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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 %
ECM
1226
Evergreen Capital Management
Washington
$673K +$24.7K +178 +4%
SAM
1227
SignalPoint Asset Management
Missouri
$672K -$31.4K -227 -4%
VC
1228
Vicus Capital
Pennsylvania
$671K +$5.13K +37 +0.8%
CNC
1229
Citizens & Northern Corp
Pennsylvania
$670K -$27.6K -199 -4%
CC
1230
Curian Capital
Colorado
$667K -$248K -1,791 -27%
IB
1231
Intrust Bank
Kansas
$666K +$24.7K +178 +4%
PHIMC
1232
Private Harbour Investment Management & Counsel
Ohio
$662K – – –
IP
1233
Investment Partners
Ohio
$661K -$21.5K -155 -3%
KWMG
1234
King Wealth Management Group
Florida
$659K +$14.8K +107 +2%
BEC
1235
Blue Edge Capital
Virginia
$652K – – –
CI
1236
Cowen Inc
New York
$652K -$132K -952 -17%
OWP
1237
Obermeyer Wealth Partners
Colorado
$652K +$29K +209 +5%
TC
1238
Trust Company
Kansas
$647K -$178K -1,286 -22%
IH
1239
IFC Holdings
Florida
$644K -$135K -975 -17%
KT
1240
Kanaly Trust
Texas
$644K +$30.2K +218 +5%
CA
1241
Cortland Associates
Missouri
$643K – – –
BIM
1242
Baldwin Investment Management
Pennsylvania
$641K -$21.6K -156 -3%
DDPIC
1243
Deroy & Devereaux Private Investment Counsel
Michigan
$641K – – –
BTNA
1244
Bremer Trust National Association
Minnesota
$640K +$38.7K +279 +6%
TCM
1245
Tradition Capital Management
New Jersey
$639K +$90.6K +654 +17%
BOS
1246
Bank of Stockton
California
$638K -$15.9K -115 -2%
AWM
1247
AllSquare Wealth Management
New York
$636K +$4.3K +31 +0.7%
VCM
1248
Vigilant Capital Management
Maine
$634K -$22.5K -162 -3%
BAM
1249
Brave Asset Management
New Jersey
$634K +$43.5K +314 +7%
CP
1250
Camelot Portfolios
Ohio
$627K -$388K -2,803 -38%
48 49
50
51 52