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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
+$331M
2
Fidelity International
Fidelity International
Bermuda
+$323M
3
Morgan Stanley
Morgan Stanley
New York
+$247M
4
State Street
State Street
Massachusetts
+$186M
5
BFA
BlackRock Fund Advisors
California
+$175M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$687M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$282M
3
Barclays
Barclays
United Kingdom
-$237M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$208M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
276
Teachers Retirement System of the State of Kentucky
Kentucky
$18.2M -$45.3K -313 -0.2%
PL
277
Perpetual Ltd
Australia
$18.1M +$1.7M +11,740 +10%
GIA
278
Guyasuta Investment Advisors
Pennsylvania
$18.1M -$437K -3,015 -2%
B
279
BP
United Kingdom
$18M +$1.36M +9,414 +8%
FIM
280
Foresters Investment Management
New York
$17.9M – – –
MSA
281
Mason Street Advisors
Wisconsin
$17.8M +$175K +1,210 +1%
LS
282
Livforsakringsbolaget Skandia
Sweden
$17.8M – – –
ACM
283
Azimuth Capital Management
Michigan
$17.7M +$288K +1,989 +2%
PTC
284
Philadelphia Trust Company
Pennsylvania
$17.6M -$624K -4,310 -3%
WJA
285
Williams Jones & Associates
New York
$17.6M +$10.9M +75,365 +164%
FFA
286
First Foundation Advisors
California
$17.5M +$1.15M +7,934 +7%
IIM
287
Intact Investment Management
Quebec, Canada
$17.4M +$863K +5,962 +5%
PR
288
Payden & Rygel
California
$17.3M +$2.13M +14,712 +14%
SIG
289
Schaller Investment Group
North Carolina
$17.3M +$53.9K +372 +0.3%
DnB Asset Management
290
DnB Asset Management
Norway
$17.1M +$4.27M +29,498 +33%
MA
291
MUFG Americas
New York
$17.1M -$2.33M -16,102 -12%
Calamos Advisors
292
Calamos Advisors
Illinois
$17M +$1.01M +6,978 +6%
Envestnet Asset Management
293
Envestnet Asset Management
Illinois
$17M +$4.1M +28,311 +32%
DP
294
Dearborn Partners
Illinois
$17M +$1.4M +9,693 +9%
BHC
295
Bowen Hanes & Co
Florida
$16.9M +$10.3M +71,212 +158%
BC
296
Bartlett & Co
Ohio
$16.5M -$42K -290 -0.3%
WIC
297
Willis Investment Counsel
Georgia
$16.3M +$1.11M +7,635 +7%
EARNEST Partners
298
EARNEST Partners
Georgia
$16.2M -$2.68M -18,493 -14%
AAF
299
Andra AP-fonden
Sweden
$15.5M -$439K -3,034 -3%
ACM
300
Advisors Capital Management
New Jersey
$15.4M +$15.4M +106,451 New
10 11
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