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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 %
LCM
1501
Leisure Capital Management
California
$300K – – –
TT
1502
Tiedemann Trust
Delaware
$299K – – –
AWP
1503
Ascent Wealth Partners
New York
$298K -$6.23K -45 -2%
OAM
1504
Occidental Asset Management
California
$297K – – –
PCA
1505
Private Capital Advisors
Connecticut
$297K – – –
BC
1506
Barnett & Company
Tennessee
$296K – – –
WI
1507
Wedgewood Investors
Pennsylvania
$296K – – –
UF
1508
Univest Financial
Pennsylvania
$296K +$554 +4 +0.2%
FIMG
1509
Financial & Investment Management Group
Michigan
$296K +$49.4K +357 +20%
SAM
1510
Security Asset Management
New York
$294K -$32.3K -233 -10%
TI
1511
Truepoint Inc
Ohio
$294K +$294K +2,118 New
NAM
1512
Nichols Asset Management
Massachusetts
$293K – – –
EWM
1513
Empirical Wealth Management
Washington
$292K -$50K -361 -15%
SCP
1514
Seizert Capital Partners
Michigan
$291K – – –
KIM
1515
Karpus Investment Management
New York
$290K -$218K -1,573 -43%
AEPG
1516
American Economic Planning Group
New Jersey
$290K -$29K -209 -9%
BCAM
1517
Boston Common Asset Management
Massachusetts
$290K – – –
Pacer Advisors
1518
Pacer Advisors
Pennsylvania
$287K – – –
BFIC
1519
Bedell Frazier Investment Counselling
California
$286K +$286K +2,061 New
EDRE
1520
Edmond de Rothschild (Europe)
Luxembourg
$285K -$31.1K -224 -10%
SSWM
1521
Sheets Smith Wealth Management
North Carolina
$285K +$32.1K +232 +13%
TC
1522
TradeLink Capital
Illinois
$285K -$206K -1,483 -42%
PCMI
1523
Paradigm Capital Management Inc
New York
$284K – – –
AIM
1524
Assured Investment Management
New York
$284K +$221K +1,596 +350%
KJHP
1525
K.J. Harrison & Partners
Ontario, Canada
$282K – – –
59 60
61
62 63