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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 %
HWP
826
Hefty Wealth Partners
Indiana
$2.2M +$206K +1,359 +10%
ED
827
Exane Derivatives
France
$2.19M +$516K +3,398 +31%
HFA
828
High Falls Advisors
New York
$2.19M +$5.47K +36 +0.3%
HCM
829
Hengehold Capital Management
Ohio
$2.18M +$1.93M +12,689 +753%
PC
830
Palo Capital
California
$2.17M -$1.65M -10,891 -43%
PAM
831
Peninsula Asset Management
Florida
$2.17M +$110K +725 +5%
HT
832
HighTower Trust
Texas
$2.16M +$84.3K +555 +4%
SIMM
833
Stillwater Investment Management (Minnesota)
Minnesota
$2.15M +$44.2K +291 +2%
CAM
834
Chesapeake Asset Management
New York
$2.14M – – –
IC
835
Investment Counsel
Michigan
$2.13M -$143K -940 -6%
FNBTCON
836
First National Bank & Trust Co of Newtown
Pennsylvania
$2.13M +$7.14K +47 +0.3%
KFA
837
Kays Financial Advisory
Georgia
$2.13M +$220K +1,446 +12%
NAM
838
NTV Asset Management
West Virginia
$2.13M -$15.9K -105 -0.7%
GI
839
GAMCO Investors
Connecticut
$2.12M -$24.1K -159 -1%
BCM
840
Bluefin Capital Management
New York
$2.11M -$126K -828 -6%
BHIA
841
Birch Hill Investment Advisors
Massachusetts
$2.1M -$228K -1,498 -10%
SC
842
Schulhoff & Co
Ohio
$2.09M -$26.1K -172 -1%
AC
843
Alexandria Capital
Virginia
$2.08M +$152 +1 +0%
CFA
844
Carroll Financial Associates
North Carolina
$2.07M +$70.1K +462 +4%
IAA
845
Ironsides Asset Advisors
North Carolina
$2.06M -$678K -4,463 -25%
RB
846
Rodgers Brothers
Pennsylvania
$2.05M -$745K -4,906 -27%
DBT
847
Dubuque Bank & Trust
Iowa
$2.05M +$258K +1,696 +14%
Acadian Asset Management
848
Acadian Asset Management
Massachusetts
$2.04M +$272K +1,793 +15%
RBC
849
Ronald Blue & Co
Georgia
$2.03M +$76.1K +501 +4%
MC
850
Martin & Co
Tennessee
$2.03M -$5.62K -37 -0.3%
32 33
34
35 36