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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 %
CAL
1651
Capital Advisors Ltd
Ohio
$203K +$29.3K +188 +17%
OAJ
1652
Ogorek Anthony Joseph
New York
$202K +$9.66K +62 +5%
MAM
1653
Marquette Asset Management
Minnesota
$202K +$202K +1,297 New
BIM
1654
Barton Investment Management
Pennsylvania
$202K +$202K +1,299 New
ST
1655
Sabal Trust
Florida
$202K +$202K +1,303 New
FWP
1656
FAS Wealth Partners
Kansas
$200K -$49.9K -321 -20%
FIM
1657
Fernwood Investment Management
Massachusetts
$200K +$200K +1,289 New
VIM
1658
Veritas Investment Management
United Kingdom
$195K – – –
USGIU
1659
U.S. Global Investors (USGI)
Texas
$195K – – –
HTHT
1660
Hemenway Trust Hemenway Trust
New Hampshire
$193K -$16.7K -107 -8%
HF
1661
Hoxton Financial
West Virginia
$193K -$8.08K -52 -4%
AW
1662
Alpha Windward
Massachusetts
$191K +$6.06K +39 +3%
MJP
1663
Michael J. Puzo
$189K +$30.9K +198 +20%
BCM
1664
Blume Capital Management
California
$187K – – –
AWM
1665
Avior Wealth Management
Nebraska
$187K +$94.1K +605 +101%
BCMIO
1666
Beacon Capital Management Inc (Ohio)
Ohio
$186K -$8.07K -52 -4%
VIMU
1667
Veritas Investment Management (UK)
United Kingdom
$185K – – –
NEAM
1668
New England Asset Management
Connecticut
$179K – – –
CFG
1669
CKW Financial Group
Hawaii
$178K -$13.8K -89 -7%
TDC
1670
Thompson Davis & Co
Virginia
$173K +$32.6K +210 +23%
OSNBOA
1671
Old Second National Bank of Aurora
Illinois
$168K – – –
BMM
1672
Buffington Mohr McNeal
Idaho
$166K +$6.51K +42 +4%
PFG
1673
Piershale Financial Group
Illinois
$163K – – –
AA
1674
Apriem Advisors
California
$163K +$57.4K +370 +54%
KA
1675
Klingman & Associates
New York
$162K -$1.4K -9 -0.9%
65 66
67
68 69