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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 %
KL
926
KWMG LLC
Kansas
$1.55M +$112K +776 +8%
MCM
927
MAI Capital Management
Ohio
$1.54M +$164K +1,130 +12%
EHWM
928
Eads & Heald Wealth Management
Georgia
$1.53M +$115K +796 +8%
WIS
929
Wright Investors Service
Connecticut
$1.53M +$381K +2,631 +33%
RCAG
930
Rehmann Capital Advisory Group
Michigan
$1.53M +$210K +1,451 +16%
WAM
931
Wealthspire Advisors (Maryland)
Maryland
$1.53M +$35K +242 +2%
BIC
932
Beach Investment Counsel
Pennsylvania
$1.52M -$60.5K -418 -4%
CG
933
Caprock Group
Idaho
$1.52M +$1.52M +10,506 New
AIM
934
Anchor Investment Management
South Carolina
$1.52M +$1.52M +10,472 New
FO
935
FT Options
Illinois
$1.52M -$548K -3,787 -27%
CCA
936
Checchi Capital Advisers
California
$1.51M -$236K -1,630 -14%
GSBTD
937
Glenview State Bank Trust Department
Illinois
$1.5M +$303K +2,092 +25%
DDC
938
DF Dent & Co
Maryland
$1.5M -$37.2K -257 -2%
GW
939
GW & Wade
Massachusetts
$1.5M +$202K +1,393 +16%
LA
940
Lau Associates
Delaware
$1.5M -$24.2K -167 -2%
EWA
941
EP Wealth Advisors
California
$1.5M +$354K +2,448 +31%
RMCM
942
Reynders McVeigh Capital Management
Massachusetts
$1.5M +$376K +2,598 +34%
CWP
943
Capital Wealth Planning
Florida
$1.49M – – –
BG
944
Bollard Group
Massachusetts
$1.49M +$12.2K +84 +0.8%
HCMNY
945
Howard Capital Management (New York)
New York
$1.49M +$40.5K +280 +3%
EIM
946
Emerson Investment Management
Massachusetts
$1.48M -$212K -1,464 -13%
WTB
947
Washington Trust Bank
Washington
$1.48M +$16.6K +115 +1%
SBL
948
Sargent Bickham Lagudis
Colorado
$1.48M +$1.48M +10,213 New
MCM
949
Moore Capital Management
New York
$1.47M +$1.47M +10,146 New
DIS
950
Diversified Investment Strategies
Louisiana
$1.47M -$45.3K -313 -3%
36 37
38
39 40