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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 %
WG
326
Welch Group
Alabama
$13M +$3.51M +24,232 +37%
SAM
327
Securian Asset Management
Minnesota
$13M -$13K -90 -0.1%
CAM
328
Capstone Asset Management
Texas
$12.9M -$1.7M -11,760 -12%
MNA
329
Manning & Napier Advisors
New York
$12.8M -$210K -1,452 -2%
BCM
330
Beddow Capital Management
Wyoming
$12.7M -$850K -5,873 -6%
RMA
331
Roffman Miller Associates
Pennsylvania
$12.7M +$485K +3,350 +4%
ISL
332
Ingalls & Snyder LLC
New York
$12.6M -$409K -2,828 -3%
CIC
333
Canal Insurance Company
South Carolina
$12.6M – – –
SPC
334
Stewart & Patten Company
California
$12.6M +$176K +1,217 +1%
ABTD
335
Arvest Bank Trust Division
Oklahoma
$12.5M +$300K +2,073 +2%
SEI Investments
336
SEI Investments
Pennsylvania
$12.5M +$1.75M +12,096 +16%
RFS
337
Rockefeller Financial Services
New York
$12.4M – – –
KRS
338
Kentucky Retirement Systems
Kentucky
$12.3M +$2.03M +14,043 +20%
PGFC
339
Peapack-Gladstone Financial Corp
New Jersey
$12.2M +$3.28M +22,646 +37%
MLL
340
Moody Lynn & Lieberson
Massachusetts
$12.1M +$12.1M +83,863 New
MI
341
Markston International
New York
$12.1M -$1.28M -8,848 -10%
MIM
342
Montgomery Investment Management
Maryland
$12M -$128K -884 -1%
DWA
343
Douglass Winthrop Advisors
New York
$12M -$980K -6,769 -8%
CIBC World Market
344
CIBC World Market
Ontario, Canada
$11.9M -$1.55M -10,701 -11%
NRS
345
Neville Rodie & Shaw
New York
$11.8M -$64.1K -443 -0.5%
TG
346
TCW Group
California
$11.7M -$7.41M -51,171 -39%
CNAM
347
Campbell Newman Asset Management
Wisconsin
$11.7M +$1.03M +7,125 +10%
PAM
348
Private Asset Management
California
$11.7M -$1.72M -11,914 -13%
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$11.7M +$986K +6,810 +9%
LAM
350
Lebenthal Asset Management
New York
$11.7M +$11.7M +80,584 New
12 13
14
15 16