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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 %
CRM
1276
Cramer Rosenthal McGlynn
Connecticut
$589K – – –
AP
1277
Appleton Partners
Massachusetts
$589K +$65.7K +474 +13%
IFS
1278
Ifrah Financial Services
Arkansas
$587K -$5.4K -39 -0.9%
KIA
1279
King Investment Advisors
Texas
$580K – – –
KP
1280
Keel Point
Alabama
$579K +$9.7K +70 +2%
Koshinski Asset Management
1281
Koshinski Asset Management
Illinois
$575K -$122K -784 -17%
WFG
1282
Windsor Financial Group
Minnesota
$573K – – –
PAG
1283
Pinnacle Advisory Group
Maryland
$573K +$214K +1,548 +60%
MCM
1284
Monarch Capital Management
Indiana
$570K – – –
MTC
1285
McDaniel Terry & Co
Texas
$567K -$297K -2,142 -34%
AssetMark Inc
1286
AssetMark Inc
California
$566K -$1.66M -11,980 -75%
PA
1287
Planning Alternatives
Michigan
$562K -$1.52K -11 -0.3%
BWP
1288
BSW Wealth Partners
Colorado
$560K -$9.69K -70 -2%
SLA
1289
Silver Lake Advisory
Utah
$560K +$2.22K +16 +0.4%
BA
1290
BKS Advisors
Michigan
$560K +$115K +829 +26%
SFM
1291
Signature Financial Management
Virginia
$559K +$122K +878 +28%
SIC
1292
Schwartz Investment Counsel
Michigan
$558K +$72.5K +523 +15%
HCM
1293
Hutchinson Capital Management
California
$557K – – –
GAM
1294
Gemmer Asset Management
California
$557K +$210K +1,514 +60%
W
1295
Wealthquest
Ohio
$556K -$29K -209 -5%
EFSCE
1296
Enterprise Financial Services Corp (EFSC)
Missouri
$555K -$29.2K -211 -5%
SIC
1297
Sigma Investment Counselors
Michigan
$555K -$7.21K -52 -1%
DJSG
1298
D.J. St. Germain
Massachusetts
$555K -$1.53K -11 -0.3%
TFF
1299
The Family Firm
Maryland
$552K -$26.2K -189 -5%
DWM
1300
Destination Wealth Management
California
$551K -$3.38M -24,398 -86%
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