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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 %
LNWWM
826
Laird Norton Wetherby Wealth Management
California
$1.98M -$147K -1,017 -7%
VF
827
Virtu Financial
New York
$1.98M +$1.29M +8,944 +188%
EA
828
Euclid Advisors
Connecticut
$1.98M -$1.01M -6,977 -34%
RG
829
Renaissance Group
Kentucky
$1.97M -$22.3K -154 -1%
MYAM
830
Meiji Yasuda Asset Management
Japan
$1.96M -$155K -1,073 -7%
TBNY
831
Trustco Bank (New York)
New York
$1.96M -$30.3K -209 -2%
BFM
832
Boston Financial Management
Massachusetts
$1.96M -$195K -1,348 -9%
FWM
833
Focused Wealth Management
New York
$1.96M +$369K +2,550 +23%
CFA
834
Carroll Financial Associates
North Carolina
$1.94M +$54.4K +376 +3%
HCM
835
Highbridge Capital Management
New York
$1.94M +$1.94M +13,409 New
VFA
836
Voya Financial Advisors
Connecticut
$1.94M +$196K +1,379 +11%
WDA
837
Wendell David Associates
New Hampshire
$1.94M -$156K -1,083 -7%
AP
838
Advisor Partners
California
$1.93M -$76K -525 -4%
HIC
839
Holderness Investments Company
North Carolina
$1.92M -$34.2K -236 -2%
LCP
840
Legacy Capital Partners
Wisconsin
$1.92M -$114K -785 -6%
MHIM
841
MacNealy Hoover Investment Management
Ohio
$1.9M +$53K +366 +3%
RBC
842
Ronald Blue & Co
Georgia
$1.9M +$30.4K +210 +2%
PC
843
Palo Capital
California
$1.9M +$874K +6,038 +85%
SPC
844
Sigma Planning Corp
Michigan
$1.9M +$463K +3,199 +32%
OL
845
Orbitronix LP
California
$1.89M -$3.1M -21,443 -62%
CIC
846
Chilton Investment Company
Connecticut
$1.89M – – –
HT
847
HighTower Trust
Texas
$1.89M -$1.49M -10,268 -44%
NCM
848
Neumann Capital Management
California
$1.86M -$22.7K -157 -1%
EM
849
Excalibur Management
Massachusetts
$1.86M +$21.3K +147 +1%
JIC
850
Joel Isaacson & Co
New York
$1.86M +$62.3K +430 +3%
32 33
34
35 36