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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 %
SS
1201
Sunbelt Securities
Texas
$727K +$420K +3,028 +137%
BOC
1202
Barbara Oil Co
Illinois
$725K – – –
LFM
1203
Lumina Fund Management
New York
$725K +$725K +5,230 New
SAMC
1204
Shinko Asset Management Company
Japan
$724K -$9.14K -66 -1%
WA
1205
WBH Advisory
Maryland
$722K -$15.6K -113 -2%
NIM
1206
Northeast Investment Management
Massachusetts
$721K – – –
CG
1207
Colony Group
Massachusetts
$716K +$407K +2,938 +132%
CC
1208
Capital Counsel
New York
$712K -$57.9K -418 -8%
CP
1209
Coho Partners
Pennsylvania
$707K -$72.4K -523 -9%
SCM
1210
Salem Capital Management
Massachusetts
$707K – – –
BCMO
1211
Buckingham Capital Management (Ohio)
Ohio
$705K -$245K -1,767 -26%
S
1212
SignatureFD
Georgia
$704K -$4.02K -29 -0.6%
EWMCB
1213
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$701K +$116K +840 +20%
NIMI
1214
Natixis Investment Managers International
France
$699K +$14K +101 +2%
BFA
1215
Benedict Financial Advisors
Georgia
$698K +$8.17K +59 +1%
LWM
1216
LBA Wealth Management
Florida
$695K +$11.7K +84 +2%
WCM
1217
Weik Capital Management
Pennsylvania
$693K – – –
KA
1218
KLCM Advisors
Wisconsin
$691K -$75.5K -545 -10%
JPTCCM
1219
J.P. Turner & Co Capital Management
Georgia
$690K -$477K -3,459 -41%
Fidelity International
1220
Fidelity International
Bermuda
$690K -$193K -1,396 -22%
MCM
1221
Marathon Capital Management
Maryland
$683K -$1.25K -9 -0.2%
RC
1222
Reik & Co
New York
$681K – – –
WIS
1223
Wright Investors Service
Connecticut
$679K +$321K +2,317 +90%
CBU
1224
CIBC Bank USA
Illinois
$677K +$39.8K +287 +6%
VNA
1225
Valley National Advisers
Pennsylvania
$674K +$76.4K +551 +13%
47 48
49
50 51