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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 %
LRPA
801
L. Roy Papp & Associates
Arizona
$2.37M -$58K -382 -2%
PH
802
Pinnacle Holdings
Oklahoma
$2.37M -$28.1K -185 -1%
SCA
803
Stonebridge Capital Advisors
Minnesota
$2.36M +$102K +670 +5%
LS
804
Livforsakringsbolaget Skandia
Sweden
$2.33M -$38M -121,510 -94%
FM
805
Foster & Motley
Ohio
$2.32M +$81.4K +536 +4%
PTC
806
Private Trust Company
Ohio
$2.31M +$43.6K +287 +2%
AB
807
AT Bancorp
Iowa
$2.3M -$44.9K -296 -2%
AP
808
Advisor Partners
California
$2.3M +$76.5K +504 +3%
VNA
809
VNBTrust National Association
Virginia
$2.3M -$15.6K -103 -0.7%
RCG
810
Ruane, Cunniff & Goldfarb
New York
$2.29M -$49.8K -328 -2%
PFS
811
Physicians Financial Services
North Carolina
$2.28M +$210K +1,383 +10%
CT
812
Coastline Trust
Rhode Island
$2.28M +$47.7K +314 +2%
PWM
813
Perigon Wealth Management
California
$2.27M -$14.6K -96 -0.6%
MC
814
Moors & Cabot
Massachusetts
$2.27M +$270K +1,778 +14%
MKC
815
M. Kraus & Co
Vermont
$2.26M -$65.3K -430 -3%
RG
816
Renaissance Group
Kentucky
$2.26M +$216K +1,425 +11%
KM
817
Kalos Management
Georgia
$2.26M +$313K +2,059 +16%
SCA
818
Snowden Capital Advisors
New York
$2.25M +$65K +428 +3%
HCM
819
Howland Capital Management
Massachusetts
$2.24M -$11.1K -73 -0.5%
PFP
820
Pinnacle Financial Partners
Tennessee
$2.23M – – –
RC
821
RBF Capital
California
$2.22M – – –
AIM
822
Acropolis Investment Management
Missouri
$2.21M -$14.3K -94 -0.6%
ZAM
823
Zevin Asset Management
Massachusetts
$2.21M -$640K -4,213 -22%
HT
824
HAP Trading
New York
$2.2M +$2.2M +14,508 New
ECM
825
Everence Capital Management
Indiana
$2.2M – – –
31 32
33
34 35