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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 %
B
576
Bailard
California
$4.83M +$85K +560 +2%
AUB
577
Atlantic Union Bankshares
Virginia
$4.83M +$39K +257 +0.8%
KIA
578
KCM Investment Advisors
California
$4.81M -$922K -6,074 -16%
WC
579
Woodstock Corp
Massachusetts
$4.8M +$718K +4,728 +18%
CNBT
580
Canandaigua National Bank & Trust
New York
$4.8M -$29.5K -194 -0.6%
HCM
581
Horan Capital Management
Maryland
$4.79M -$213K -1,402 -4%
SFA
582
Staton Financial Advisors
North Carolina
$4.79M -$304K -2,001 -6%
PA
583
Profund Advisors
Maryland
$4.76M +$1.41M +9,283 +42%
NPF
584
Norris Perne & French
Michigan
$4.74M +$349K +2,300 +8%
MYAM
585
Meiji Yasuda Asset Management
Japan
$4.74M +$1M +6,600 +27%
FPFS
586
First Personal Financial Services
North Carolina
$4.73M +$91.4K +602 +2%
FAT
587
First American Trust
California
$4.71M -$4.1K -27 -0.1%
RW
588
Rand Wealth
Maryland
$4.7M -$17.8K -117 -0.4%
Voloridge Investment Management
589
Voloridge Investment Management
Florida
$4.7M +$4.7M +30,971 New
WSC
590
Wellington Shields & Co
New York
$4.68M +$477K +3,138 +11%
CLOS
591
Compagnie Lombard Odier SCmA
Switzerland
$4.66M -$349K -2,301 -7%
HIM
592
Hanlon Investment Management
New Jersey
$4.64M -$551K -3,627 -11%
ECAM
593
East Coast Asset Management
Massachusetts
$4.6M +$25.2K +166 +0.6%
Natixis Advisors
594
Natixis Advisors
Massachusetts
$4.6M -$1.23M -8,068 -21%
PIM
595
Penobscot Investment Management
Massachusetts
$4.59M -$99K -652 -2%
TNBTD
596
Trustmark National Bank Trust Department
Mississippi
$4.55M +$236K +1,556 +5%
IHL
597
Investment House LLC
California
$4.54M – – –
AIC
598
Argus Investors Counsel
New York
$4.54M -$196K -1,292 -4%
IMOV
599
Investment Management of Virginia
Virginia
$4.53M -$30.8K -203 -0.7%
FNT
600
First National Trust
Pennsylvania
$4.53M +$69.6K +458 +2%
22 23
24
25 26