IBM icon

IBM
IBM

Overview Fund Activity

1,721 hedge funds and large institutions have $94B invested in IBM in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 602 increasing their positions, 823 reducing their positions, and 102 closing their positions.

Holders
1,721
Holders Change
-27
Holders Change %
-1.54%
% of All Funds
45.91%
Holding in Top 10
94
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.08%
% of All Funds
2.51%
New
94
Increased
602
Reduced
823
Closed
102
Calls
$2.35B
Puts
$1.94B
Net Calls
+$406M
Net Calls Change
+$992M

Top Buyers

1
MAM
1
Magellan Asset Management
Australia
$1.1B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.62B
3
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$12.8B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$572M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$428M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$197M
2
State Street
2
State Street
Massachusetts
$8.39B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$809M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$287M
5
Barclays
5
Barclays
United Kingdom
$251M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
1801
Willingdon Wealth Management
North Carolina
– – -1,669 Closed
AAM
1802
Aureus Asset Management
Massachusetts
– – -1,630 Closed
PFC
1803
Phocas Financial Corp
California
– – -1,608 Closed
GAM
1804
Garrison Asset Management
Arkansas
– – -1,565 Closed
SGH
1805
Schonfeld Group Holdings
New York
– – -1,516 Closed
GIM
1806
Groesbeck Investment Management
New Jersey
– – -1,500 Closed
CCM
1807
Carderock Capital Management
Maryland
– – -1,496 Closed
LFA
1808
Landmark Financial Advisors
Kentucky
– – -1,491 Closed
1IA
1809
1834 Investment Advisors
Wisconsin
– – -1,476 Closed
SIM
1810
SSI Investment Management
California
– – -1,448 Closed
AWA
1811
ARS Wealth Advisors
Florida
– – -1,381 Closed
AWM
1812
Affinity Wealth Management
Delaware
– – -1,377 Closed
ST
1813
Sabal Trust
Florida
– – -1,345 Closed
MAM
1814
Marquette Asset Management
Minnesota
– – -1,312 Closed
SCA
1815
STALEY CAPITAL ADVISERS
Pennsylvania
– – -1,304 Closed
PRS
1816
Pinkerton Retirement Specialists
Idaho
– – -621 Closed
PHK
1817
Point72 Hong Kong
Hong Kong
– – -527 Closed
PFG
1818
Pacific Financial Group
Washington
– – -253 Closed
MSFP
1819
Mark Sheptoff Financial Planning
Connecticut
– – -105 Closed
AA
1820
AlphaMark Advisors
Kentucky
– – -105 Closed
BCI
1821
Brinker Capital Investments
Pennsylvania
– – -60 Closed
FAM
1822
Fred Alger Management
New York
– – -58 Closed
MAS
1823
Madden Advisory Services
Florida
– – -24 Closed
ECM
1824
Exchange Capital Management
Michigan
– – -16 Closed
MCM
1825
Mason Capital Management
New York
– – – –
70 71 72
73
74