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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 %
PWW
651
Pettyjohn Wood & White
Virginia
$3.54M +$247K +1,707 +7%
JAM
652
Jolley Asset Management
North Carolina
$3.54M +$177K +1,225 +5%
AF
653
Arrow Financial
New York
$3.52M -$190K -1,314 -5%
DSC
654
Duncker Streett & Co
Missouri
$3.52M +$7.53K +52 +0.2%
SRP
655
Saddle Road Partners
Nebraska
$3.5M +$19.7K +136 +0.6%
III
656
Independent Investors Inc
New York
$3.5M -$30.4K -210 -0.9%
UR
657
USCA RIA
Texas
$3.49M +$1.72M +11,889 +97%
SC
658
Searle & Co
Connecticut
$3.48M – – –
VHAM
659
Van Hulzen Asset Management
California
$3.48M +$765K +5,283 +28%
FNBT
660
FineMark National Bank & Trust
Florida
$3.47M +$357K +2,463 +11%
CAM
661
Columbia Asset Management
Michigan
$3.47M +$816K +5,640 +31%
RIA
662
RPG Investment Advisory
California
$3.45M -$175K -1,206 -5%
DWT
663
Dorsey & Whitney Trust
South Dakota
$3.44M +$2.61K +18 +0.1%
FG
664
Fiduciary Group
Georgia
$3.43M -$92.1K -636 -3%
Simplex Trading
665
Simplex Trading
Illinois
$3.43M +$1.74M +12,007 +103%
BFIM
666
Beese Fulmer Investment Management
Ohio
$3.42M +$112K +785 +3%
NIA
667
Northstar Investment Advisors
Colorado
$3.42M -$1.55M -10,723 -31%
WB
668
Webster Bank
Connecticut
$3.42M -$469K -3,240 -12%
CIM
669
CenturyLink Investment Management
Colorado
$3.4M +$9.12K +63 +0.3%
TWA
670
TCI Wealth Advisors
Arizona
$3.39M -$150K -1,038 -4%
Fisher Asset Management
671
Fisher Asset Management
Washington
$3.39M -$423K -2,917 -11%
ANTB
672
AMG National Trust Bank
Colorado
$3.38M +$10.6K +73 +0.3%
CA
673
Cetera Advisors
Colorado
$3.35M -$86.7K -599 -3%
CT
674
Cambridge Trust
Massachusetts
$3.34M -$188K -1,296 -5%
CAM
675
Cubic Asset Management
Massachusetts
$3.34M +$15.2K +105 +0.5%
25 26
27
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