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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 %
WC
776
Whitnell & Co
Illinois
$2.54M -$38.9K -256 -2%
TSW
777
Thompson Siegel & Walmsley
Virginia
$2.54M -$34.2K -225 -1%
BRWA
778
B. Riley Wealth Advisors
Florida
$2.53M -$760K -4,996 -23%
CWM
779
Concert Wealth Management
California
$2.53M +$77.9K +511 +3%
QOP
780
Quinn Opportunity Partners
Virginia
$2.49M – – –
CG
781
Caprock Group
Idaho
$2.49M +$940K +6,188 +61%
CCM
782
Covington Capital Management
California
$2.48M -$988K -6,506 -28%
MCMT
783
Moon Capital Management (Tennessee)
Tennessee
$2.47M -$93.7K -617 -4%
LGC
784
Laurel Grove Capital
California
$2.45M -$23.8K -157 -1%
MAA
785
Mraz Amerine & Associates
California
$2.44M -$13.4K -88 -0.5%
FWM
786
Frontier Wealth Management
Missouri
$2.44M -$98.4K -648 -4%
WKWM
787
Walter & Keenan Wealth Management
Indiana
$2.44M -$31.7K -209 -1%
ICOA
788
Investment Centers of America
North Dakota
$2.44M -$10.5K -69 -0.4%
BP
789
BBR Partners
New York
$2.42M +$2.18M +14,365 +905%
RCM
790
RNC Capital Management
California
$2.42M -$225K -1,480 -8%
MIM
791
Marco Investment Management
Georgia
$2.42M -$2.11M -13,911 -47%
SBSB
792
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.42M +$113K +744 +5%
PAM
793
Paradigm Asset Management
New York
$2.41M +$1.86M +12,238 +334%
GIA
794
Gargoyle Investment Advisor
New Jersey
$2.41M – – –
LIM
795
Loudon Investment Management
New Hampshire
$2.41M -$26.6K -175 -1%
ST
796
Smithfield Trust
Pennsylvania
$2.41M -$37.5K -247 -2%
LCOV
797
London Company of Virginia
Virginia
$2.41M +$21K +138 +0.9%
TFA
798
Toth Financial Advisory
Virginia
$2.39M +$15K +99 +0.6%
OI
799
Oakbrook Investments
Illinois
$2.38M -$429K -2,824 -15%
BB
800
Busey Bank
Illinois
$2.38M -$23.4K -154 -1%
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