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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 %
CCM
976
Compton Capital Management
Rhode Island
$1.35M -$43K -297 -3%
NFGCM
977
Norman Fields Gottscho Capital Management
New York
$1.35M – – –
ANRIA
978
American National Registered Investment Advisor
Texas
$1.35M – – –
LAM
979
Lingohr Asset Management
Germany
$1.34M -$5.8M -39,958 -81%
MCA
980
Mercer Capital Advisers
New Jersey
$1.34M – – –
PMFA
981
Plante Moran Financial Advisors
Michigan
$1.32M -$26.4K -182 -2%
HHAA
982
Henry H. Armstrong Associates
Pennsylvania
$1.32M – – –
GRQ
983
Gardner Russo & Quinn
Pennsylvania
$1.31M -$69.7K -481 -5%
CL
984
Choreo LLC
Illinois
$1.31M +$247K +1,708 +23%
SC
985
Savant Capital
Illinois
$1.3M -$33.2K -229 -2%
CAG
986
Crestwood Advisors Group
Massachusetts
$1.29M -$176K -1,218 -12%
VC
987
Vicus Capital
Pennsylvania
$1.29M +$12.2K +84 +1%
AL
988
Aspiriant LLC
California
$1.29M +$1.29M +8,896 New
BEC
989
Blue Edge Capital
Virginia
$1.29M +$606K +4,184 +89%
CD
990
Carl Domino
Florida
$1.29M -$230K -1,585 -15%
MM
991
Meridian Management
Arkansas
$1.28M – – –
IIM
992
Ironwood Investment Management
Massachusetts
$1.28M +$16.4K +113 +1%
SFS
993
Strategic Financial Services
New York
$1.28M +$197K +1,362 +18%
FMT
994
First Mercantile Trust
Tennessee
$1.28M – – –
MHIC
995
Marble Harbor Investment Counsel
Massachusetts
$1.27M +$38.7K +267 +3%
CHAM
996
Clear Harbor Asset Management
Connecticut
$1.27M -$71.2K -492 -5%
AWM
997
Avior Wealth Management
Nebraska
$1.27M +$41.7K +288 +3%
YIA
998
YHB Investment Advisors
Connecticut
$1.26M -$261K -1,801 -17%
TRCT
999
Tower Research Capital (TRC)
New York
$1.26M +$1.26M +8,692 New
SAM
1000
Summit Asset Management
Tennessee
$1.25M +$869 +6 +0.1%
38 39
40
41 42