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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 %
WCBA
1176
Weaver C. Barksdale & Associates
Tennessee
$764K – – –
GLI
1177
Guardian Life Insurance
New York
$764K +$181K +1,307 +31%
BONST
1178
Bank of Nova Scotia Trust
Ontario, Canada
$763K +$17.3K +125 +2%
BO
1179
Bank OZK
Arkansas
$758K -$144K -1,039 -16%
IC
1180
Intersect Capital
California
$757K +$6.23K +45 +0.8%
SFA
1181
Sequoia Financial Advisors
Ohio
$757K +$14.4K +104 +2%
NG
1182
Northstar Group
New York
$755K -$21.1K -153 -3%
GP
1183
GLG Partners
United Kingdom
$754K +$29K +209 +4%
OIA
1184
Optimum Investment Advisors
Illinois
$752K +$752K +5,427 New
ASN
1185
Advisory Services Network
Georgia
$751K -$59.9K -432 -7%
SSWM
1186
Smith Salley Wealth Management
North Carolina
$748K -$9.3K -67 -1%
PAM
1187
Peak Asset Management
Colorado
$748K +$121K +872 +19%
OA
1188
Oxbow Advisors
Texas
$747K -$7.48K -54 -1%
BP
1189
Ballentine Partners
Massachusetts
$747K +$12.1K +87 +2%
MMG
1190
Monetary Management Group
Missouri
$745K +$693 +5 +0.1%
BIC
1191
Bridges Investment Counsel
Nebraska
$744K -$7.86M -50,539 -91%
CAM
1192
Congress Asset Management
Massachusetts
$744K -$79.7K -575 -10%
BIM
1193
Bridges Investment Management
Nebraska
$744K – – –
GWCM
1194
Godshalk Welsh Capital Management
Pennsylvania
$743K -$14.4K -104 -2%
WG
1195
Welch Group
Alabama
$740K +$90.9K +655 +14%
TCM
1196
Texan Capital Management
Texas
$739K – – –
IAM
1197
Impax Asset Management
New Hampshire
$738K -$14.7K -106 -2%
BOS
1198
Bingham Osborn & Scarborough
California
$733K -$34K -245 -4%
PCM
1199
Palisade Capital Management
New Jersey
$731K +$246K +1,774 +51%
CCB
1200
Cutter & Co Brokerage
Missouri
$729K -$25K -180 -3%
46 47
48
49 50