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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 %
CFA
1126
Capstone Financial Advisors
Illinois
$910K -$14.7K -97 -2%
MGIA
1127
Moneta Group Investment Advisors
Missouri
$910K – – –
GC
1128
Garde Capital
Washington
$909K +$909K +6,556 New
MCM
1129
Maryland Capital Management
Maryland
$908K +$114K +750 +14%
GIA
1130
Granite Investment Advisors
New Hampshire
$907K -$58.8K -387 -6%
DVM
1131
Dreman Value Management
Florida
$901K – – –
SJIM
1132
St. Johns Investment Management
Florida
$899K +$25.4K +167 +3%
VHAM
1133
Van Hulzen Asset Management
California
$897K -$2.99M -19,691 -77%
MMPW
1134
Mitchell McLeod Pugh & Williams
Alabama
$897K +$6.53K +43 +0.7%
BWA
1135
Burt Wealth Advisors
Maryland
$896K -$7.59K -50 -0.8%
GCP
1136
GSA Capital Partners
United Kingdom
$896K +$263K +1,735 +42%
DT
1137
Diversified Trust
Tennessee
$895K -$619K -4,073 -41%
SFG
1138
StrategIQ Financial Group
Indiana
$892K +$1.06K +7 +0.1%
VAM
1139
Verity Asset Management
North Carolina
$884K +$327K +2,154 +59%
NC
1140
NewSquare Capital
Pennsylvania
$883K +$40.1K +264 +5%
GP
1141
Girard Partners
Pennsylvania
$883K +$46K +303 +5%
RCA
1142
Rowland Carmichael Advisors
Arizona
$883K +$74.7K +492 +9%
JCM
1143
Janney Capital Management
Pennsylvania
$878K +$4.4K +29 +0.5%
CCM
1144
Coldstream Capital Management
Washington
$876K -$64.2K -423 -7%
GWCM
1145
Godshalk Welsh Capital Management
Pennsylvania
$874K +$31.8K +209 +4%
SFSIG
1146
San Francisco Sentry Investment Group
California
$873K +$1.52K +10 +0.2%
IC
1147
InterOcean Capital
Illinois
$871K -$1.65M -10,856 -65%
BOS
1148
Bingham Osborn & Scarborough
California
$870K +$146K +958 +20%
MFW
1149
Meristem Family Wealth
Minnesota
$869K +$15.2K +100 +2%
VWM
1150
Valley Wealth Managers
New Jersey
$866K -$12.3K -81 -1%
44 45
46
47 48