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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 %
SFFS
901
Stonehage Fleming Financial Services
Jersey
$1.63M +$218K +1,506 +15%
AC
902
Alexandria Capital
Virginia
$1.63M +$398K +2,751 +32%
1832 Asset Management
903
1832 Asset Management
Ontario, Canada
$1.63M -$230K -1,593 -12%
MC
904
Middleton & Co
Massachusetts
$1.63M -$36.3K -251 -2%
CI
905
CAZ Investments
Texas
$1.62M +$359K +2,479 +28%
AWA
906
Arete Wealth Advisors
Illinois
$1.62M +$1.45K +10 +0.1%
IP
907
Investment Partners
Ohio
$1.61M +$982K +7,464 +156%
BOH
908
Bank of Hawaii
Hawaii
$1.61M -$888K -6,137 -36%
JA
909
JLB & Associates
Michigan
$1.61M -$476K -2,890 -23%
ATC
910
Adirondack Trust Company
New York
$1.6M -$4.49K -31 -0.3%
PVWM
911
Point View Wealth Management
New Jersey
$1.6M +$377K +2,606 +31%
CIM
912
Cetera Investment Management
California
$1.59M -$25.9K -179 -2%
KFA
913
Kays Financial Advisory
Georgia
$1.59M +$73.1K +505 +5%
HSA
914
HBK Sorce Advisory
Pennsylvania
$1.59M +$262K +1,809 +20%
HR
915
Howe & Rusling
New York
$1.59M -$42.8K -296 -3%
CYG
916
Clean Yield Group
Vermont
$1.58M +$90.9K +629 +6%
CT
917
Chicago Trust
Illinois
$1.58M -$600K -4,142 -28%
ICOM
918
Investment Counselors of Maryland
Maryland
$1.58M -$224K -1,548 -12%
HB
919
Homrich & Berg
Georgia
$1.57M +$25K +173 +2%
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$1.57M -$2.24M -15,489 -59%
ST
921
Sentinel Trust
Texas
$1.57M +$174K +1,203 +13%
ZB
922
Zions Bancorporation
Utah
$1.56M -$92.1K -638 -6%
BT
923
Beacon Trust
New Jersey
$1.56M -$35.2K -243 -2%
CTA
924
Colonial Trust Advisors
South Carolina
$1.56M +$724 +5 +0%
GGHC
925
Gilder Gagnon Howe & Co
New York
$1.56M +$1.56M +10,738 New
35 36
37
38 39