
1121
Southeast Asset Advisors
Georgia
$897K – – –
AIA
1122
Alerus Investment Advisors
Minnesota
$896K +$230K +1,656 +34%
AAMU
1123
AEGON Asset Management (UK)
United Kingdom
$891K – – –
SHGA
1124
Sand Hill Global Advisors
California
$890K +$112K +811 +14%
EM
1125
Emancipation Management
New York
$889K -$362K -2,615 -29%
43 44
45
46 47