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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 %
VAM
751
Visionary Asset Management
Texas
$2.61M +$2.61M +18,048 New
SGAM
752
Steinberg Global Asset Management
Florida
$2.61M -$29.4K -203 -1%
FPTW
753
Franklin, Parlapiano, Turner & Welch
Texas
$2.6M +$192K +1,327 +8%
SCI
754
S&CO Inc
Massachusetts
$2.59M -$67K -463 -3%
GCA
755
Guardian Capital Advisors
Ontario, Canada
$2.57M +$116K +853 +5%
M
756
MOTCO
Texas
$2.57M +$117K +810 +5%
WC
757
Whitnell & Co
Illinois
$2.56M -$24.3K -168 -0.9%
ST
758
Spinnaker Trust
Maine
$2.56M -$2.32K -16 -0.1%
BAS
759
Brown Advisory Securities
Maryland
$2.55M +$45K +311 +2%
BCP
760
Blue Chip Partners
Michigan
$2.53M +$323K +2,232 +15%
PCTC
761
Perkins Coie Trust Company
Washington
$2.5M +$839K +5,794 +50%
BA
762
Birinyi Associates
Connecticut
$2.49M +$1.3M +8,996 +110%
IC
763
Inverness Counsel
New York
$2.48M – – –
B
764
BancorpSouth
Mississippi
$2.48M +$195K +1,344 +9%
TSW
765
Thompson Siegel & Walmsley
Virginia
$2.48M -$277K -1,912 -10%
PGA
766
Portland Global Advisors
Maine
$2.47M +$80.3K +555 +3%
SLG
767
Stanley-Laman Group
Pennsylvania
$2.47M -$754K -5,204 -23%
LRPA
768
L. Roy Papp & Associates
Arizona
$2.47M -$51.4K -355 -2%
RCM
769
RNC Capital Management
California
$2.46M +$774K +5,347 +46%
FFWA
770
FRG Family Wealth Advisors
Washington
$2.46M -$119K -836 -5%
ICOA
771
Investment Centers of America
North Dakota
$2.46M +$279K +1,925 +13%
MCMT
772
Moon Capital Management (Tennessee)
Tennessee
$2.46M +$19K +131 +0.8%
QIM
773
Quest Investment Management
Oregon
$2.45M – – –
AWCI
774
Alpine Woods Capital Investors
New York
$2.44M -$469K -3,243 -16%
FWM
775
Frontier Wealth Management
Missouri
$2.44M +$54.4K +376 +2%
29 30
31
32 33