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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 %
Kovitz Investment Group Partners
876
Kovitz Investment Group Partners
Illinois
$1.74M +$1.74M +11,984 New
SCA
877
Snowden Capital Advisors
New York
$1.73M +$1.73M +11,955 New
Fuller & Thaler Asset Management
878
Fuller & Thaler Asset Management
California
$1.73M -$303K -2,092 -15%
MM
879
Midas Management
New York
$1.73M – – –
CICI
880
Capital Investment Counsel Inc
North Carolina
$1.73M +$63.6K +439 +4%
ED
881
Exane Derivatives
France
$1.72M -$403K -2,783 -19%
AI
882
Analytic Investors
California
$1.72M +$732K +5,056 +74%
CCG
883
Cypress Capital Group
Florida
$1.7M -$125K -865 -7%
BCB
884
Brian C. Broderick
$1.7M -$95K -656 -5%
SAM
885
Sawgrass Asset Management
Florida
$1.69M -$23.2M -160,416 -93%
SCM
886
Sterneck Capital Management
Missouri
$1.69M -$15.9K -110 -0.9%
HRC
887
Hoertkorn Richard Charles
$1.69M -$30.2K -209 -2%
WOC
888
West Oak Capital
California
$1.68M +$93.1K +643 +6%
ITIM
889
Indiana Trust & Investment Management
Indiana
$1.68M -$718K -4,958 -30%
MI
890
Montage Investments
Kansas
$1.68M +$1.68M +11,597 New
SFSG
891
Stearns Financial Services Group
North Carolina
$1.67M -$15.9K -110 -0.9%
GD
892
Grandfield & Dodd
New York
$1.67M -$97K -670 -5%
ANB
893
Amarillo National Bank
Texas
$1.66M -$87.2K -602 -5%
BWP
894
Baldwin Wealth Partners
Massachusetts
$1.65M +$89.5K +618 +6%
PTB
895
Pioneer Trust Bank
Oregon
$1.65M -$355K -2,448 -18%
NPIT
896
National Penn Investors Trust
Pennsylvania
$1.65M -$303K -2,094 -16%
AB
897
Atlas Brown
Kentucky
$1.64M +$79.6K +550 +5%
CIP
898
Convergence Investment Partners
Florida
$1.64M -$8.23M -56,880 -83%
TL
899
Tirschwell & Loewy
New York
$1.64M +$359K +2,480 +28%
EI
900
EDMP Inc
Florida
$1.63M +$1.59K +11 +0.1%
34 35
36
37 38