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IBM
IBM

1,816 hedge funds and large institutions have $93.8B invested in IBM in 2016 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 673 increasing their positions, 724 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 74

29% more funds holding in top 10

Funds holding in top 10: 91 → 117 (+26)

5% more capital invested

Capital invested by funds: $89.2B → $93.8B (+$4.56B)

4% more funds holding

Funds holding: 1,753 → 1,816 (+63)

0.18% more ownership

Funds ownership: 61.97% → 62.15% (+0.18%)

7% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 724

17% less call options, than puts

Call options by funds: $2.07B | Put options by funds: $2.48B

Holders
1,816
Holders Change
+63
Holders Change %
+3.59%
% of All Funds
45.4%
Holding in Top 10
117
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+28.57%
% of All Funds
2.92%
New
171
Increased
673
Reduced
724
Closed
74
Calls
$2.07B
Puts
$2.48B
Net Calls
-$413M
Net Calls Change
-$439M

Top Buyers

Rank Fund Capital Flow
1
Asset Management One
Asset Management One
Japan
+$233M
2
Bank of America
Bank of America
North Carolina
+$207M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$206M
4
State Street
State Street
Massachusetts
+$195M
5
Wells Fargo
Wells Fargo
California
+$189M

Top Sellers

Rank Fund Capital Flow
1
MAM
Magellan Asset Management
Australia
-$554M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$395M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$358M
4
MTB
Mizuho Trust & Banking
Japan
-$235M
5
Barclays
Barclays
United Kingdom
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
801
Spinnaker Trust
Maine
$2.7M +$20.4K +134 +0.8%
AI
802
Atria Investments
North Carolina
$2.66M +$759K +4,984 +42%
SNT
803
Security National Trust
West Virginia
$2.63M -$59.4K -390 -2%
PC
804
Palo Capital
California
$2.62M +$339K +2,226 +16%
QOP
805
Quinn Opportunity Partners
Virginia
$2.61M – – –
KFA
806
Kays Financial Advisory
Georgia
$2.58M +$347K +2,278 +16%
CCM
807
Covington Capital Management
California
$2.58M -$11.7K -77 -0.5%
ZAM
808
Zevin Asset Management
Massachusetts
$2.58M +$260K +1,710 +12%
CL
809
Choreo LLC
Illinois
$2.58M +$544K +3,572 +28%
FM
810
Foster & Motley
Ohio
$2.57M +$144K +945 +6%
TSW
811
Thompson Siegel & Walmsley
Virginia
$2.57M -$75.6K -496 -3%
SCA
812
Stonebridge Capital Advisors
Minnesota
$2.57M +$101K +665 +4%
PCTC
813
Perkins Coie Trust Company
Washington
$2.56M -$84.7K -556 -3%
BP
814
BBR Partners
New York
$2.56M +$30.2K +198 +1%
LFAS
815
Level Four Advisory Services
Texas
$2.55M +$2.45M +16,077 New
IP
816
Intellectus Partners
California
$2.54M +$2.44M +16,026 New
WFMPM
817
Woodley Farra Manion Portfolio Management
Indiana
$2.54M +$2.44M +16,014 New
HCM
818
Howland Capital Management
Massachusetts
$2.54M +$190K +1,248 +8%
MIM
819
Marco Investment Management
Georgia
$2.52M – – –
LIM
820
Loudon Investment Management
New Hampshire
$2.52M +$914 +6 +0%
WC
821
Whitnell & Co
Illinois
$2.52M -$129K -844 -5%
FFWA
822
FRG Family Wealth Advisors
Washington
$2.5M -$147K -967 -6%
LCOV
823
London Company of Virginia
Virginia
$2.49M -$21K -138 -0.9%
NEI
824
Northwest & Ethical Investments
Ontario, Canada
$2.49M +$1.54M +10,096 +180%
CCM
825
Coldstream Capital Management
Washington
$2.49M +$1.51M +9,918 +172%
31 32
33
34 35

IBM Hedge Fund Activity: Q4 2016 in Review

1,816 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2016, worth a combined $93.8B — up 5.1% from $89.2B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new IBM positions and 74 closed out — a net gain of 97 holders — while 673 added to existing stakes and 724 trimmed.

The largest buyer was Asset Management One, adding an estimated $233M. The largest seller was Magellan Asset Management, exiting entirely with an estimated $554M sold.

  • 1,816 institutional investors held IBM (IBM) as of Q4 2016, up from 1,753 in Q3 2016.
  • Funds reported $93.8B of IBM stock for Q4 2016, up 5.1% quarter-over-quarter.
  • 171 funds opened new IBM positions in Q4 2016 and 74 closed out, a net change of +97 holders.
  • The largest IBM buyer in Q4 2016 was Asset Management One, an estimated $233M added.
  • The largest IBM seller in Q4 2016 was Magellan Asset Management, an estimated $554M sold.

Based on aggregated 13F filings for Q4 2016.