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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.

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
1
Capital World Investors
California
$490M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$11.7B
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$670M
4
Bank of America
4
Bank of America
North Carolina
$1.11B
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$125M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$64.2M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$10.8M
3
Citigroup
3
Citigroup
New York
$169M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$253M
5
State Street
5
State Street
Massachusetts
$7.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
1751
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$481K -3,096 Closed
PIA
1752
Peachtree Investment Advisors
Georgia
– -$455K -2,928 Closed
SDJVC
1753
St. Denis J. Villere & Co
Louisiana
– -$453K -2,915 Closed
Verition Fund Management
1754
Verition Fund Management
Connecticut
– -$452K -2,907 Closed
VAM
1755
Visium Asset Management
New York
– -$415K -2,671 Closed
PCM
1756
Pointe Capital Management
Michigan
– -$394K -2,537 Closed
CWM
1757
Confluence Wealth Management
Oregon
– -$354K -2,278 Closed
GMA
1758
Goldstein Munger & Associates
California
– -$344K -2,213 Closed
CIA
1759
CCM Investment Advisers
South Carolina
– -$339K -2,181 Closed
RMC
1760
Regis Management Company
California
– -$338K -2,175 Closed
Harris Associates
1761
Harris Associates
Illinois
– -$323K -2,078 Closed
IFB
1762
iAB Financial Bank
Indiana
– -$311K -2,003 Closed
FC
1763
FCA Corp
Texas
– -$311K -2,002 Closed
Rafferty Asset Management
1764
Rafferty Asset Management
New York
– -$299K -1,920 Closed
GEM
1765
Global Endowment Management
North Carolina
– -$283K -1,820 Closed
Fiera Capital (Canada)
1766
Fiera Capital (Canada)
Quebec, Canada
– -$279 -1,791 Closed
EVM
1767
Evelyn V. Moreno
– -$267K -1,715 Closed
DAS
1768
Dynamic Advisor Solutions
Arizona
– -$266K -1,711 Closed
PMAM
1769
Picton Mahoney Asset Management
Ontario, Canada
– -$260K -1,674 Closed
AWM
1770
Affinity Wealth Management
Delaware
– -$252K -1,624 Closed
VA
1771
Valmark Advisers
Ohio
– -$247K -1,588 Closed
DIP
1772
DT Investment Partners
Pennsylvania
– -$244K -1,569 Closed
HCM
1773
Hengehold Capital Management
Ohio
– -$243K -1,561 Closed
F
1774
FutureAdvisor
California
– -$242K -1,534 Closed
PJSIMP
1775
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$237K -1,525 Closed
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