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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 %
HVIA
851
Hudson Valley Investment Advisors
New York
$1.86M -$100K -691 -5%
PAM
852
Peninsula Asset Management
Florida
$1.85M -$10.1K -70 -0.5%
EB
853
Eastern Bank
Massachusetts
$1.85M -$99K -684 -5%
FMII
854
Farmers & Merchants Investments Inc
Nebraska
$1.85M -$103K -712 -5%
IWM
855
Integrated Wealth Management
California
$1.85M +$66.2K +457 +4%
NSIM
856
North Star Investment Management
Illinois
$1.84M +$8.4K +58 +0.5%
NPA
857
Nichols & Pratt Advisers
Massachusetts
$1.83M -$69.6K -481 -4%
MC
858
Moors & Cabot
Massachusetts
$1.83M -$220K -1,521 -11%
FFBTD
859
First Financial Bank - Trust Division
Ohio
$1.82M -$85.6K -591 -4%
APTFM
860
AGUR Provident & Training Funds Management
Israel
$1.82M +$1.82M +12,571 New
BOTW
861
Bank of the West
California
$1.82M +$628K +4,341 +53%
HBT
862
Hills Bank & Trust
Iowa
$1.82M -$217K -1,501 -11%
HWP
863
Hefty Wealth Partners
Indiana
$1.81M +$537K +3,707 +42%
DPIM
864
Duff & Phelps Investment Management
Illinois
$1.81M -$454K -3,138 -20%
PI
865
Pettee Investors
Connecticut
$1.81M -$145K -1,004 -7%
ICAS
866
Investors Capital Advisory Services
Massachusetts
$1.79M +$447K +3,087 +33%
RHBC
867
R.H. Bluestein & Co
Michigan
$1.77M -$8.8M -60,782 -83%
FC
868
Forte Capital
New York
$1.77M -$183K -1,261 -9%
BJL
869
Brighton Jones LLC
Washington
$1.75M -$119K -822 -6%
HPBT
870
High Point Bank & Trust
North Carolina
$1.75M -$40.8K -282 -2%
HFBOT
871
Home Federal Bank of Tennessee
Tennessee
$1.75M +$22.7K +157 +1%
MPAM
872
Murphy Pohlad Asset Management
Minnesota
$1.75M -$152K -1,051 -8%
BHBT
873
Burke & Herbert Bank & Trust
Virginia
$1.75M -$15.3K -106 -0.9%
MCM
874
Mork Capital Management
California
$1.74M – – –
FDCC
875
Foster Dykema Cabot & Co
Massachusetts
$1.74M -$74K -511 -4%
33 34
35
36 37