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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 %
CSMF
1301
Charles Stewart Mott Foundation
Michigan
$551K +$551K +3,975 New
CCMG
1302
Clark Capital Management Group
Pennsylvania
$546K -$13K -94 -2%
FIM
1303
Frontier Investment Management
Texas
$545K +$65.5K +473 +14%
IAS
1304
IMA Advisory Services
Colorado
$543K +$72.5K +523 +15%
BPCE
1305
Bank Pictet & Cie (Europe)
Germany
$542K +$542K +3,908 New
AIM
1306
Aspen Investment Management
Michigan
$539K -$32.6K -235 -6%
PAM
1307
Princeton Alpha Management
New Jersey
$539K +$539K +3,891 New
DBT
1308
Dubuque Bank & Trust
Iowa
$537K -$107K -775 -17%
PFS
1309
Prospera Financial Services
Texas
$537K +$83.8K +653 +18%
MCWS
1310
McKinley Carter Wealth Services
West Virginia
$535K -$112K -808 -17%
VWM
1311
Vector Wealth Management
Minnesota
$535K +$33.8K +254 +7%
FHC
1312
First Heartland Consultants
Missouri
$534K +$77.7K +561 +17%
MBT
1313
Montecito Bank & Trust
California
$531K -$92.1K -664 -15%
BBNB
1314
Baker Boyer National Bank
Washington
$530K -$950K -6,859 -64%
FBA
1315
Front Barnett Associates
Illinois
$524K -$94.3K -680 -15%
BFA
1316
Beaumont Financial Advisors
Massachusetts
$524K – – –
TYCC
1317
Texas Yale Capital Corp
Florida
$524K +$416 +3 +0.1%
LBC
1318
Lawrence B. Cohen
$521K +$54.3K +392 +12%
FHB
1319
First Hawaiian Bank
Hawaii
$517K -$11.4K -82 -2%
LJHT
1320
Laurie J. Hall Trustee
$516K +$30.2K +218 +6%
HW
1321
Hancock Whitney
Mississippi
$515K -$136K -977 -21%
ST
1322
Somerset Trust
Pennsylvania
$514K +$96.5K +697 +23%
MMCM
1323
Marque Millennium Capital Management
New York
$512K -$450K -3,243 -47%
VFP
1324
Verus Financial Partners
Virginia
$512K +$512K +3,691 New
KFA
1325
Kelleher Financial Advisors
New York
$511K -$24.8K -179 -5%
51 52
53
54 55