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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 %
FA
801
FDx Advisors
Illinois
$2.19M -$280K -1,934 -11%
ECM
802
Everence Capital Management
Indiana
$2.18M – – –
FNBTCON
803
First National Bank & Trust Co of Newtown
Pennsylvania
$2.17M +$3.77K +26 +0.2%
LCM
804
Lucas Capital Management
New Jersey
$2.16M -$62.7K -433 -3%
Jennison Associates
805
Jennison Associates
New York
$2.15M -$1.7M -11,756 -44%
CHC
806
City Holding Co
West Virginia
$2.13M -$164K -1,134 -7%
CT
807
Coastline Trust
Rhode Island
$2.12M +$109K +753 +5%
SCA
808
Stonebridge Capital Advisors
Minnesota
$2.09M +$260K +1,795 +14%
ST
809
Smithfield Trust
Pennsylvania
$2.09M – – –
HFA
810
High Falls Advisors
New York
$2.07M -$8.11K -56 -0.4%
HCM
811
Howland Capital Management
Massachusetts
$2.07M -$213K -1,469 -9%
NAM
812
NTV Asset Management
West Virginia
$2.07M -$26.5K -183 -1%
PHS
813
Pekin Hardy Strauss
Illinois
$2.07M -$4.34K -30 -0.2%
AIM
814
Acropolis Investment Management
Missouri
$2.06M +$245K +1,690 +13%
RB
815
Rodgers Brothers
Pennsylvania
$2.06M +$73.4K +507 +4%
CAM
816
Chesapeake Asset Management
New York
$2.04M -$724 -5 -0%
I2I
817
Insight 2811 Inc
Illinois
$2.04M +$75.7K +523 +4%
PGIM
818
Pacific Global Investment Management
California
$2.03M +$104K +721 +5%
MC
819
Martin & Co
Tennessee
$2.03M +$23.6K +163 +1%
WS
820
Wedbush Securities
California
$2.02M +$51.8K +358 +3%
PFS
821
Physicians Financial Services
North Carolina
$2.01M -$52.7K -364 -3%
PFP
822
Pinnacle Financial Partners
Tennessee
$2.01M -$208K -1,436 -9%
SC
823
Schulhoff & Co
Ohio
$2.01M +$22.7K +157 +1%
CWM
824
Concert Wealth Management
California
$2M +$81.6K +564 +4%
SIMM
825
Stillwater Investment Management (Minnesota)
Minnesota
$2M +$145K +1,003 +8%
31 32
33
34 35