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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 %
Nuveen Asset Management
1701
Nuveen Asset Management
Illinois
$77.5K -$69 -441 -0.1%
APSP
1702
Asset Planning Services (Pennsylvania)
Pennsylvania
$76K +$76K +492 New
AIM
1703
Assured Investment Management
New York
$71K -$1.38M -8,862 -95%
LWA
1704
Lowe Wealth Advisors
Maryland
$65K -$63.1K -406 -49%
LOT
1705
Lombard Odier Transatlantic
Quebec, Canada
$65K -$32.7K -210 -33%
IPC
1706
Independent Portfolio Consultants
Florida
$57K -$18.1K -116 -24%
KPCM
1707
Kings Point Capital Management
New York
$56K – – –
OP
1708
Oldfield Partners
United Kingdom
$49K – – –
WA
1709
Waverly Advisors
Alabama
$49K – – –
SAC
1710
Smith Affiliated Capital
New York
$48.8K -$48.2K – –
BWFA
1711
Baltimore-Washington Financial Advisors
Maryland
$47K -$3.23K -21 -6%
NCMG
1712
NCM Capital Management Group
North Carolina
$45K – – –
NC
1713
NewSquare Capital
Pennsylvania
$42K +$2K +13 +5%
NHFG
1714
New Harbor Financial Group
Massachusetts
$40K – – –
WA
1715
Winfield Associates
Ohio
$33K – – –
EWM
1716
Edge Wealth Management
New York
$32K -$139K -889 -81%
CPP
1717
Crow Point Partners
Massachusetts
$27K +$18.9K +121 +233%
CA
1718
CapWealth Advisors
Tennessee
$24K – – –
HCM
1719
Horrell Capital Management
Arkansas
$23K – – –
EMA
1720
Efficient Market Advisors
California
$22K – – –
GXMC
1721
Global X Management Company
New York
$22K +$6.24K +40 +40%
WA
1722
WealthTrust-Arizona
Arizona
$21K +$158 +1 +0.8%
WAS
1723
Winch Advisory Services
Wisconsin
$15K +$15K +94 New
RCG
1724
Ruggie Capital Group
Florida
$14K +$14K +93 New
CAL
1725
Capital Analysts LLC
Pennsylvania
$12K – – –
67 68
69
70 71