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IBM
IBM

Overview Fund Activity

1,733 hedge funds and large institutions have $78.5B invested in IBM in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 563 increasing their positions, 815 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,733
Holders Change
+23
Holders Change %
+1.35%
% of All Funds
45.51%
Holding in Top 10
69
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-26.6%
% of All Funds
1.81%
New
150
Increased
563
Reduced
815
Closed
105
Calls
$1.31B
Puts
$1.66B
Net Calls
-$359M
Net Calls Change
+$43.6M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.95B
2
Deutsche Bank
2
Deutsche Bank
Germany
$555M
3
State Street
3
State Street
Massachusetts
$6.83B
4
Invesco
4
Invesco
Georgia
$533M
5
NC
5
Nicholas Company
Wisconsin
$121M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$87.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.76B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$371M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$10.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
1751
NatWest Group
United Kingdom
– -$4.02M -29,020 Closed
KWILP
1752
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$3.78M -27,305 Closed
ARC
1753
Absolute Return Capital
Massachusetts
– -$3.38M -24,376 Closed
JPC
1754
Jackson Park Capital
Utah
– -$3.04M -21,966 Closed
MCM
1755
Moore Capital Management
New York
– -$2.9M -20,920 Closed
DIA
1756
Dean Investment Associates
Ohio
– -$2.58M -18,636 Closed
HCM
1757
Highbridge Capital Management
New York
– -$2.4M -17,281 Closed
ECM
1758
EII Capital Management
New York
– -$2.23M -16,108 Closed
B
1759
Bailard
California
– -$2.22M -15,999 Closed
DVM
1760
Dreman Value Management
Florida
– -$2.14M -15,437 Closed
LMIM
1761
Lockheed Martin Investment Management
Maryland
– -$2.09M -15,062 Closed
YMRC
1762
Yorktown Management & Research Company
Virginia
– -$1.96M -14,121 Closed
TAM
1763
Tealwood Asset Management
Minnesota
– -$1.58M -11,415 Closed
BS
1764
Bessemer Securities
New York
– -$1.58M -11,378 Closed
RAM
1765
Redmond Asset Management
Virginia
– -$1.54M -11,081 Closed
AL
1766
Airain Ltd
Guernsey
– -$1.34M -9,647 Closed
HCM
1767
Herndon Capital Management
Georgia
– -$1.26M -9,097 Closed
PAM
1768
Paradigm Asset Management
New York
– -$1.05M -7,584 Closed
LVP
1769
Limestone Value Partners
Texas
– -$1.02M -7,322 Closed
GC
1770
Garde Capital
Washington
– -$909K -6,556 Closed
LFM
1771
Lumina Fund Management
New York
– -$725K -5,230 Closed
EWMCB
1772
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$701K -5,061 Closed
CP
1773
Camelot Portfolios
Ohio
– -$627K -4,527 Closed
CSMF
1774
Charles Stewart Mott Foundation
Michigan
– -$551K -3,975 Closed
PAM
1775
Princeton Alpha Management
New Jersey
– -$539K -3,891 Closed
69 70
71
72 73