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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 %
AWM
951
Avior Wealth Management
Nebraska
$1.49M +$124K +818 +9%
DDC
952
DF Dent & Co
Maryland
$1.49M – – –
CT
953
Chicago Trust
Illinois
$1.49M -$167K -1,101 -10%
FMWA
954
Forvis Mazars Wealth Advisors
Missouri
$1.49M -$115K -754 -7%
FDCC
955
Foster Dykema Cabot & Co
Massachusetts
$1.48M – – –
AIM
956
Anchor Investment Management
South Carolina
$1.48M -$47.7K -314 -3%
SC
957
Savant Capital
Illinois
$1.47M -$1.67K -11 -0.1%
DE
958
Day & Ennis
Georgia
$1.47M +$30.4K +200 +2%
MC
959
Middleton & Co
Massachusetts
$1.47M -$171K -1,125 -10%
IIM
960
Ironwood Investment Management
Massachusetts
$1.47M +$119K +786 +9%
RCAG
961
Rehmann Capital Advisory Group
Michigan
$1.46M -$84.8K -558 -5%
SPC
962
Sigma Planning Corp
Michigan
$1.46M +$111K +728 +8%
CAM
963
Concorde Asset Management
Michigan
$1.45M +$1.45M +9,886 New
CWM
964
Connecticut Wealth Management
Connecticut
$1.45M +$1.45M +9,702 New
BOH
965
Bank of Hawaii
Hawaii
$1.45M -$39.3K -259 -3%
TSS
966
Two Sigma Securities
New York
$1.45M +$1.45M +9,523 New
RCM
967
Riverhead Capital Management
Delaware
$1.44M +$1.35M +8,922 +1,552%
BIC
968
Beach Investment Counsel
Pennsylvania
$1.44M -$95.4K -628 -6%
HHAA
969
Henry H. Armstrong Associates
Pennsylvania
$1.44M – – –
MWM
970
Modera Wealth Management
New Jersey
$1.44M +$115K +758 +9%
DMC
971
Drexel Morgan & Co
Pennsylvania
$1.44M – – –
LCM
972
Lucas Capital Management
New Jersey
$1.43M -$596K -3,924 -29%
MCM
973
Mork Capital Management
California
$1.43M – – –
AL
974
Aspiriant LLC
California
$1.43M +$37.8K +249 +3%
PMFA
975
Plante Moran Financial Advisors
Michigan
$1.43M +$121K +795 +9%
37 38
39
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