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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 %
DWM
601
Dorchester Wealth Management
Quebec, Canada
$4.17M +$50K +345 +1%
AT
602
Argent Trust
Texas
$4.15M +$35.6K +246 +0.9%
AUB
603
Atlantic Union Bankshares
Virginia
$4.15M +$97K +670 +2%
IIC
604
Ironwood Investment Counsel
Arizona
$4.13M +$458K +3,165 +12%
PLFAM
605
Pineno Levin & Ford Asset Management
Virginia
$4.12M -$6.81K -47 -0.2%
NCM
606
Narwhal Capital Management
Georgia
$4.11M +$367K +2,537 +10%
SIC
607
Salem Investment Counselors
North Carolina
$4.11M +$481K +3,319 +13%
BAM
608
Bruderman Asset Management
New York
$4.1M +$3.14M +21,672 +325%
HIM
609
Hanlon Investment Management
New Jersey
$4.1M -$266K -1,837 -6%
EFS
610
Essex Financial Services
Connecticut
$4.09M -$128K -883 -3%
FNT
611
First National Trust
Pennsylvania
$4.09M +$135K +929 +3%
BFO
612
Boston Family Office
Massachusetts
$4.03M -$19.8K -137 -0.5%
ACP
613
Ashfield Capital Partners
California
$4.01M -$15.2K -105 -0.4%
GLA
614
Great Lakes Advisors
Illinois
$3.99M +$646K +4,464 +19%
LK
615
Lumbard & Kellner
New Hampshire
$3.98M -$8.98K -62 -0.2%
SCM
616
Sterling Capital Management
North Carolina
$3.97M -$463K -3,197 -10%
GA
617
Geneva Advisors
Illinois
$3.97M +$138K +951 +4%
NPF
618
Norris Perne & French
Michigan
$3.95M +$1.62M +11,164 +69%
TNBTD
619
Trustmark National Bank Trust Department
Mississippi
$3.92M -$1.4M -9,640 -26%
WSC
620
Wellington Shields & Co
New York
$3.91M +$220K +1,517 +6%
FPFS
621
First Personal Financial Services
North Carolina
$3.9M +$1.45M +9,988 +59%
OMCS
622
Old Mutual Customised Solutions
South Africa
$3.89M -$197K -1,360 -5%
LBC
623
Lowe Brockenbrough & Co
Virginia
$3.89M -$12.9K -89 -0.3%
ACP
624
Aviance Capital Partners
Florida
$3.89M +$2.1M +14,533 +118%
GC
625
Grimes & Company
Massachusetts
$3.87M +$7.53K +52 +0.2%
23 24
25
26 27