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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 %
PG
551
PEAK6 Group
Illinois
$5.29M +$742K +4,885 +16%
FMI
552
Factory Mutual Insurance
Massachusetts
$5.27M -$5.56M -36,610 -51%
BTW
553
Boston Trust Walden
Massachusetts
$5.27M -$59.4K -391 -1%
SSB
554
Sandy Spring Bank
Maryland
$5.24M +$47.1K +306 +0.9%
Citadel Advisors
555
Citadel Advisors
Florida
$5.21M -$2.83M -18,627 -35%
FNBOO
556
First National Bank of Omaha
Nebraska
$5.2M -$55.9K -368 -1%
WPIC
557
White Pine Investment Company
Michigan
$5.19M -$65.9K -434 -1%
VST
558
Van Strum & Towne
California
$5.17M +$18.7K +123 +0.4%
DIA
559
Denver Investment Advisors
Colorado
$5.17M -$125K -824 -2%
ANI
560
American National Insurance
Texas
$5.15M – – –
SCM
561
Sterling Capital Management
North Carolina
$5.14M +$656K +4,320 +15%
FCH
562
Freestone Capital Holdings
Washington
$5.12M -$506K -3,332 -9%
NLI
563
Nippon Life Insurance
Japan
$5.12M +$25.7K +169 +0.5%
CCM
564
Catawba Capital Management
Virginia
$5.05M +$43.3K +285 +0.9%
RMSCM
565
R.M. Sincerbeaux Capital Management
New York
$5M – – –
EWM
566
Evercore Wealth Management
New York
$4.97M -$273K -1,799 -5%
CA
567
Cullinan Associates
Kentucky
$4.93M -$47.7K -314 -1%
MI
568
Montage Investments
Kansas
$4.92M +$3.8M +25,000 +337%
SCA
569
Salient Capital Advisors
Texas
$4.92M +$21.3K +140 +0.4%
KRSITF
570
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.91M -$751K -4,944 -13%
Thrivent Financial for Lutherans
571
Thrivent Financial for Lutherans
Minnesota
$4.9M +$184K +1,212 +4%
GC
572
Gratus Capital
Georgia
$4.9M -$95.4K -628 -2%
UR
573
USCA RIA
Texas
$4.9M +$332K +2,189 +7%
RJA
574
Robshaw & Julian Associates
New York
$4.87M -$57.1K -376 -1%
AAA
575
Adams Asset Advisors
Texas
$4.86M +$561K +3,692 +13%
21 22
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