IBM icon

IBM
IBM

Overview Fund Activity

1,711 hedge funds and large institutions have $83.7B invested in IBM in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 642 increasing their positions, 741 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,711
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.66%
Holding in Top 10
103
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+49.28%
% of All Funds
2.75%
New
102
Increased
642
Reduced
741
Closed
102
Calls
$1.9B
Puts
$1.88B
Net Calls
+$25M
Net Calls Change
+$384M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$597M
2
Fidelity International
Fidelity International
Bermuda
$327M
3
Morgan Stanley
Morgan Stanley
New York
$914M
4
State Street
State Street
Massachusetts
$7.7B
5
BFA
BlackRock Fund Advisors
California
$1.92B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$8.22B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$104M
3
Barclays
Barclays
United Kingdom
$168M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$540M
Name Holding Trade Value Shares
Change 		Shares
Change %
VDI
226
Vaughan David Investments
Illinois
$25M +$500K +3,455 +2%
URS
227
Utah Retirement Systems
Utah
$24.8M +$90.9K +628 +0.4%
ELC
228
Edgar Lomax Company
Virginia
$24.5M -$22.8M -157,266 -48%
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$24.5M -$4.35M -30,024 -15%
Lazard Asset Management
230
Lazard Asset Management
New York
$24.2M -$71.9M -496,794 -75%
AAM
231
Advisors Asset Management
Colorado
$23.8M +$9.34M +64,486 +64%
VLKIM
232
Van Lanschot Kempen Investment Management
Netherlands
$23.6M -$2.39M -16,527 -9%
AA
233
ALPS Advisors
Colorado
$23.3M +$1.27M +8,750 +6%
ZIG
234
Zurich Insurance Group
Switzerland
$23.3M +$6.12M +42,300 +36%
PI
235
PineBridge Investments
New York
$23.2M -$5.89M -40,699 -20%
RJFSA
236
Raymond James Financial Services Advisors
Florida
$22.9M +$1.32M +9,122 +6%
CB
237
Commerce Bank
Missouri
$22.8M -$1.9M -13,105 -8%
SBCM
238
Schwerin Boyle Capital Management
Massachusetts
$22.8M -$109K -753 -0.5%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$22.4M +$2.44M +16,878 +12%
CSIC
240
Clifford Swan Investment Counsel
California
$22.4M -$1.12M -7,750 -5%
Mitsubishi UFJ Asset Management
241
Mitsubishi UFJ Asset Management
Japan
$22.3M +$1.87M +12,936 +9%
RFC
242
Regions Financial Corp
Alabama
$22.3M +$206K +1,420 +0.9%
BBHC
243
Brown Brothers Harriman & Co
New York
$22.2M -$32.7K -226 -0.1%
KBC Group
244
KBC Group
Belgium
$22.1M +$4.85M +33,525 +28%
SWITC
245
Stewart West Indies Trading Company
Colorado
$22M – – –
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$21.8M -$1.31M -9,043 -6%
Public Sector Pension Investment Board (PSP Investments)
247
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.7M -$12.8M -88,701 -37%
OC
248
Oppenheimer & Co
New York
$21.5M -$431K -2,974 -2%
HIMC
249
Heritage Investors Management Corp
Maryland
$21.5M +$454K +3,137 +2%
Baird Financial Group
250
Baird Financial Group
Wisconsin
$21.4M +$1.25M +8,631 +6%
8 9
10
11 12