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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 %
CF
1726
CenterStar Fund
Illinois
$12K – – –
FNBOO
1727
First National Bank of Omaha
Nebraska
$10.6K – – –
UB
1728
UMB Bank
Missouri
$9.72K -$603 -3,877 -6%
WBG
1729
Wharton Business Group
Pennsylvania
$9.03K -$65 -418 -0.7%
AT
1730
Arden Trust
Delaware
$6.17K -$390 -2,510 -6%
MIM
1731
Macroview Investment Management
Maryland
$6K – – –
FCT
1732
Family Capital Trust
Massachusetts
$5K -$23.7K -147 -83%
AIM
1733
Arcadia Investment Management
Michigan
$5K +$5K +37 New
PAI
1734
Pittenger & Anderson Inc
Nebraska
$3K – – –
MAS
1735
Madden Advisory Services
Florida
$3K +$3K +24 New
LWM
1736
Lenox Wealth Management
Ohio
$2K – – –
FHC
1737
First Heartland Consultants
Missouri
$512 -$25 -162 -5%
Fiera Capital (Canada)
1738
Fiera Capital (Canada)
Quebec, Canada
$279 -$11.5K -73,729 -98%
SCP
1739
Syntal Capital Partners
Texas
$27 – – –
OA
1740
Omega Advisors
New York
– -$53.5M -348,388 Closed
VanEck Associates
1741
VanEck Associates
New York
– -$46.4M -302,310 Closed
Barrow, Hanley, Mewhinney & Strauss
1742
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$37.5M -244,320 Closed
Tudor Investment Corp
1743
Tudor Investment Corp
Connecticut
– -$18.3M -119,516 Closed
Jacobs Levy Equity Management
1744
Jacobs Levy Equity Management
New Jersey
– -$16.4M -107,176 Closed
Voloridge Investment Management
1745
Voloridge Investment Management
Florida
– -$12.7M -83,089 Closed
TAM
1746
Todd Asset Management
Kentucky
– -$11.7M -76,242 Closed
T
1747
TOBAM
France
– -$11.5M -74,992 Closed
CS
1748
Central Securities
New York
– -$8.03M -52,300 Closed
BPC
1749
Banque Pictet & Cie
Switzerland
– -$6.98M -45,518 Closed
SCM
1750
Suffolk Capital Management
New York
– -$5.36M -34,936 Closed
68 69
70
71 72