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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 %
SNT
776
Security National Trust
West Virginia
$2.43M -$218K -1,508 -8%
QOP
777
Quinn Opportunity Partners
Virginia
$2.38M – – –
MAA
778
Matrix Asset Advisors
New York
$2.37M +$50K +345 +2%
MAA
779
Mraz Amerine & Associates
California
$2.36M -$20.9K -144 -0.9%
WKWM
780
Walter & Keenan Wealth Management
Indiana
$2.36M +$250K +1,726 +12%
GHA
781
GW Henssler & Associates
Georgia
$2.33M -$2.9M -20,065 -56%
BHIA
782
Birch Hill Investment Advisors
Massachusetts
$2.32M -$205K -1,417 -8%
FM
783
Foster & Motley
Ohio
$2.32M -$300K -2,074 -11%
IC
784
Investment Counsel
Michigan
$2.31M +$216K +1,491 +10%
WAM
785
Weatherly Asset Management
California
$2.31M +$272K +1,876 +13%
PH
786
Pinnacle Holdings
Oklahoma
$2.3M -$15.1K -104 -0.6%
BAM
787
Berkshire Asset Management
Pennsylvania
$2.28M -$219K -1,514 -9%
TFA
788
Toth Financial Advisory
Virginia
$2.27M +$121K +838 +6%
MSU
789
Mizuho Securities USA
New York
$2.27M -$4.54M -31,380 -67%
TL
790
TowerView LLC
New York
$2.27M – – –
PCI
791
Pacifica Capital Investments
Texas
$2.27M +$217K +1,501 +11%
LJAC
792
L.J. Altfest & Co
New York
$2.26M -$32.4K -224 -1%
MKC
793
M. Kraus & Co
Vermont
$2.25M -$84.9K -586 -4%
GI
794
GAMCO Investors
Connecticut
$2.24M +$60.5K +418 +3%
AB
795
AT Bancorp
Iowa
$2.24M -$3.76K -26 -0.2%
PWM
796
Perigon Wealth Management
California
$2.23M – – –
GE
797
General Electric
Ohio
$2.22M -$1.15M -7,947 -34%
BB
798
Busey Bank
Illinois
$2.21M -$104K -719 -4%
VNA
799
VNBTrust National Association
Virginia
$2.21M – – –
PTC
800
Private Trust Company
Ohio
$2.2M -$384K -2,653 -15%
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