IBM icon

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 %
SCM
1001
Southport Capital Management
Tennessee
$1.25M -$17.8K -123 -1%
NAMA
1002
Nikko Asset Management Americas
New York
$1.23M -$1.29M -9,100 -51%
BWM
1003
Braver Wealth Management
Massachusetts
$1.23M +$1.23M +8,477 New
WRM
1004
Westport Resources Management
Connecticut
$1.22M -$232K -1,600 -16%
IPC
1005
Independent Portfolio Consultants
Florida
$1.22M +$1.08M +7,479 +813%
CSUI
1006
Cincinnati Specialty Underwriters Insurance
Ohio
$1.21M – – –
AAIM
1007
American Assets Investment Management
California
$1.21M – – –
JCM
1008
Jag Capital Management
Missouri
$1.21M +$19K +131 +2%
PRCM
1009
Pine River Capital Management
Minnesota
$1.21M +$812K +5,603 +203%
FFC
1010
First Financial Corp
Indiana
$1.21M -$31.9K -220 -3%
MVA
1011
Mount Vernon Associates
Maryland
$1.21M +$7.53K +52 +0.6%
IIM
1012
Ipswich Investment Management
Massachusetts
$1.2M -$127K -900 -10%
OC
1013
Oakworth Capital
Alabama
$1.18M +$29.8K +206 +3%
IAS
1014
INR Advisory Services
Pennsylvania
$1.18M – – –
CL
1015
CPWM LLC
Washington
$1.18M -$88.6K -612 -7%
BWM
1016
Baystate Wealth Management
Massachusetts
$1.18M -$21.3K -147 -2%
MIC
1017
Meridian Investment Counsel
California
$1.17M – – –
MWM
1018
Mission Wealth Management
California
$1.17M -$76K -525 -6%
IC
1019
Intersect Capital
California
$1.17M +$383K +2,644 +49%
PSC
1020
Prentiss Smith & Co
Vermont
$1.17M -$23.2K -160 -2%
MHS
1021
M Holdings Securities
Oregon
$1.16M – – –
MWM
1022
Modera Wealth Management
New Jersey
$1.16M +$233K +1,607 +25%
SCM
1023
SOL Capital Management
Maryland
$1.15M +$7.53K +52 +0.7%
ACM
1024
Argentus Capital Management
Texas
$1.15M +$26.9K +186 +2%
SFA
1025
Sequoia Financial Advisors
Ohio
$1.15M +$296K +2,047 +35%
39 40
41
42 43