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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 %
VanEck Associates
901
VanEck Associates
New York
$1.75M +$470K +3,098 +37%
CCG
902
Cypress Capital Group
Florida
$1.75M +$51.6K +340 +3%
KL
903
KWMG LLC
Kansas
$1.75M +$76.5K +504 +5%
ANB
904
Amarillo National Bank
Texas
$1.74M – – –
MCM
905
MAI Capital Management
Ohio
$1.74M +$145K +952 +9%
BWP
906
Baldwin Wealth Partners
Massachusetts
$1.73M -$98K -645 -5%
PVWM
907
Point View Wealth Management
New Jersey
$1.72M +$11.2K +74 +0.7%
EHWM
908
Eads & Heald Wealth Management
Georgia
$1.72M -$30.1K -198 -2%
SFFS
909
Stonehage Fleming Financial Services
Jersey
$1.71M -$4.72M -31,066 -73%
GRQ
910
Gardner Russo & Quinn
Pennsylvania
$1.71M -$83.5K -550 -5%
SS
911
Simplicity Solutions
Minnesota
$1.7M +$787K +5,182 +86%
DHFB
912
Dixon Hubard Feinour & Brown
Virginia
$1.7M +$19.9K +131 +1%
EI
913
EDMP Inc
Florida
$1.69M -$35.8K -236 -2%
ICOM
914
Investment Counselors of Maryland
Maryland
$1.69M – – –
FC
915
Forte Capital
New York
$1.68M -$176K -1,159 -9%
GD
916
Grandfield & Dodd
New York
$1.68M -$55.6K -366 -3%
MPAM
917
Murphy Pohlad Asset Management
Minnesota
$1.67M -$149K -980 -8%
HSA
918
HBK Sorce Advisory
Pennsylvania
$1.67M +$29.2K +192 +2%
CYG
919
Clean Yield Group
Vermont
$1.66M – – –
GIA
920
GHP Investment Advisors
Colorado
$1.66M +$111K +733 +7%
ITIM
921
Indiana Trust & Investment Management
Indiana
$1.64M -$39.6K -261 -2%
ZB
922
Zions Bancorporation
Utah
$1.62M -$58.7K -388 -3%
CI
923
Capital International
California
$1.62M – – –
ATC
924
Adirondack Trust Company
New York
$1.62M -$759 -5 -0%
PHS
925
Pekin Hardy Strauss
Illinois
$1.61M -$103K -680 -6%
35 36
37
38 39