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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 %
FLPIM
1251
F.L. Putnam Investment Management
Massachusetts
$627K -$7.21K -52 -1%
ZIM
1252
Zacks Investment Management
Illinois
$623K -$36.5K -263 -6%
EDRS
1253
Edmond de Rothschild (Suisse)
Switzerland
$623K +$72.4K +523 +13%
DMK
1254
David M. Knott
$621K – – –
RHJA
1255
Rice Hall James & Associates
California
$620K -$29K -209 -4%
TCMG
1256
TSP Capital Management Group
New Jersey
$620K – – –
PWMAG
1257
Pinnacle Wealth Management Advisory Group
New Jersey
$620K +$164K +1,182 +36%
NA
1258
Nottingham Advisors
New York
$619K -$21.8K -157 -3%
PIM
1259
Parasol Investment Management
Illinois
$618K -$368K -2,655 -37%
AIM
1260
Avity Investment Management
Connecticut
$617K -$2.83K -21 -0.5%
ACH
1261
ArrowMark Colorado Holdings
Colorado
$616K – – –
LCM
1262
LVM Capital Management
Michigan
$615K – – –
IWA
1263
Inspirion Wealth Advisors
Illinois
$612K +$88.7K +640 +17%
DA
1264
DSC Advisors
Illinois
$611K -$56K -404 -8%
MBT
1265
Monroe Bank & Trust
Michigan
$611K -$22K -159 -3%
HCP
1266
Holt Capital Partners
Texas
$605K – – –
NPF
1267
Norris Perne & French
Michigan
$601K -$21.8K -157 -3%
GCP
1268
GSA Capital Partners
United Kingdom
$600K -$1.28M -9,212 -68%
TNB
1269
Thomasville National Bank
Georgia
$600K +$3.61K +26 +0.6%
MWP
1270
MYCIO Wealth Partners
Pennsylvania
$599K – – –
TSWM
1271
Triangle Securities Wealth Management
North Carolina
$596K -$6.23K -45 -1%
SMG
1272
Spectrum Management Group
Indiana
$596K +$143K +1,033 +32%
EWM
1273
Endurance Wealth Management
Rhode Island
$591K +$6.07K +42 +1%
SAM
1274
Strategy Asset Managers
California
$591K +$9.42K +68 +2%
SCP
1275
Sandhill Capital Partners
New York
$590K -$32.6K -235 -5%
49 50
51
52 53