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IBM
IBM

Overview Fund Activity

1,733 hedge funds and large institutions have $78.5B invested in IBM in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 563 increasing their positions, 815 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,733
Holders Change
+23
Holders Change %
+1.35%
% of All Funds
45.51%
Holding in Top 10
69
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-26.6%
% of All Funds
1.81%
New
150
Increased
563
Reduced
815
Closed
105
Calls
$1.31B
Puts
$1.66B
Net Calls
-$359M
Net Calls Change
+$43.6M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$161M
2
Deutsche Bank
Deutsche Bank
Germany
+$149M
3
State Street
State Street
Massachusetts
+$126M
4
Invesco
Invesco
Georgia
+$122M
5
NC
Nicholas Company
Wisconsin
+$121M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$339M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$284M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$279M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$275M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1576
Security Asset Management
New York
$250K -$28.8K -219 -10%
PHAM
1577
Palisades Hudson Asset Management
Florida
$250K – – –
OBWP
1578
O'Brien Wealth Partners
Massachusetts
$250K +$250K +1,901 New
SMC
1579
Smith, Moore & Co
Missouri
$249K +$249K +1,894 New
CCM
1580
CrestPoint Capital Management
Missouri
$248K – – –
BHA
1581
Beech Hill Advisors
New York
$248K – – –
ANBTV
1582
American National Bank & Trust (Virginia)
Virginia
$247K -$37.9K -288 -13%
MSS
1583
Mitchell Sinkler & Starr
Pennsylvania
$247K -$132 -1 -0.1%
11A
1584
10-15 Associates
New York
$247K +$247K +1,877 New
FMC
1585
First Merchants Corp
Indiana
$246K -$54.4K -414 -18%
NDSI
1586
Newman Dignan & Sheerar Inc
Rhode Island
$244K -$1.06K -8 -0.4%
WMG
1587
WESCAP Management Group
California
$244K +$244K +1,861 New
SS
1588
Sunbelt Securities
Texas
$243K -$448K -3,398 -65%
IWC
1589
Integrated Wealth Counsel
California
$242K – – –
HBWM
1590
Hollow Brook Wealth Management
New York
$242K – – –
TCB
1591
Texas Capital Bancshares
Texas
$241K – – –
Edgewood Management
1592
Edgewood Management
Connecticut
$240K – – –
CIS
1593
Connors Investor Services
Pennsylvania
$240K – – –
HPIA
1594
Hamilton Point Investment Advisors
North Carolina
$239K – – –
HCA
1595
Horan Capital Advisors
Ohio
$238K -$657 -5 -0.3%
NCMW
1596
Northern Capital Management (Wisconsin)
Wisconsin
$236K +$236K +1,794 New
OCM
1597
One Capital Management
California
$235K +$2.23K +17 +1%
LA
1598
LVW Advisors
New York
$234K +$42.5K +322 +22%
NEPPG
1599
New England Professional Planning Group
Rhode Island
$233K – – –
VCM
1600
Versant Capital Management
Arizona
$233K +$233K +1,772 New
62 63
64
65 66