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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 %
HA
701
Halsey Associates
Connecticut
$3.07M -$500K -3,450 -14%
MJRIC
702
Mogy Joel R Investment Counsel
California
$3.06M +$2.74M +18,925 +858%
DSA
703
Davis Selected Advisers
Arizona
$3.05M +$127K +876 +4%
BAM
704
Barrett Asset Management
New York
$3.05M +$27.5K +190 +0.9%
CP
705
Corbenic Partners
Pennsylvania
$3.04M +$9.99K +69 +0.3%
CBN
706
Cadence Bank NA
Texas
$3.02M -$26.2K -181 -0.9%
CI
707
Constellation Investments
Ohio
$3.01M +$45.5K +314 +2%
GF
708
Gerstein Fisher
New York
$3M +$1.07M +7,397 +55%
NSEDCP
709
NJ State Employees Deferred Compensation Plan
New Jersey
$3M – – –
BRWA
710
B. Riley Wealth Advisors
Florida
$2.99M +$38.4K +265 +1%
CIC
711
Crawford Investment Counsel
Georgia
$2.98M -$488K -3,369 -14%
FB
712
Fulton Bank
Pennsylvania
$2.98M -$112K -775 -4%
IWA
713
Intercontinental Wealth Advisors
Texas
$2.92M +$2.66M +18,375 +1,046%
BG
714
Bahl & Gaynor
Ohio
$2.9M -$1.48M -10,199 -34%
Fiera Capital (Canada)
715
Fiera Capital (Canada)
Quebec, Canada
$2.9M -$742K -5,125 -20%
GIA
716
Gargoyle Investment Advisor
New Jersey
$2.89M +$141K +974 +5%
MNBTD
717
Moody National Bank Trust Division
Texas
$2.89M +$9.85K +68 +0.3%
SHCM
718
Stokes & Hubbell Capital Management
Louisiana
$2.89M +$266K +1,839 +10%
FMW
719
Farr Miller & Washington
District of Columbia
$2.87M +$252K +1,741 +10%
BA
720
Boston Advisors
Massachusetts
$2.87M -$89.3K -617 -3%
DBIA
721
Dumont & Blake Investment Advisors
New Jersey
$2.86M +$5.36K +37 +0.2%
PPSG
722
Princeton Portfolio Strategies Group
New Jersey
$2.86M +$16.4K +113 +0.6%
MYLI
723
Meiji Yasuda Life Insurance
Japan
$2.85M -$353K -2,438 -11%
FBT
724
First Bankers Trust
Kentucky
$2.85M – – –
NSAM
725
North Star Asset Management
Wisconsin
$2.84M -$271K -1,874 -9%
27 28
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