IBM icon

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 %
FCCM
1126
First City Capital Management
Georgia
$880K -$27.6K -199 -3%
I2I
1127
Insight 2811 Inc
Illinois
$878K +$411K +2,967 +88%
CC
1128
Cannell & Co
New York
$876K -$1M -7,220 -53%
RIM
1129
Regent Investment Management
Kentucky
$874K -$140K -1,007 -14%
HWA
1130
Heritage Wealth Advisors
Virginia
$871K -$4.29K -31 -0.5%
CPR
1131
CSU Producer Resources
Ohio
$870K – – –
CPA
1132
Court Place Advisors
Maryland
$870K +$79.7K +575 +10%
PCA
1133
Peddock Capital Advisors
Massachusetts
$869K -$45K -325 -5%
PAIA
1134
Park Avenue Institutional Advisers
New York
$869K -$29.5K -213 -3%
AMG
1135
Asset Management Group
Connecticut
$869K +$7.34K +53 +0.9%
CFA
1136
Capstone Financial Advisors
Illinois
$868K -$2.22K -16 -0.3%
MWM
1137
Mission Wealth Management
California
$867K -$47.5K -343 -5%
HIC
1138
Harvey Investment Company
Kentucky
$866K -$105K -759 -11%
JCM
1139
Janney Capital Management
Pennsylvania
$859K +$859K +6,200 New
RCWMU
1140
Rothschild & Co Wealth Management (UK)
United Kingdom
$857K -$331K -2,390 -28%
CPO
1141
Cerity Partners OCIO
New York
$857K +$41.1K +297 +5%
SNBOSD
1142
Security National Bank of So Dak
Iowa
$856K +$50K +361 +6%
UAS
1143
United Asset Strategies
New York
$855K +$19.4K +140 +2%
CWA
1144
Cypress Wealth Advisors
California
$848K +$117K +841 +16%
RHDIC
1145
R.H. Dinel Investment Counsel
California
$847K – – –
NERM
1146
New England Research & Management
Illinois
$844K -$13K -94 -2%
TIM
1147
Tortoise Investment Management
New York
$843K -$88.4K -638 -9%
BST
1148
Bath Savings Trust
Maine
$841K -$46.9K -339 -5%
HFM
1149
Hartford Financial Management
Connecticut
$835K -$180K -1,299 -18%
MGIA
1150
Moneta Group Investment Advisors
Missouri
$830K -$123K -887 -13%
44 45
46
47 48