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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 %
HTC
601
Haverford Trust Company
Pennsylvania
$4.52M +$67.4K +444 +2%
HC
602
Hourglass Capital
Texas
$4.52M -$152K -1,004 -3%
IIC
603
Ironwood Investment Counsel
Arizona
$4.52M +$963K +6,343 +27%
CCMINC
604
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.52M +$134K +883 +3%
CIP
605
Convergence Investment Partners
Florida
$4.49M -$825K -5,436 -16%
LIA
606
LS Investment Advisors
Michigan
$4.49M -$290K -1,908 -6%
LNB
607
Ledyard National Bank
$4.48M -$31.1K -205 -0.7%
AT
608
Argent Trust
Texas
$4.47M +$57.7K +380 +1%
EFS
609
Essex Financial Services
Connecticut
$4.46M +$207K +1,366 +5%
CCFCSB
610
Cape Cod Five Cents Savings Bank
Massachusetts
$4.45M -$97.8K -644 -2%
GLRA
611
Gerald L. Ray & Associates
Texas
$4.42M -$126K -831 -3%
OA
612
Outfitter Advisors
Virginia
$4.39M +$264K +1,737 +6%
CSC
613
Cove Street Capital
California
$4.37M -$4.8M -31,599 -52%
BA
614
Boston Advisors
Massachusetts
$4.36M +$511K +3,364 +13%
DWM
615
Dorchester Wealth Management
Quebec, Canada
$4.35M +$759 +5 +0%
BCM
616
Birmingham Capital Management
Alabama
$4.34M -$9.14K -63 -0.2%
PLFAM
617
Pineno Levin & Ford Asset Management
Virginia
$4.33M +$27.8K +183 +0.6%
BCM
618
Brookstone Capital Management
Illinois
$4.28M +$359K +2,363 +9%
1832 Asset Management
619
1832 Asset Management
Ontario, Canada
$4.25M +$2.67M +17,592 +169%
SCM
620
Stevens Capital Management
Pennsylvania
$4.25M +$4.25M +27,969 New
OWD
621
Osborn Williams & Donohoe
Ohio
$4.2M -$320K -2,107 -7%
CAM
622
Columbia Asset Management
Michigan
$4.15M +$146K +959 +4%
BFO
623
Boston Family Office
Massachusetts
$4.13M -$19K -125 -0.5%
WCF
624
West Coast Financial
California
$4.11M +$12.8K +84 +0.3%
AIP
625
Ameritas Investment Partners
Nebraska
$4.11M -$1.42M -9,377 -26%
23 24
25
26 27