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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 %
CCA
626
Catalyst Capital Advisors
New York
$4.08M -$418K -2,755 -9%
JPMIA
627
J.P. Marvel Investment Advisors
Massachusetts
$4.08M +$1.34M +8,804 +49%
CT
628
Cambridge Trust
Massachusetts
$4.07M +$597K +3,934 +17%
GWM
629
Geneos Wealth Management
Colorado
$4.06M -$106K -695 -3%
GA
630
Geneva Advisors
Illinois
$4.06M -$77.9K -513 -2%
GCM
631
Garland Capital Management
Washington
$4.05M +$8.05K +53 +0.2%
CA
632
CapWealth Advisors
Tennessee
$4.04M +$3.95M +26,036 +4,633%
MA
633
Marshwinds Advisory
Georgia
$4.04M -$7.9K -52 -0.2%
SFA
634
Sequoia Financial Advisors
Ohio
$4.03M +$135K +886 +3%
ACP
635
Aviance Capital Partners
Florida
$4.02M -$15.9K -105 -0.4%
RIL
636
Rothschild Investment LLC
Illinois
$4.02M -$507K -3,338 -11%
LK
637
Lumbard & Kellner
New Hampshire
$4.02M – – –
LJAC
638
L.J. Altfest & Co
New York
$4.01M +$4.1K +27 +0.1%
GC
639
Grimes & Company
Massachusetts
$4M -$36.1K -238 -0.9%
DWT
640
Dorsey & Whitney Trust
South Dakota
$3.99M +$80.7K +531 +2%
EGM
641
Espalier Global Management
New York
$3.97M +$3.97M +26,150 New
ACM
642
Argyle Capital Management
Pennsylvania
$3.96M -$27.8K -183 -0.7%
NCM
643
Narwhal Capital Management
Georgia
$3.96M -$354K -2,328 -8%
AIA
644
AIMZ Investment Advisors
California
$3.95M -$15.3K -101 -0.4%
LBC
645
Lowe Brockenbrough & Co
Virginia
$3.95M -$80.2K -528 -2%
OLA
646
Oliver Luxxe Assets
New Jersey
$3.89M +$271K +1,782 +7%
TMAM
647
Tokio Marine Asset Management
Japan
$3.88M -$482K -3,175 -11%
PFSC
648
Peoples Financial Services Corp
Pennsylvania
$3.85M -$36.9K -243 -0.9%
SI
649
SII Investments
Wisconsin
$3.83M -$35K -230 -0.9%
BFIM
650
Beese Fulmer Investment Management
Ohio
$3.81M +$207K +1,363 +6%
24 25
26
27 28