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IBM
IBM

Overview Fund Activity

1,814 hedge funds and large institutions have $93.8B invested in IBM in 2016 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 671 increasing their positions, 724 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+63
Holders Change %
+3.6%
% of All Funds
45.42%
Holding in Top 10
117
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+28.57%
% of All Funds
2.93%
New
171
Increased
671
Reduced
724
Closed
74
Calls
$2.07B
Puts
$2.48B
Net Calls
-$413M
Net Calls Change
-$439M

Top Buyers

1
Asset Management One
1
Asset Management One
Japan
$258M
2
Bank of America
2
Bank of America
North Carolina
$2.32B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.6B
4
State Street
4
State Street
Massachusetts
$8.47B
5
Wells Fargo
5
Wells Fargo
California
$1.24B

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.89B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$331M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
Barclays
5
Barclays
United Kingdom
$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMC
251
Heritage Investors Management Corp
Maryland
$23M -$239K -1,503 -1%
Creative Planning
252
Creative Planning
Kansas
$22.9M +$1.69M +10,646 +8%
VLKIM
253
Van Lanschot Kempen Investment Management
Netherlands
$22.9M -$680K -4,288 -3%
EDRH
254
Edmond de Rothschild Holding
Switzerland
$22.8M +$4.13M +26,007 +22%
XK
255
Xact Kapitalforvaltning
Sweden
$22.7M +$942K +5,938 +4%
WB
256
WesBanco Bank
West Virginia
$22.6M +$1.44M +9,047 +7%
BTS
257
BB&T Securities
Virginia
$22.3M +$7.93M +50,428 +55%
CB
258
Community Bank
New York
$22.2M -$120K -758 -0.5%
TAM
259
Tocqueville Asset Management
New York
$22.1M +$976K +6,149 +5%
BBHC
260
Brown Brothers Harriman & Co
New York
$21.9M -$403K -2,541 -2%
DCM
261
Donaldson Capital Management
Indiana
$21.9M +$2.12M +13,329 +11%
CAM
262
Capstone Asset Management
Texas
$21.8M +$576K +3,627 +3%
SW
263
SVB Wealth
Massachusetts
$21.5M -$757K -4,769 -3%
ACM
264
Advisors Capital Management
New Jersey
$21.1M +$1.71M +10,761 +9%
CSIC
265
Clifford Swan Investment Counsel
California
$21.1M -$1.03M -6,505 -5%
EAM
266
Edge Asset Management
Washington
$21M -$8.37M -52,727 -29%
Envestnet Asset Management
267
Envestnet Asset Management
Illinois
$20.5M +$4.07M +25,666 +25%
FT
268
Fiduciary Trust
Massachusetts
$20.3M -$155K -974 -0.8%
SAM
269
Silvercrest Asset Management
New York
$20.2M -$1.25M -7,847 -6%
FIM
270
Foresters Investment Management
New York
$20.1M +$41.8K +262 +0.2%
PSUF
271
People's United Financial
Connecticut
$20M +$3.09M +19,474 +18%
ERSOT
272
Employees Retirement System of Texas
Texas
$20M – – –
UIM
273
USS Investment Management
United Kingdom
$19.9M +$19.9M +125,415 New
GIA
274
Guyasuta Investment Advisors
Pennsylvania
$19.9M -$903K -5,689 -4%
B
275
BP
United Kingdom
$19.8M – – –
9 10
11
12 13