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 %
CANC
526
Culbertson A N & Co
Virginia
$5.85M +$6.38K +42 +0.1%
ABC
527
Associated Banc-Corp
Wisconsin
$5.85M -$8.66K -57 -0.1%
MPM
528
Meritage Portfolio Management
Kansas
$5.78M +$30.1K +198 +0.5%
AC
529
AFAM Capital
Texas
$5.75M -$54.1K -356 -0.9%
CGI
530
CI Global Investments
California
$5.72M +$2.54M +16,736 +80%
FMBTD
531
First Midwest Bank Trust Division
Illinois
$5.67M +$171K +1,128 +3%
BPC
532
Banque Pictet & Cie
Switzerland
$5.61M +$812K +5,346 +17%
LDB
533
Lee, Danner & Bass
Tennessee
$5.6M -$62K -408 -1%
SBWIC
534
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.59M +$16.6K +109 +0.3%
FM
535
Family Management
New York
$5.58M – – –
RBA
536
Richard Bernstein Advisors
New York
$5.55M -$1.49M -9,832 -21%
OPCM
537
Osborne Partners Capital Management
California
$5.53M -$3.95K -26 -0.1%
AC
538
Allstate Corporation
Illinois
$5.52M -$924K -6,086 -14%
BFEC
539
Benjamin F. Edwards & Company
Missouri
$5.52M +$63K +415 +1%
FWCM
540
Ferguson Wellman Capital Management
Oregon
$5.47M -$332K -2,186 -6%
IA
541
IFP Advisors
Florida
$5.46M -$147K -970 -3%
BAAM
542
Baker Avenue Asset Management
California
$5.46M -$169K -1,111 -3%
APFBOT
543
Amica Pension Fund Board of Trustees
Rhode Island
$5.43M – – –
CBTWT
544
Community Bank & Trust (Waco, Texas)
Texas
$5.42M -$84K -523 -2%
FNFDCM
545
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.42M -$5.53K -36 -0.1%
LA
546
Lynch & Associates
Indiana
$5.42M -$108K -712 -2%
DY
547
Dowling & Yahnke
California
$5.41M -$24.6K -162 -0.5%
TCM
548
Twin Capital Management
Pennsylvania
$5.4M +$76.2K +502 +1%
SCM
549
Shelton Capital Management
Colorado
$5.39M -$372K -2,448 -6%
PP
550
Palladium Partners
Virginia
$5.36M +$385K +2,535 +8%
20 21
22
23 24