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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 %
MCM
476
McRae Capital Management
New Jersey
$6.68M +$245K +1,694 +4%
SIP
477
Stoneridge Investment Partners
Pennsylvania
$6.62M -$2.22M -15,344 -25%
MA
478
Montag & Associates
Georgia
$6.55M +$71.2K +492 +1%
CCM
479
Cohen Capital Management
California
$6.54M – – –
KCM
480
Kanawha Capital Management
Virginia
$6.5M +$211K +1,458 +3%
GJIC
481
Gamble Jones Investment Counsel
California
$6.49M -$17.5K -121 -0.3%
SGK
482
Steigerwald Gordon & Koch
Virginia
$6.47M +$118K +833 +2%
SHA
483
Smith Hayes Advisers
Nebraska
$6.34M +$303K +2,096 +5%
KCM
484
Kempner Capital Management
Texas
$6.22M – – –
PL
485
Parthenon LLC
Kentucky
$6.17M – – –
WPC
486
Waters Parkerson & Co
Louisiana
$6.14M -$139K -958 -2%
SCM
487
Suffolk Capital Management
New York
$6.12M +$6.12M +42,272 New
DBG
488
De Burlo Group
Massachusetts
$6.1M +$5.87M +40,533 +2,583%
1SB
489
1ST Source Bank
Indiana
$6.07M -$121K -837 -2%
KRSITF
490
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.06M +$995K +6,875 +20%
TRIM
491
Thompson Rubinstein Investment Management
Oregon
$6.05M +$3.34M +23,093 +123%
NPC
492
National Planning Corporation
California
$6.05M -$2.53M -17,994 -30%
KFC
493
Klingenstein Fields & Co
New York
$6.02M -$195K -1,344 -3%
PP
494
Paloma Partners
Connecticut
$6.01M -$15.3M -105,992 -72%
ABC
495
Associated Banc-Corp
Wisconsin
$5.97M -$265K -1,830 -4%
PCM
496
Parsons Capital Management
Rhode Island
$5.95M +$537K +3,711 +10%
SWP
497
Stratos Wealth Partners
Ohio
$5.95M +$978K +6,756 +20%
WA
498
WealthTrust Axiom
Pennsylvania
$5.94M +$1.5M +10,348 +34%
CTA
499
Chesley Taft & Associates
Illinois
$5.93M +$551K +3,806 +10%
BFA
500
Bragg Financial Advisors
North Carolina
$5.86M +$509K +3,513 +10%
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