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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 %
CCT
1001
Capital City Trust
Florida
$1.31M -$14K -92 -1%
CIM
1002
Cetera Investment Management
California
$1.31M -$213K -1,400 -14%
AIA
1003
AGF Investments America
Ontario, Canada
$1.31M +$4.71K +31 +0.4%
CD
1004
Carl Domino
Florida
$1.31M -$31.7K -210 -2%
FIM
1005
Freedom Investment Management
Connecticut
$1.31M +$154K +1,013 +13%
CI
1006
CAZ Investments
Texas
$1.3M -$240K -1,579 -16%
IPC
1007
Independent Portfolio Consultants
Florida
$1.3M +$47.5K +313 +4%
SAM
1008
Summit Asset Management
Tennessee
$1.3M +$759 +5 +0.1%
W
1009
Wealthfront
California
$1.29M +$271K +1,786 +27%
MVA
1010
Mount Vernon Associates
Maryland
$1.28M – – –
NIM
1011
Northeast Investment Management
Massachusetts
$1.28M +$24.6K +162 +2%
HI
1012
Hudock Inc
Pennsylvania
$1.28M -$20.8K -137 -2%
YIA
1013
YHB Investment Advisors
Connecticut
$1.28M +$235K +1,547 +23%
CCA
1014
Cobblestone Capital Advisors
New York
$1.27M +$116K +761 +10%
AAIM
1015
American Assets Investment Management
California
$1.27M – – –
CSUI
1016
Cincinnati Specialty Underwriters Insurance
Ohio
$1.27M – – –
IIM
1017
Ipswich Investment Management
Massachusetts
$1.27M – – –
NFGCM
1018
Norman Fields Gottscho Capital Management
New York
$1.27M -$134K -879 -10%
GSBTD
1019
Glenview State Bank Trust Department
Illinois
$1.26M -$318K -2,092 -20%
JCM
1020
Jag Capital Management
Missouri
$1.26M -$17.5K -115 -1%
MWM
1021
Mission Wealth Management
California
$1.26M +$32.2K +212 +3%
CAG
1022
Crestwood Advisors Group
Massachusetts
$1.25M -$84.5K -556 -6%
CIM
1023
CIM Investment Management
Pennsylvania
$1.25M +$1.25M +8,231 New
IAS
1024
INR Advisory Services
Pennsylvania
$1.24M – – –
MIC
1025
Meridian Investment Counsel
California
$1.24M +$8.2K +54 +0.7%
39 40
41
42 43