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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 %
BCP
701
Blue Chip Partners
Michigan
$3.21M +$235K +1,546 +8%
SCM
702
Stonebridge Capital Management
California
$3.19M -$127K -836 -4%
ACP
703
Ashfield Capital Partners
California
$3.19M -$68.5K -451 -2%
FB
704
Fulton Bank
Pennsylvania
$3.19M +$25.1K +165 +0.8%
BFM
705
Boston Financial Management
Massachusetts
$3.18M -$84.6K -557 -3%
NSEDCP
706
NJ State Employees Deferred Compensation Plan
New Jersey
$3.18M – – –
GP
707
GLG Partners
United Kingdom
$3.18M +$3.18M +20,920 New
BSPF
708
British Steel Pension Fund
United Kingdom
$3.17M – – –
EAM
709
Eagle Asset Management
Florida
$3.17M -$155K -1,022 -5%
CBN
710
Cadence Bank NA
Texas
$3.17M +$1.67K +11 +0.1%
HCM
711
Hutner Capital Management
Vermont
$3.17M +$3.17M +20,850 New
PP
712
Patten & Patten
Tennessee
$3.13M +$1.91M +12,587 +157%
CA
713
Cetera Advisors
Colorado
$3.12M -$232K -1,523 -7%
CCC
714
Chelsea Counsel Company
California
$3.12M – – –
DSC
715
Duncker Streett & Co
Missouri
$3.12M -$580K -3,818 -16%
LTI
716
Laffer Tengler Investments
Tennessee
$3.1M – – –
MAA
717
Matrix Asset Advisors
New York
$3.1M +$503K +3,314 +19%
CPO
718
Cerity Partners OCIO
New York
$3.09M +$124K +817 +4%
FPTW
719
Franklin, Parlapiano, Turner & Welch
Texas
$3.09M +$288K +1,896 +10%
DBIA
720
Dumont & Blake Investment Advisors
New Jersey
$3.08M +$63.6K +419 +2%
HA
721
Halsey Associates
Connecticut
$3.08M -$60.4K -398 -2%
PRA
722
Parametric Risk Advisors
Connecticut
$3.08M – – –
M
723
MOTCO
Texas
$3.07M +$230K +1,515 +8%
MJRIC
724
Mogy Joel R Investment Counsel
California
$3.07M – – –
SHCM
725
Stokes & Hubbell Capital Management
Louisiana
$3.06M +$31K +204 +1%
27 28
29
30 31