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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 %
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.33M -$718K -4,956 -18%
HAM
677
Highstreet Asset Management
Ontario, Canada
$3.32M -$4.92M -33,944 -60%
CCM
678
Covington Capital Management
California
$3.32M -$37.1K -256 -1%
RMDI
679
R.M. Davis Inc
Maine
$3.31M -$1.2M -8,266 -27%
DG
680
Davidson & Garrard
Virginia
$3.31M -$415K -2,868 -11%
CONA
681
Capital One National Association
New York
$3.3M -$147K -1,017 -4%
BAM
682
Burnham Asset Management
New York
$3.3M +$1.45M +10,207 +78%
BOCM
683
Bontempo Ohly Capital Management
Maryland
$3.29M +$3.29M +22,754 New
LD
684
Lipe & Dalton
New York
$3.29M -$120K -832 -4%
EAM
685
Eagle Asset Management
Florida
$3.28M +$1.89M +13,083 +136%
HDIM
686
Hanson & Doremus Investment Management
Vermont
$3.28M +$23.2K +160 +0.7%
CC
687
ClearArc Capital
Ohio
$3.26M -$42.6K -294 -1%
BCM
688
Brookstone Capital Management
Illinois
$3.26M +$2.85M +19,685 +702%
UAS
689
United Asset Strategies
New York
$3.25M -$2.07M -14,317 -39%
CB
690
Chemical Bank
Michigan
$3.17M -$276K -1,903 -8%
CC
691
Courier Capital
New York
$3.14M +$134K +929 +4%
TF
692
Tompkins Financial
New York
$3.14M -$116K -803 -4%
PAI
693
Pittenger & Anderson Inc
Nebraska
$3.11M +$84.9K +586 +3%
BCM
694
Boyle Capital Management
Iowa
$3.11M -$41.1K -284 -1%
RC
695
Roundview Capital
New Jersey
$3.11M +$472K +3,257 +18%
WSCM
696
Wellington Shields Capital Management
New York
$3.1M -$727K -5,021 -19%
VFS
697
VSR Financial Services
Kansas
$3.1M -$158K -1,090 -5%
BB
698
Bell Bank
North Dakota
$3.09M +$430K +2,970 +16%
BE
699
Bonness Enterprises
District of Columbia
$3.08M – – –
MSV
700
MN Services Vermogensbeheer
Netherlands
$3.07M +$3.07M +24,163 New
26 27
28
29 30