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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 %
SFS
976
Strategic Financial Services
New York
$1.42M -$31.1K -205 -2%
ANRIA
977
American National Registered Investment Advisor
Texas
$1.41M – – –
HR
978
Howe & Rusling
New York
$1.41M -$209K -1,376 -13%
HB
979
Homrich & Berg
Georgia
$1.41M +$54.4K +358 +4%
CIS
980
Capital International Sarl
California
$1.41M – – –
BO
981
BRR OpCo
Ohio
$1.4M -$12.8K -84 -0.9%
LCM
982
Liberty Capital Management
Michigan
$1.4M +$128K +855 +10%
WSTAM
983
Wilbanks Smith & Thomas Asset Management
Virginia
$1.4M -$135K -890 -9%
MAM
984
Mizuho Asset Management
Japan
$1.4M -$538K -3,543 -28%
MCA
985
Mercer Capital Advisers
New Jersey
$1.39M – – –
AF
986
Allworth Financial
California
$1.39M +$16.9K +111 +1%
BWM
987
Braver Wealth Management
Massachusetts
$1.37M +$490K +3,225 +55%
WP
988
WealthSource Partners
California
$1.37M +$640K +4,215 +87%
LIM
989
Leavell Investment Management
Alabama
$1.37M -$16.6K -109 -1%
RGNCM
990
R.G. Niederhoffer Capital Management
New York
$1.37M +$1.37M +8,996 New
MM
991
Meridian Management
Arkansas
$1.36M +$11.8K +78 +0.9%
RMCM
992
Reynders McVeigh Capital Management
Massachusetts
$1.36M -$214K -1,411 -14%
BCB
993
Brian C. Broderick
$1.35M -$330K -2,176 -20%
BEC
994
Blue Edge Capital
Virginia
$1.35M – – –
JWBC
995
J.W. Burns & Co
New York
$1.35M -$47.7K -314 -3%
AP
996
Appleton Partners
Massachusetts
$1.34M +$706K +4,648 +111%
LMIM
997
Lockheed Martin Investment Management
Maryland
$1.33M +$1.33M +8,786 New
JG
998
Jefferies Group
New York
$1.33M -$2.37M -15,633 -64%
BCM
999
Boyle Capital Management
Iowa
$1.32M -$1.58M -10,396 -54%
Fuller & Thaler Asset Management
1000
Fuller & Thaler Asset Management
California
$1.32M -$492K -3,242 -27%
38 39
40
41 42