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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 %
AAMU
276
Amundi Asset Management US
Massachusetts
$18.7M +$1.28M +8,428 +7%
MSA
277
Mason Street Advisors
Wisconsin
$18.7M -$205K -1,348 -1%
CGH
278
Crossmark Global Holdings
Texas
$18.6M +$18.6M +134,032 New
ACM
279
Advisors Capital Management
New Jersey
$18.5M +$473K +3,112 +3%
SCM
280
SKBA Capital Management
California
$18.4M -$3.37M -22,175 -15%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$18.3M – – –
SIG
282
Schaller Investment Group
North Carolina
$18.1M -$21.4K -141 -0.1%
ZIM
283
Zacks Investment Management
Illinois
$18M +$1.48M +9,742 +9%
EDRH
284
Edmond de Rothschild Holding
Switzerland
$17.8M -$15.4M -101,577 -46%
FFA
285
First Foundation Advisors
California
$17.8M -$70.6K -465 -0.4%
WIC
286
Willis Investment Counsel
Georgia
$17.7M +$2.03M +13,363 +13%
Calamos Advisors
287
Calamos Advisors
Illinois
$17.5M -$180K -1,186 -1%
PL
288
Perpetual Ltd
Australia
$17.5M -$1.33M -8,737 -7%
Janus Henderson Group
289
Janus Henderson Group
United Kingdom
$17.4M -$600K -3,953 -3%
IIM
290
Intact Investment Management
Quebec, Canada
$17.4M -$874K -5,753 -5%
JIR
291
James Investment Research
Ohio
$17M +$652K +4,294 +4%
BC
292
Bartlett & Co
Ohio
$16.9M -$150K -985 -0.9%
CCT
293
Country Club Trust
Missouri
$16.8M +$502K +3,303 +3%
ACN
294
Advisor Consultant Network
Ohio
$16.8M +$16.8M +110,350 New
ACPU
295
Arrowgrass Capital Partners (US)
Delaware
$16.5M -$2.22M -14,614 -12%
Robeco Institutional Asset Management
296
Robeco Institutional Asset Management
Netherlands
$16.5M +$5.1M +33,575 +45%
AI
297
Analytic Investors
California
$16.5M +$16.5M +108,471 New
BA
298
Bridgewater Associates
Connecticut
$16.4M +$16.4M +107,843 New
PSUF
299
People's United Financial
Connecticut
$16.2M -$178K -1,171 -1%
MOACM
300
Mutual of America Capital Management
New York
$16.2M -$136K -896 -0.8%
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