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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 %
SCM
751
Schnieders Capital Management
California
$2.79M -$132K -868 -5%
PAM
752
Princeton Alpha Management
New Jersey
$2.76M +$2.76M +18,193 New
NSAM
753
North Star Asset Management
Wisconsin
$2.76M -$15.8K -104 -0.6%
HAM
754
Highstreet Asset Management
Ontario, Canada
$2.75M -$93.7K -617 -3%
WIC
755
Wilkins Investment Counsel
Massachusetts
$2.75M – – –
AMIM
756
Aull & Monroe Investment Management
Alabama
$2.74M -$123K -810 -4%
BAS
757
Brown Advisory Securities
Maryland
$2.74M -$15.8K -104 -0.6%
SGAM
758
Steinberg Global Asset Management
Florida
$2.74M +$152 +1 +0%
NEAM
759
New England Asset Management
Connecticut
$2.73M +$2.56M +16,840 +1,463%
CHC
760
City Holding Co
West Virginia
$2.72M -$61.5K -405 -2%
PGIM
761
Pacific Global Investment Management
California
$2.71M +$463K +3,047 +21%
CCM
762
Compton Capital Management
Rhode Island
$2.7M +$1.35M +9,062 +99%
CP
763
Corbenic Partners
Pennsylvania
$2.69M -$336K -2,210 -11%
SCI
764
S&CO Inc
Massachusetts
$2.68M -$34K -224 -1%
WAM
765
Weatherly Asset Management
California
$2.68M +$59.2K +390 +2%
SRC
766
Shufro Rose & Co
New York
$2.66M -$87K -573 -3%
LNWWM
767
Laird Norton Wetherby Wealth Management
California
$2.64M +$232K +1,528 +10%
Jennison Associates
768
Jennison Associates
New York
$2.62M +$2.62M +17,265 New
PGA
769
Portland Global Advisors
Maine
$2.59M +$6.38K +42 +0.2%
IC
770
Inverness Counsel
New York
$2.58M -$105K -691 -4%
SNT
771
Security National Trust
West Virginia
$2.57M +$37.3K +246 +1%
ST
772
Spinnaker Trust
Maine
$2.57M -$45.7K -301 -2%
MYLI
773
Meiji Yasuda Life Insurance
Japan
$2.56M -$38.1K -251 -1%
FFWA
774
FRG Family Wealth Advisors
Washington
$2.54M -$20.5K -135 -0.8%
PCTC
775
Perkins Coie Trust Company
Washington
$2.54M +$7.14K +47 +0.3%
29 30
31
32 33