IBM icon

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 %
TAM
1101
Trillium Asset Management
Massachusetts
$960K -$44.7K -294 -4%
TBA
1102
Train Babcock Advisors
New York
$960K – – –
WRM
1103
Westport Resources Management
Connecticut
$959K -$295K -1,945 -24%
CWA
1104
Cypress Wealth Advisors
California
$958K +$20.9K +138 +2%
MBT
1105
Montecito Bank & Trust
California
$955K +$31.9K +210 +3%
TNB
1106
Thomasville National Bank
Georgia
$955K +$448K +2,948 +88%
WC
1107
Whitney & Co
New York
$953K -$63.5K -418 -6%
CPR
1108
CSU Producer Resources
Ohio
$953K – – –
Hudson Bay Capital Management
1109
Hudson Bay Capital Management
Connecticut
$953K +$953K +6,276 New
AI
1110
Accredited Investors
Minnesota
$952K -$47.1K -310 -5%
Cetera Investment Advisers
1111
Cetera Investment Advisers
Illinois
$944K -$67.4K -444 -7%
GHA
1112
Garcia Hamilton & Associates
Texas
$943K -$1.22K -8 -0.1%
FAM
1113
Formidable Asset Management
Ohio
$939K -$49.7K -327 -5%
RCWMU
1114
Rothschild & Co Wealth Management (UK)
United Kingdom
$939K – – –
KBG
1115
Kahn Brothers Group
New York
$935K -$234K -1,542 -20%
HIC
1116
Harvey Investment Company
Kentucky
$933K – – –
WCBA
1117
Weaver C. Barksdale & Associates
Tennessee
$933K +$96K +632 +11%
IAM
1118
Impax Asset Management
New Hampshire
$928K +$47.5K +313 +5%
CBA
1119
Coastal Bridge Advisors
Connecticut
$925K +$1.97K +13 +0.2%
ATC
1120
Argent Trust Co
Tennessee
$923K -$85.1K -560 -8%
CPA
1121
Court Place Advisors
Maryland
$923K -$15.9K -105 -2%
TPWA
1122
TRUE Private Wealth Advisors
Oregon
$920K +$147 +1 +0%
BSW
1123
Buckingham Strategic Wealth
Missouri
$917K -$70.9K -467 -7%
PAM
1124
Premier Asset Management
Illinois
$914K – – –
MIP
1125
Marietta Investment Partners
Wisconsin
$913K – – –
43 44
45
46 47