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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
+$535M
2
Morgan Stanley
Morgan Stanley
New York
+$449M
3
Wells Fargo
Wells Fargo
California
+$186M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
Barclays
Barclays
United Kingdom
+$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$713M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$180M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$133M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
251
DnB Asset Management
Norway
$22.3M +$4.61M +30,386 +26%
HIMC
252
Heritage Investors Management Corp
Maryland
$22.2M -$317K -2,086 -1%
OC
253
Oppenheimer & Co
New York
$22M -$2.65M -17,445 -11%
RFC
254
Regions Financial Corp
Alabama
$21.9M -$755K -4,969 -3%
CB
255
Community Bank
New York
$21.4M +$160K +1,054 +0.8%
BBHC
256
Brown Brothers Harriman & Co
New York
$21.4M -$1.26M -8,329 -6%
SW
257
SVB Wealth
Massachusetts
$21.3M -$478K -3,149 -2%
CSIC
258
Clifford Swan Investment Counsel
California
$21.2M -$1.03M -6,756 -5%
Millennium Management
259
Millennium Management
New York
$20.9M +$20.9M +137,839 New
XK
260
Xact Kapitalforvaltning
Sweden
$20.8M +$20.8M +136,813 New
SAM
261
Silvercrest Asset Management
New York
$20.5M -$406K -2,674 -2%
Creative Planning
262
Creative Planning
Kansas
$20.3M +$585K +3,849 +3%
GAM
263
Gotham Asset Management
New York
$20.3M -$30.8M -202,631 -60%
CAM
264
Capstone Asset Management
Texas
$20.3M +$630K +4,149 +3%
WB
265
WesBanco Bank
West Virginia
$20.3M -$282K -1,854 -1%
TAM
266
Tocqueville Asset Management
New York
$20.2M +$6.36M +41,873 +46%
GIA
267
Guyasuta Investment Advisors
Pennsylvania
$19.9M +$904K +5,952 +5%
FT
268
Fiduciary Trust
Massachusetts
$19.6M -$91.3K -601 -0.5%
PR
269
Payden & Rygel
California
$19.3M +$1.1M +7,218 +6%
FIM
270
Foresters Investment Management
New York
$19.1M +$47.5K +313 +0.2%
ERSOT
271
Employees Retirement System of Texas
Texas
$19.1M +$4.61M +30,334 +32%
DCM
272
Donaldson Capital Management
Indiana
$18.9M +$18M +118,437 +1,876%
B
273
BP
United Kingdom
$18.9M – – –
ACM
274
Azimuth Capital Management
Michigan
$18.8M +$94.6K +623 +0.5%
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$18.8M -$626K -4,124 -3%
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