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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 %
AI
426
Ariel Investments
Illinois
$8.38M +$214K +1,475 +3%
RCM
427
Riverhead Capital Management
Delaware
$8.24M -$20.5M -141,491 -71%
HC
428
HHG & Company
Connecticut
$8.23M -$182K -1,257 -2%
Natixis Advisors
429
Natixis Advisors
Massachusetts
$8.22M +$818K +5,648 +11%
CSC
430
Cove Street Capital
California
$8.22M +$3.27M +22,594 +66%
JC
431
Jacobs & Co
California
$8.17M -$83.8K -579 -1%
FNB
432
First Niagara Bank
New York
$8.16M -$195K -1,347 -2%
JGUA
433
John G. Ullman & Associates
New York
$8.15M -$2.5M -17,259 -23%
WTC
434
WhitTier Trust Company
Nevada
$8.1M -$91.1K -629 -1%
JIC
435
Johnson Investment Counsel
Ohio
$8.08M +$35.8K +247 +0.4%
DCM
436
Dupont Capital Management
Delaware
$8.06M -$1.43M -9,903 -15%
Toronto Dominion Bank
437
Toronto Dominion Bank
Ontario, Canada
$8M -$3.82M -26,472 -32%
RC
438
RBO & Co
California
$7.99M +$156K +1,078 +2%
UB
439
UMB Bank
Missouri
$7.96M -$695K -4,798 -8%
AT
440
Arden Trust
Delaware
$7.96M -$874K -6,038 -10%
AMI
441
Amica Mutual Insurance
Rhode Island
$7.94M – – –
AIA
442
AIMZ Investment Advisors
California
$7.88M +$3.89M +26,064 +97%
CIA
443
Capital Investment Advisors
Georgia
$7.79M +$851K +5,880 +12%
LG
444
Leuthold Group
Minnesota
$7.67M +$152K +1,051 +2%
BCM
445
Buckhead Capital Management
Georgia
$7.66M +$579 +4 +0%
BIC
446
Bridges Investment Counsel
Nebraska
$7.65M +$6.96M +48,069 +1,005%
DLA
447
Douglas Lane & Associates
New York
$7.63M +$7.63M +52,720 New
AAM
448
AR Asset Management
California
$7.6M -$151K -1,046 -2%
AT
449
Acadia Trust
Maine
$7.6M -$143K -989 -2%
PAS
450
Partnervest Advisory Services
California
$7.52M +$351K +2,426 +5%
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