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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 %
BIA
1601
Barry Investment Advisors
Massachusetts
$248K +$1.56K +10 +0.6%
VA
1602
Valmark Advisers
Ohio
$247K -$32.5K -209 -12%
PL
1603
Plancorp LLC
Missouri
$246K -$205K -1,318 -45%
CCM
1604
Compass Capital Management
Minnesota
$246K -$16.3K -105 -6%
PAA
1605
Peregrine Asset Advisers
Oregon
$246K – – –
SWM
1606
Segment Wealth Management
Texas
$245K – – –
MS
1607
Marshall & Sullivan
Washington
$244K -$48.8K -314 -17%
TWMP
1608
Taylor Wealth Management Partners
Massachusetts
$244K -$20.4K -131 -8%
SIM
1609
Sterling Investment Management
Arizona
$244K -$5.3K -34 -2%
NSCM
1610
New South Capital Management
Tennessee
$244K – – –
DIP
1611
DT Investment Partners
Pennsylvania
$244K +$244K +1,569 New
HCM
1612
Hengehold Capital Management
Ohio
$243K -$15.1K -97 -6%
ACM
1613
Argent Capital Management
Missouri
$243K – – –
F
1614
FutureAdvisor
California
$242K -$789 -5 -0.3%
AWS
1615
Aris Wealth Services
Pennsylvania
$242K – – –
RWM
1616
RKL Wealth Management
Pennsylvania
$240K -$39.4K -253 -14%
NYLT
1617
New York Life Trust
New York
$239K -$78.1K -503 -25%
AAM
1618
Autus Asset Management
Arizona
$238K -$5.77K -37 -2%
FCIM
1619
Fairview Capital Investment Management
California
$237K -$26.6K -171 -10%
SIA
1620
SeaBridge Investment Advisors
New Jersey
$237K – – –
PJSIMP
1621
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K +$237K +1,525 New
BL
1622
Balentine LLC
Georgia
$236K +$156 +1 +0.1%
LSA
1623
L & S Advisors
California
$236K +$236K +1,517 New
FCFC
1624
First Commonwealth Financial Corp
Pennsylvania
$234K – – –
FNBOH
1625
First National Bank of Hutchinson
Kansas
$232K – – –
63 64
65
66 67