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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 %
BA
1051
Birinyi Associates
Connecticut
$1.12M -$1.54M -10,160 -58%
FANJ
1052
Financial Architects (New Jersey)
New Jersey
$1.11M -$3.27M -21,529 -75%
SB
1053
Simmons Bank
Arkansas
$1.11M -$47.7K -314 -4%
WA
1054
Wheatland Advisors
Pennsylvania
$1.11M – – –
CM
1055
Cornerstone Management
Georgia
$1.11M – – –
SFWA
1056
Summit Financial Wealth Advisors
Louisiana
$1.1M -$54.7K -360 -5%
OC
1057
Oarsman Capital
Wisconsin
$1.1M +$4.41K +29 +0.4%
OPTFSNA
1058
Old Point Trust & Financial Services N A
Virginia
$1.09M -$47.7K -314 -4%
MCM
1059
Manchester Capital Management
Vermont
$1.09M -$350K -2,302 -24%
EA
1060
Elm Advisors
California
$1.09M -$7.9K -52 -0.7%
BT
1061
Beacon Trust
New Jersey
$1.08M -$556K -3,661 -34%
OC
1062
Oakworth Capital
Alabama
$1.08M -$241K -1,588 -18%
EWM
1063
Evermay Wealth Management
Virginia
$1.08M -$10.5K -69 -1%
SL
1064
Summitry LLC
California
$1.08M +$173K +1,139 +19%
IH
1065
IFC Holdings
Florida
$1.07M +$237K +1,560 +29%
PWMAG
1066
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07M +$11.1K +73 +1%
WA
1067
Wealth Architects
California
$1.06M -$2.28K -15 -0.2%
BVDMP
1068
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.06M – – –
LCM
1069
LVM Capital Management
Michigan
$1.06M +$512K +2,952 +93%
TIA
1070
Tiemann Investment Advisors
California
$1.05M -$53.9K -355 -5%
GCMG
1071
Gyroscope Capital Management Group
Florida
$1.05M +$10.9K +72 +1%
LPT
1072
Legacy Private Trust
Wisconsin
$1.05M -$10.3K -68 -1%
AP
1073
Atwood & Palmer
Missouri
$1.05M – – –
RIM
1074
Reliant Investment Management
Tennessee
$1.05M +$524K +3,529 +100%
CAMG
1075
CWA Asset Management Group
Florida
$1.04M +$112K +735 +12%
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