IBM icon

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 %
TFA
426
Transamerica Financial Advisors
Florida
$8.98M +$800K +5,269 +10%
LSERS
427
Louisiana State Employees Retirement System
Louisiana
$8.8M -$397K -2,615 -4%
GL
428
Globe Life
Texas
$8.8M – – –
JC
429
Jacobs & Co
California
$8.76M -$36.3K -239 -0.4%
DCM
430
Dupont Capital Management
Delaware
$8.73M +$323K +2,129 +4%
LG
431
Leuthold Group
Minnesota
$8.72M -$382K -2,514 -4%
RC
432
RBO & Co
California
$8.63M -$14.7K -97 -0.2%
WSFS
433
Wilmington Savings Fund Society
Delaware
$8.55M -$651K -4,288 -7%
MAM
434
Meeder Asset Management
Ohio
$8.52M +$3.79M +24,947 +80%
WT
435
Washington Trust
Rhode Island
$8.51M -$822K -5,415 -9%
AI
436
Ariel Investments
Illinois
$8.37M -$416K -2,742 -5%
EHC
437
Everett Harris & Co
California
$8.36M -$31.9K -210 -0.4%
CIA
438
Capital Investment Advisors
Georgia
$8.34M +$86.3K +568 +1%
PAG
439
Private Advisor Group
New Jersey
$8.28M +$452K +3,016 +6%
Boston Partners
440
Boston Partners
Massachusetts
$8.25M -$1.5M -9,899 -15%
JIC
441
Johnson Investment Counsel
Ohio
$8.19M -$241K -1,586 -3%
BCM
442
Buckhead Capital Management
Georgia
$8.15M -$316K -2,082 -4%
DC
443
Davenport & Co
Virginia
$8.14M +$339K +2,232 +4%
AAM
444
AR Asset Management
California
$8.13M – – –
WTC
445
WhitTier Trust Company
Nevada
$8.13M -$167K -1,102 -2%
PDN
446
Pensionfund DSM Netherlands
Netherlands
$8.1M +$8.1M +53,346 New
CIM
447
Calvert Investment Management
Maryland
$8.05M +$392K +2,580 +5%
SWP
448
Stratos Wealth Partners
Ohio
$8.01M +$484K +3,190 +6%
RWA
449
Ropes Wealth Advisors
Massachusetts
$7.95M +$45.1K +297 +0.6%
COPPSERS
450
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.89M -$3.34M -22,003 -30%
16 17
18
19 20