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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 %
HCMT
1026
Highland Capital Management (Tennessee)
Tennessee
$1.24M +$915K +6,027 +286%
WP
1027
WealthPLAN Partners
Nebraska
$1.23M -$1.09M -7,316 -47%
RC
1028
Roundview Capital
New Jersey
$1.23M +$46.8K +308 +4%
SCM
1029
Southport Capital Management
Tennessee
$1.23M -$14.1K -93 -1%
NHC
1030
Nicholas Hoffman & Company
Georgia
$1.21M +$46.9K +309 +4%
BHC
1031
Bowen Hanes & Co
Florida
$1.21M +$214K +1,412 +22%
SNBOSD
1032
Security National Bank of So Dak
Iowa
$1.21M +$88K +579 +8%
SCM
1033
SOL Capital Management
Maryland
$1.19M -$11.1K -73 -0.9%
WPC
1034
White Pine Capital
Minnesota
$1.19M +$127K +837 +12%
MHS
1035
M Holdings Securities
Oregon
$1.18M -$24.5K -161 -2%
LKIM
1036
Lawson Kroeker Investment Management
Nebraska
$1.17M +$9.12K +60 +0.8%
FA
1037
FDx Advisors
Illinois
$1.17M +$164K +1,080 +16%
SACTSONJ
1038
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.16M – – –
FAM
1039
Fenimore Asset Management
New York
$1.16M +$11.7K +77 +1%
BWM
1040
Baystate Wealth Management
Massachusetts
$1.16M -$20K -132 -2%
CCM
1041
Chilton Capital Management
Texas
$1.16M -$149K -983 -11%
GIP
1042
Granite Investment Partners
California
$1.16M – – –
TIA
1043
Trust Investment Advisors
Indiana
$1.16M +$42.2K +278 +4%
OIA
1044
Optimum Investment Advisors
Illinois
$1.15M +$36.5K +240 +3%
NERM
1045
New England Research & Management
Illinois
$1.15M +$270K +1,778 +31%
BCCM
1046
Bridge Creek Capital Management
Massachusetts
$1.15M +$1.15M +7,546 New
DIP
1047
DT Investment Partners
Pennsylvania
$1.14M +$52.5K +346 +5%
BBI
1048
Baxter Bros Inc
Connecticut
$1.13M -$335K -2,208 -23%
MHIC
1049
Marble Harbor Investment Counsel
Massachusetts
$1.13M -$19.1K -126 -2%
P
1050
Pitcairn
Pennsylvania
$1.13M +$4.86K +32 +0.4%
40 41
42
43 44