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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 %
FCMC
501
Founders Capital Management (Connecticut)
Connecticut
$5.85M +$111K +769 +2%
CK
502
Cohen Klingenstein
New York
$5.83M -$34.9K -241 -0.6%
GIM
503
Goelzer Investment Management
Indiana
$5.82M +$135K +931 +2%
VV
504
Verity & Verity
South Carolina
$5.81M +$1.48M +10,237 +34%
ACC
505
Accident Compensation Corp
New Zealand
$5.8M -$176K -1,213 -3%
RJA
506
Robshaw & Julian Associates
New York
$5.79M -$193K -1,334 -3%
SCM
507
Shelton Capital Management
Colorado
$5.76M -$682K -4,714 -11%
GG
508
Greenwood Gearhart
Arkansas
$5.73M +$241K +1,663 +4%
FBNAT
509
FirstMerit Bank N.A. Trustee
Ohio
$5.69M -$156K -1,075 -3%
MPM
510
Meritage Portfolio Management
Kansas
$5.68M +$236K +1,627 +4%
FNBOO
511
First National Bank of Omaha
Nebraska
$5.66M -$206K -1,420 -4%
BAAM
512
Baker Avenue Asset Management
California
$5.58M +$5.58M +38,518 New
KIA
513
KCM Investment Advisors
California
$5.57M -$271K -1,873 -5%
PPCM
514
Pillar Pacific Capital Management
California
$5.53M +$188K +1,297 +4%
AC
515
AFAM Capital
Texas
$5.51M -$123K -848 -2%
CANC
516
Culbertson A N & Co
Virginia
$5.51M -$69.9K -483 -1%
CFSG
517
Community Financial Services Group
Vermont
$5.51M +$144K +996 +3%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$5.45M +$128K +881 +2%
EWM
519
Evercore Wealth Management
New York
$5.43M -$206K -1,426 -4%
APFBOT
520
Amica Pension Fund Board of Trustees
Rhode Island
$5.42M – – –
BUB
521
BBVA USA Bancshares
Texas
$5.41M +$410K +2,833 +8%
SAS
522
Spectrum Advisory Services
Georgia
$5.38M -$144K -994 -3%
GIM
523
Grassi Investment Management
California
$5.35M +$3.77M +26,045 +239%
FWCM
524
Ferguson Wellman Capital Management
Oregon
$5.32M -$101K -697 -2%
OPCM
525
Osborne Partners Capital Management
California
$5.32M -$754K -5,205 -12%
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