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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 %
SAMNY
951
Samsung Asset Management (New York)
New York
$1.46M -$139K -963 -9%
CCM
952
Cullen Capital Management
New York
$1.45M – – –
SFWA
953
Summit Financial Wealth Advisors
Louisiana
$1.45M +$17.7K +122 +1%
DT
954
Diversified Trust
Tennessee
$1.44M -$20K -138 -1%
CS
955
Cannell & Spears
New York
$1.44M – – –
WSTAM
956
Wilbanks Smith & Thomas Asset Management
Virginia
$1.44M -$171K -1,183 -11%
MMPW
957
Mitchell McLeod Pugh & Williams
Alabama
$1.44M – – –
KIC
958
Keating Investment Counselors
Florida
$1.44M +$969K +6,695 +208%
BO
959
BRR OpCo
Ohio
$1.43M -$4.34K -30 -0.3%
AIA
960
Affinity Investment Advisors
California
$1.42M +$141K +972 +11%
QSS
961
Quantitative Systematic Strategies
Florida
$1.41M +$980K +6,912 +227%
GIA
962
GHP Investment Advisors
Colorado
$1.41M +$77.5K +535 +6%
PRHC
963
P.R. Herzig & Co
New York
$1.4M +$45.5K +314 +3%
MCM
964
Manchester Capital Management
Vermont
$1.4M -$40.8K -282 -3%
FMWA
965
Forvis Mazars Wealth Advisors
Missouri
$1.39M +$869 +6 +0.1%
CCT
966
Capital City Trust
Florida
$1.39M -$1.99M -13,741 -59%
LIM
967
Leavell Investment Management
Alabama
$1.39M -$126K -869 -8%
JWBC
968
J.W. Burns & Co
New York
$1.39M -$276K -1,909 -17%
SSIA
969
Spero-Smith Investment Advisers
Ohio
$1.38M -$150K -1,037 -10%
LCM
970
Liberty Capital Management
Michigan
$1.38M -$268K -1,849 -16%
LPT
971
Legacy Private Trust
Wisconsin
$1.37M -$121K -837 -8%
DE
972
Day & Ennis
Georgia
$1.37M +$64.3K +444 +5%
First Eagle Investment Management
973
First Eagle Investment Management
New York
$1.37M – – –
DMC
974
Drexel Morgan & Co
Pennsylvania
$1.37M +$13.2K +91 +1%
AF
975
Allworth Financial
California
$1.36M +$94.2K +651 +7%
37 38
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