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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 %
CBA
1126
Coastal Bridge Advisors
Connecticut
$878K -$75K -518 -8%
HWA
1127
Heritage Wealth Advisors
Virginia
$877K – – –
DVM
1128
Dreman Value Management
Florida
$874K +$874K +6,040 New
HI
1129
Hudock Inc
Pennsylvania
$873K +$429K +2,968 +97%
MIP
1130
Marietta Investment Partners
Wisconsin
$870K – – –
JCM
1131
Janney Capital Management
Pennsylvania
$870K +$1.59K +11 +0.2%
CPA
1132
Court Place Advisors
Maryland
$869K +$12.2K +84 +1%
CWA
1133
Cypress Wealth Advisors
California
$865K +$20K +138 +2%
TTWM
1134
TCV Trust & Wealth Management
Virginia
$858K -$6.63M -45,816 -89%
AAMU
1135
AEGON Asset Management (UK)
United Kingdom
$856K -$75.9K -524 -8%
SFSIG
1136
San Francisco Sentry Investment Group
California
$854K +$34.5K +238 +4%
LWAC
1137
Laurel Wealth Advisors (California)
California
$852K -$39.8K -275 -4%
NERM
1138
New England Research & Management
Illinois
$852K -$30.3K -209 -3%
PAIA
1139
Park Avenue Institutional Advisers
New York
$852K -$23.9K -165 -3%
TCOO
1140
Trust Company of Oklahoma
Oklahoma
$850K -$167K -1,152 -16%
SJIM
1141
St. Johns Investment Management
Florida
$847K -$65K -449 -7%
STMM
1142
South Texas Money Management
Texas
$843K -$16M -110,749 -95%
SWM
1143
Stockman Wealth Management
Montana
$843K -$389K -2,687 -32%
EAM
1144
Evanson Asset Management
California
$841K -$8.4K -58 -1%
ARMT
1145
Amica Retiree Medical Trust
Rhode Island
$839K – – –
FCCM
1146
First City Capital Management
Georgia
$835K -$83.7K -578 -9%
SHGA
1147
Sand Hill Global Advisors
California
$834K +$43.9K +303 +6%
TI
1148
Trexquant Investment
Connecticut
$833K -$666K -4,602 -44%
BWAM
1149
Boyd Watterson Asset Management
Ohio
$828K -$1.74K -12 -0.2%
MMG
1150
Monetary Management Group
Missouri
$826K +$93.8K +648 +13%
44 45
46
47 48