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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
$11.7B
3
Allianz Asset Management
Allianz Asset Management
Germany
$670M
4
Bank of America
Bank of America
North Carolina
$1.11B
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$125M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$64.2M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$10.8M
3
Citigroup
Citigroup
New York
$169M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$253M
5
State Street
State Street
Massachusetts
$7.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
1601
North American Management
Massachusetts
$212K +$19.5K +140 +10%
SIA
1602
SeaBridge Investment Advisors
New Jersey
$211K – – –
BPB
1603
Badgley, Phelps & Bell
Washington
$211K +$15.4K +111 +8%
BCA
1604
Bray Capital Advisors
Florida
$210K -$417K -3,007 -67%
RAM
1605
Riggs Asset Management
Pennsylvania
$210K -$66.7K -482 -24%
SWM
1606
Segment Wealth Management
Texas
$210K -$8.46K -61 -4%
LSA
1607
L & S Advisors
California
$210K – – –
I
1608
IberiaBank
Louisiana
$209K +$7.05K +51 +3%
FCIM
1609
Fairview Capital Investment Management
California
$206K -$5.28K -38 -2%
ZF
1610
Zhang Financial
Michigan
$206K – – –
BIA
1611
Barry Investment Advisors
Massachusetts
$205K -$15.9K -115 -7%
CPS
1612
Counsel Portfolio Services
Ontario, Canada
$203K – – –
HC
1613
Hourglass Capital
Texas
$203K – – –
MS
1614
Marshall & Sullivan
Washington
$202K – – –
RWM
1615
Rench Wealth Management
Texas
$202K +$1.66K +12 +0.8%
RMAM
1616
Raab & Moskowitz Asset Management
New Jersey
$202K +$202K +1,463 New
NEPWA
1617
New England Private Wealth Advisors
Massachusetts
$201K -$19.2K -139 -9%
UFA
1618
US Financial Advisors
Massachusetts
$201K – – –
LA
1619
LVW Advisors
New York
$201K +$201K +1,453 New
CAW
1620
Cornerstone Advisors (Washington)
Washington
$194K +$5.56K +40 +3%
TCM
1621
TD Capital Management
Tennessee
$189K – – –
SEIA
1622
Signature Estate & Investment Advisors
California
$186K -$49.4K -357 -21%
VIM
1623
Veritas Investment Management
United Kingdom
$174K – – –
AW
1624
Alpha Windward
Massachusetts
$172K +$1.8K +13 +1%
OAJ
1625
Ogorek Anthony Joseph
New York
$171K -$8.59K -62 -5%
63 64
65
66 67