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IBM
IBM

Overview Fund Activity

1,751 hedge funds and large institutions have $89.2B invested in IBM in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 629 increasing their positions, 757 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,751
Holders Change
+28
Holders Change %
+1.63%
% of All Funds
46.79%
Holding in Top 10
91
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.6%
% of All Funds
2.43%
New
99
Increased
629
Reduced
757
Closed
53
Calls
$2.26B
Puts
$2.23B
Net Calls
+$26.6M
Net Calls Change
+$370M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.67B
2
Morgan Stanley
Morgan Stanley
New York
$1.63B
3
Wells Fargo
Wells Fargo
California
$1B
4
Vanguard Group
Vanguard Group
Pennsylvania
$8.99B
5
Barclays
Barclays
United Kingdom
$329M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$673M
2
Allianz Asset Management
Allianz Asset Management
Germany
$311M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$650M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$578M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
226
ProShare Advisors
Maryland
$25.7M -$8.13M -53,508 -24%
KCM
227
Kornitzer Capital Management
Kansas
$25.6M -$1.1M -7,244 -4%
URS
228
Utah Retirement Systems
Utah
$25.6M – – –
VDI
229
Vaughan David Investments
Illinois
$25.3M -$251K -1,652 -1%
OCAM
230
Onex Canada Asset Management
Ontario, Canada
$25.2M +$25.2M +169,672 New
NB
231
Norinchukin Bank
Japan
$25.2M +$150K +988 +0.6%
SG Americas Securities
232
SG Americas Securities
New York
$24.6M -$6.38M -42,005 -21%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$24.5M +$593K +3,903 +2%
WJA
234
Williams Jones & Associates
New York
$24.2M -$412K -2,712 -2%
DP
235
Dearborn Partners
Illinois
$23.8M +$5.51M +36,286 +30%
SBCM
236
Schwerin Boyle Capital Management
Massachusetts
$23.7M -$75.5K -497 -0.3%
RJFSA
237
Raymond James Financial Services Advisors
Florida
$23.5M +$238K +1,568 +1%
GH
238
GAM Holding
Switzerland
$23.3M -$4.19M -27,581 -15%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$23.2M -$1.3M -8,535 -5%
ZIG
240
Zurich Insurance Group
Switzerland
$23.2M -$578K -3,803 -2%
CCP
241
Clarkston Capital Partners
Michigan
$23.1M +$198K +1,307 +0.9%
SWITC
242
Stewart West Indies Trading Company
Colorado
$23.1M – – –
CB
243
Commerce Bank
Missouri
$23M -$1.25M -8,253 -5%
Lazard Asset Management
244
Lazard Asset Management
New York
$22.9M -$536K -3,529 -2%
Baird Financial Group
245
Baird Financial Group
Wisconsin
$22.9M +$312K +2,057 +1%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$22.8M -$128K -844 -0.6%
OA
247
Oak Associates
Ohio
$22.6M +$2.72M +18,506 +14%
VLKIM
248
Van Lanschot Kempen Investment Management
Netherlands
$22.6M +$143K +941 +0.6%
RI
249
RWWM Inc
California
$22.5M +$1.08M +7,083 +5%
IGIM
250
I.G. Investment Management
Manitoba, Canada
$22.4M +$3.36M +22,127 +18%
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