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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 %
NIT
1401
NumerixS Investment Technologies
British Columbia, Canada
$417K -$1.99M -14,368 -83%
KS
1402
Karpas Strategies
Connecticut
$415K – – –
SOAMC
1403
Spirit of America Management Corp
New York
$414K – – –
GAM
1404
Gould Asset Management
California
$413K – – –
BAM
1405
Boyar Asset Management
New York
$412K – – –
AIA
1406
Arbor Investment Advisors
North Carolina
$412K +$13K +94 +3%
AAS
1407
Annex Advisory Services
Wisconsin
$409K -$49.1K -354 -11%
RFA
1408
Reilly Financial Advisors
California
$408K -$135K -973 -25%
LI
1409
Lafayette Investments
Maryland
$408K -$14.6K -105 -3%
KA
1410
Kovack Advisors
Florida
$404K +$51.8K +374 +15%
CTI
1411
Community Trust & Investment
Kentucky
$401K -$1.38K -10 -0.3%
FGA
1412
Flood Gamble Associates
New York
$400K – – –
TC
1413
Telemus Capital
Michigan
$394K -$7.34K -53 -2%
CCA
1414
Conestoga Capital Advisors
Pennsylvania
$394K – – –
MSR
1415
Main Street Research
Connecticut
$394K +$41.9K +313 +12%
ACI
1416
Alpha Cubed Investments
California
$393K -$4.03M -30,133 -91%
OMC
1417
Overbrook Management Corp
New York
$393K -$59.5K -430 -13%
IAMOG
1418
Investors Asset Management of Georgia
Georgia
$393K +$5.13K +37 +1%
Eagle Capital Management (New York)
1419
Eagle Capital Management (New York)
New York
$391K – – –
GHF
1420
Good Harbor Financial
Illinois
$389K +$389K +2,810 New
ESBC
1421
E.S. Barr & Co
Kentucky
$386K -$52.1K -376 -12%
CPSAC
1422
Chas P. Smith & Associates (CPS)
Florida
$385K -$37.7K -272 -9%
JWM
1423
Jacobus Wealth Management
Wisconsin
$384K -$145K -1,046 -27%
SRCM
1424
Swift Run Capital Management
Virginia
$384K -$41.4K -299 -10%
SA
1425
SRH Advisors
Kansas
$384K – – –
55 56
57
58 59