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IBM
IBM

Overview Fund Activity

1,737 hedge funds and large institutions have $93.6B invested in IBM in 2015 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 816 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,737
Holders Change
+16
Holders Change %
+0.93%
% of All Funds
46.84%
Holding in Top 10
110
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.02%
% of All Funds
2.97%
New
89
Increased
578
Reduced
816
Closed
60
Calls
$1.51B
Puts
$1.9B
Net Calls
-$389M
Net Calls Change
-$794M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$440M
2
Barclays
2
Barclays
United Kingdom
$444M
3
Axa
3
Axa
France
$281M
4
Morgan Stanley
4
Morgan Stanley
New York
$757M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$239M

Top Sellers

1
State Street
1
State Street
Massachusetts
$8.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.4B
3
SG Americas Securities
3
SG Americas Securities
New York
$25.5M
4
BA
4
BlackRock Advisors
Delaware
$237M
5
Wells Fargo
5
Wells Fargo
California
$870M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1451
Cranbrook Wealth Management
Michigan
$419K – – –
CPA
1452
Cowen Prime Advisors
New York
$417K -$8.4K -54 -2%
SL
1453
Summitry LLC
California
$417K +$2.18K +14 +0.5%
VAM
1454
Visium Asset Management
New York
$415K +$415K +2,671 New
DIA
1455
Davidson Investment Advisors
Montana
$414K -$201K -1,297 -33%
GKIM
1456
GW&K Investment Management
Massachusetts
$411K -$52.9K -340 -11%
VCM
1457
Violich Capital Management
California
$411K -$20.4K -131 -5%
GCM
1458
Grisanti Capital Management
New York
$409K – – –
MSR
1459
Main Street Research
Connecticut
$409K +$47.8K +307 +13%
BCM
1460
Brown Capital Management
Maryland
$408K – – –
NFC
1461
Northeast Financial Consultants
Connecticut
$408K +$72.9K +469 +22%
LS
1462
Lupo Securities
Illinois
$408K +$312K +2,008 +325%
Kayne Anderson Rudnick Investment Management
1463
Kayne Anderson Rudnick Investment Management
California
$407K -$16.3K -105 -4%
AF
1464
Affiance Financial
Minnesota
$407K – – –
DOA
1465
D'Orazio & Associates
Virginia
$407K +$156 +1 +0%
ECM
1466
EagleClaw Capital Management
Massachusetts
$405K -$16.3K -105 -4%
CM
1467
Capital Management
Virginia
$404K +$1.71K +11 +0.4%
PAG
1468
Pinnacle Advisory Group
Maryland
$403K -$238K -1,529 -37%
WIS
1469
Wright Investors Service
Connecticut
$402K +$149K +957 +59%
TCM
1470
Tradewinds Capital Management
Washington
$400K -$35.6K -229 -8%
BC
1471
Banced Corp
Illinois
$400K +$400K +2,572 New
NL
1472
NWAM LLC
Washington
$397K -$108K -568 -21%
KA
1473
Kovack Advisors
Florida
$396K +$44.4K +285 +13%
CAM
1474
Cypress Asset Management
Texas
$395K – – –
PCM
1475
Pointe Capital Management
Michigan
$394K +$62.9K +405 +19%
57 58
59
60 61