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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 %
SCM
1576
Stellar Capital Management
Arizona
$279K +$19.6K +126 +8%
RSVP
1577
Ramsay Stattman Vela & Price
Colorado
$278K – – –
CRC
1578
Curi RMB Capital
Illinois
$278K +$54.6K +351 +24%
FIMG
1579
Financial & Investment Management Group
Michigan
$277K +$1.4K +9 +0.5%
NEPPG
1580
New England Professional Planning Group
Rhode Island
$276K – – –
FC
1581
Fairpointe Capital
Illinois
$272K – – –
KL
1582
Kinsight LLC
Alabama
$271K – – –
VCP
1583
Vista Capital Partners
Oregon
$269K -$14.3K -92 -5%
EVM
1584
Evelyn V. Moreno
$267K -$5.76K -37 -2%
DAS
1585
Dynamic Advisor Solutions
Arizona
$266K -$652K -4,191 -71%
MA
1586
MCF Advisors
Kentucky
$266K -$63.4K -408 -19%
SEIA
1587
Signature Estate & Investment Advisors
California
$265K -$47K -302 -15%
SAM
1588
Selway Asset Management
$260K – – –
JRP
1589
Jasper Ridge Partners
California
$260K – – –
NPPM
1590
North Point Portfolio Managers
Ohio
$260K – – –
FAB
1591
First American Bank
Illinois
$260K +$932 +6 +0.4%
PMAM
1592
Picton Mahoney Asset Management
Ontario, Canada
$260K +$260K +1,674 New
HCM
1593
Highlander Capital Management
New Jersey
$259K – – –
SWA
1594
SFMG Wealth Advisors
Texas
$256K -$327K -2,103 -56%
LWA
1595
Lenox Wealth Advisors
New York
$255K -$20.4K -131 -7%
OC
1596
Oakworth Capital
Alabama
$254K -$20.3K -131 -7%
CPIG
1597
Chicago Partners Investment Group
Illinois
$253K -$3.73K -24 -1%
AWM
1598
Affinity Wealth Management
Delaware
$252K +$252K +1,624 New
NEPWA
1599
New England Private Wealth Advisors
Massachusetts
$249K +$6.26K +40 +3%
CHP
1600
Cable Hill Partners
Oregon
$249K +$90.5K +575 +57%
62 63
64
65 66