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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 %
WG
326
Welch Group
Alabama
$14.4M +$2.15M +14,142 +18%
RMA
327
Roffman Miller Associates
Pennsylvania
$14.3M +$106K +698 +0.7%
NMERB
328
New Mexico Educational Retirement Board
New Mexico
$14.2M -$2.16M -14,226 -13%
IG
329
ING Group
Netherlands
$14.1M +$10.7M +70,822 +312%
BCM
330
Bridgeway Capital Management
Texas
$14.1M -$2.02M -13,306 -13%
ZIG
331
Zuckerman Investment Group
Illinois
$14M -$45.9K -302 -0.3%
PWAG
332
Polaris Wealth Advisory Group
California
$13.9M +$618K +4,068 +5%
BTS
333
BB&T Securities
Virginia
$13.9M -$237K -1,562 -2%
ACM
334
Academy Capital Management
Texas
$13.8M -$18.8K -124 -0.1%
PTC
335
Philadelphia Trust Company
Pennsylvania
$13.8M -$2.85M -18,789 -17%
SMDAM
336
Sumitomo Mitsui DS Asset Management
Japan
$13.8M -$1.26M -8,278 -8%
NMIMC
337
Northwestern Mutual Investment Management Company
Wisconsin
$13.7M +$8.32M +54,768 +155%
SAM
338
Securian Asset Management
Minnesota
$13.7M -$89.9K -592 -0.7%
BC
339
Bruce & Co
Illinois
$13.6M – – –
PGFC
340
Peapack-Gladstone Financial Corp
New Jersey
$13.5M +$1.45M +9,522 +12%
BC
341
Burney Company
Virginia
$13.5M +$109K +718 +0.8%
CNAM
342
Campbell Newman Asset Management
Wisconsin
$13.4M -$99.8K -657 -0.7%
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$13.3M -$1.16M -7,630 -8%
AG
344
Advisor Group
Arizona
$13.3M +$672K +4,426 +5%
ABTD
345
Arvest Bank Trust Division
Oklahoma
$13.3M +$20K +132 +0.2%
IRF
346
IBM Retirement Fund
New York
$13.2M -$5.23M -34,449 -28%
CIC
347
Canal Insurance Company
South Carolina
$13.2M – – –
SPC
348
Stewart & Patten Company
California
$13.2M -$6.23K -41 -0%
CWM
349
CIBC World Markets
New York
$13.1M -$28.8M -189,634 -69%
LAM
350
Lebenthal Asset Management
New York
$13.1M -$258K -1,696 -2%
12 13
14
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