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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 %
RDM
1076
Retirement Design & Management
Connecticut
$1.01M -$19K -131 -2%
WPC
1077
White Pine Capital
Minnesota
$1.01M +$11.3K +78 +1%
OC
1078
Oarsman Capital
Wisconsin
$1M +$44.9K +310 +5%
OA
1079
Outfitter Advisors
Virginia
$1M -$7.67K -53 -0.8%
UBWV
1080
United Bank (West Virginia)
West Virginia
$994K -$90.9K -628 -8%
AMG
1081
Asset Management Group
Connecticut
$994K +$8.69K +60 +0.9%
PWMAG
1082
Pinnacle Wealth Management Advisory Group
New Jersey
$991K +$58.2K +402 +6%
CNFG
1083
Creegan & Nassoura Financial Group
New Hampshire
$989K -$83.4K -576 -8%
Mackenzie Financial
1084
Mackenzie Financial
Ontario, Canada
$984K -$674K -4,658 -41%
FAM
1085
Formidable Asset Management
Ohio
$984K -$8.25K -58 -0.8%
SB
1086
Simmons Bank
Arkansas
$984K +$984K +6,794 New
OA
1087
Oxbow Advisors
Texas
$982K +$135K +931 +16%
DAM
1088
Doheny Asset Management
California
$976K -$117K -811 -11%
CA
1089
Cambridge Advisors
Nebraska
$970K – – –
CG
1090
Clinton Group
New York
$969K -$2.74M -18,940 -74%
BP
1091
Ballentine Partners
Massachusetts
$966K +$173K +1,197 +22%
HIC
1092
Hartline Investment Corp
Illinois
$965K – – –
GA
1093
GFS Advisors
Texas
$962K -$1.75M -12,081 -65%
CC
1094
Cadinha & Co
Hawaii
$960K -$197K -1,359 -17%
DAC
1095
Dividend Assets Capital
South Carolina
$959K -$681K -4,705 -42%
SBWM
1096
Sunflower Bank Wealth Management
Arizona
$954K -$30.3K -209 -3%
AI
1097
Accredited Investors
Minnesota
$953K -$22.6K -156 -2%
CIS
1098
Capital International Sarl
California
$950K +$409K +2,824 +76%
DAM
1099
Delta Asset Management
Tennessee
$941K -$43.1K -298 -4%
GHA
1100
Garcia Hamilton & Associates
Texas
$937K -$1.59K -11 -0.2%
42 43
44
45 46