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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 %
AL
726
AJO LP
Pennsylvania
$2.83M -$11.4M -78,738 -80%
AAA
727
Adams Asset Advisors
Texas
$2.82M – – –
AMIM
728
Aull & Monroe Investment Management
Alabama
$2.8M – – –
SCM
729
Schnieders Capital Management
California
$2.79M -$135K -930 -5%
HDE
730
Hutner Daniel Ellsworth
$2.79M +$282K +1,951 +11%
Acadian Asset Management
731
Acadian Asset Management
Massachusetts
$2.78M -$3.3M -22,794 -54%
CI
732
Capital International
California
$2.77M +$879K +6,067 +46%
LGC
733
Laurel Grove Capital
California
$2.76M -$235K -1,621 -8%
SMM
734
Stadion Money Management
Georgia
$2.76M +$225K +1,557 +9%
SC
735
SouthState Corp
Florida
$2.76M -$86.6K -598 -3%
Pacer Advisors
736
Pacer Advisors
Pennsylvania
$2.75M +$68.4K +472 +3%
CPO
737
Cerity Partners OCIO
New York
$2.75M +$148K +1,024 +6%
JPMIA
738
J.P. Marvel Investment Advisors
Massachusetts
$2.74M -$20.4K -141 -0.7%
FHA
739
First Horizon Advisors
Tennessee
$2.71M -$598K -4,137 -18%
SRC
740
Shufro Rose & Co
New York
$2.71M +$43.6K +301 +2%
ZAM
741
Zevin Asset Management
Massachusetts
$2.7M -$430K -2,973 -14%
RA
742
Rational Advisors
New York
$2.68M +$2.68M +18,540 New
RT
743
Rockland Trust
Massachusetts
$2.66M +$855K +5,907 +47%
CIC
744
Carnegie Investment Counsel
Ohio
$2.66M -$15.6K -108 -0.6%
WIC
745
Wilkins Investment Counsel
Massachusetts
$2.65M -$122K -843 -4%
MRCM
746
M&R Capital Management
New Jersey
$2.65M -$213K -1,472 -7%
IAA
747
Ironsides Asset Advisors
North Carolina
$2.64M +$830K +5,729 +46%
PIM
748
Progressive Investment Management
Oregon
$2.63M -$25K -173 -0.9%
OI
749
Oakbrook Investments
Illinois
$2.62M +$159K +1,098 +6%
LIM
750
Loudon Investment Management
New Hampshire
$2.62M +$424K +2,930 +19%
28 29
30
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