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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 %
FANJ
1101
Financial Architects (New Jersey)
New Jersey
$933K -$75.6K -522 -7%
ASN
1102
Advisory Services Network
Georgia
$931K +$369K +2,549 +66%
TYCC
1103
Texas Yale Capital Corp
Florida
$927K +$379K +2,619 +69%
CSS
1104
Cubist Systematic Strategies
Connecticut
$925K +$925K +6,390 New
GIA
1105
Granite Investment Advisors
New Hampshire
$924K -$98.5K -680 -10%
PV
1106
Private Vista
Illinois
$919K -$14.1K -102 -2%
PAS
1107
Professional Advisory Services
Florida
$917K – – –
TBA
1108
Train Babcock Advisors
New York
$916K -$497K -3,431 -35%
TPWA
1109
TRUE Private Wealth Advisors
Oregon
$914K +$187K +1,290 +26%
BTNA
1110
Bremer Trust National Association
Minnesota
$914K +$232K +1,604 +34%
TCOT
1111
Trust Company of Toledo
Ohio
$912K -$27.1K -187 -3%
LWM
1112
Lyons Wealth Management
Florida
$910K -$35.4K -244 -4%
GCMG
1113
Gyroscope Capital Management Group
Florida
$909K -$54K -373 -6%
CPR
1114
CSU Producer Resources
Ohio
$909K – – –
BWA
1115
Burt Wealth Advisors
Maryland
$909K +$7.68K +53 +0.9%
AssetMark Inc
1116
AssetMark Inc
California
$902K +$91.6K +633 +11%
NBC
1117
Neuberger Berman Canada
Ontario, Canada
$901K -$165K -1,141 -15%
PAM
1118
PartnerRe Asset Management
Connecticut
$899K -$15.2K -105 -2%
RCWMU
1119
Rothschild & Co Wealth Management (UK)
United Kingdom
$895K – – –
HIC
1120
Harvey Investment Company
Kentucky
$889K -$11.4K -79 -1%
DCM
1121
Donaldson Capital Management
Indiana
$887K +$102K +703 +13%
CCM
1122
Coldstream Capital Management
Washington
$885K +$62K +428 +8%
RHDIC
1123
R.H. Dinel Investment Counsel
California
$884K – – –
TIA
1124
Trust Investment Advisors
Indiana
$884K +$17.8K +123 +2%
CFA
1125
Capstone Financial Advisors
Illinois
$882K – – –
43 44
45
46 47