IBM icon

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 %
CFB
451
Cullen/Frost Bankers
Texas
$7.5M -$146K -1,011 -2%
SBH
452
Segall Bryant & Hamill
Illinois
$7.49M -$705K -4,872 -9%
DC
453
Davenport & Co
Virginia
$7.32M +$373K +2,579 +5%
CIA
454
Choate Investment Advisors
Massachusetts
$7.32M -$6.86M -47,373 -48%
IEFM
455
IQ EQ Fund Management
Ireland
$7.26M +$996K +6,475 +16%
LC
456
Lourd Capital
California
$7.25M -$506K -3,492 -7%
SIRP
457
Shelter Insurance Retirement Plan
Missouri
$7.24M – – –
SFG
458
Sather Financial Group
Texas
$7.19M +$422K +2,916 +6%
CIC
459
Cornercap Investment Counsel
Georgia
$7.16M -$404K -2,787 -5%
Northwestern Mutual Wealth Management
460
Northwestern Mutual Wealth Management
Wisconsin
$7.15M +$815K +5,634 +13%
RG
461
Rathbones Group
United Kingdom
$7.1M +$798K +5,512 +13%
EOJOAM
462
E. Ohman J:or Asset Management
Sweden
$7.09M -$151K -1,046 -2%
MFS
463
MSI Financial Services
Massachusetts
$7.07M +$647K +4,467 +10%
Nomura Holdings
464
Nomura Holdings
Japan
$7.03M +$1.1M +7,567 +19%
TCM
465
Tufton Capital Management
Maryland
$6.99M +$63.7K +440 +0.9%
TCOV
466
Trust Company of Vermont
Vermont
$6.97M -$1.14M -7,894 -14%
AF
467
Ally Financial
Michigan
$6.97M – – –
AC
468
Allstate Corporation
Illinois
$6.94M +$5.08M +35,062 +273%
LI
469
Lafayette Investments
Maryland
$6.92M +$1.33M +9,191 +24%
CAM
470
Carret Asset Management
New York
$6.87M -$80.9K -559 -1%
CCT
471
Chemung Canal Trust
New York
$6.86M -$1.21M -8,371 -15%
MCM
472
Murphy Capital Management
New Jersey
$6.85M +$585K +4,042 +9%
RWA
473
Ropes Wealth Advisors
Massachusetts
$6.79M -$51.7K -357 -0.8%
RBA
474
Richard Bernstein Advisors
New York
$6.72M -$251K -1,736 -4%
Squarepoint
475
Squarepoint
New York
$6.71M +$6.71M +46,327 New
17 18
19
20 21