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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 %
SNBOSCI
1151
Security National Bank of Sioux City Iowa
Iowa
$825K +$77.2K +533 +10%
MFW
1152
Meristem Family Wealth
Minnesota
$821K -$17.9K -124 -2%
DIP
1153
DT Investment Partners
Pennsylvania
$821K +$821K +5,671 New
CFMC
1154
Curbstone Financial Management Corp
New Hampshire
$817K -$28.8K -199 -3%
KFA
1155
Kelleher Financial Advisors
New York
$813K +$279K +1,927 +52%
PFM
1156
PacWest Financial Management
Arizona
$807K -$1.31M -9,040 -62%
REMPR
1157
Roof Eidam Maycock Peralta (REMP)
California
$803K +$290 +2 +0%
SC
1158
Saybrook Capital
North Carolina
$803K +$4.93K +34 +0.6%
WCBA
1159
Weaver C. Barksdale & Associates
Tennessee
$798K – – –
NAMP
1160
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$796K – – –
MWP
1161
MYCIO Wealth Partners
Pennsylvania
$793K +$168K +1,159 +27%
SAA
1162
Southeast Asset Advisors
Georgia
$789K -$151K -1,046 -16%
LJHT
1163
Laurie J. Hall Trustee
$789K -$97K -683 -11%
CC
1164
Colrain Capital
Massachusetts
$788K -$991K -6,838 -56%
EFSCE
1165
Enterprise Financial Services Corp (EFSC)
Missouri
$787K +$125K +864 +19%
FP
1166
FDO Partners
Massachusetts
$787K +$325K +2,247 +71%
PWP
1167
Private Wealth Partners
California
$784K -$15.2K -105 -2%
BCM
1168
BTR Capital Management
California
$782K -$812K -5,607 -51%
SAM
1169
Solaris Asset Management
New York
$780K – – –
CBU
1170
CIBC Bank USA
Illinois
$777K +$73K +504 +10%
SMG
1171
Spectrum Management Group
Indiana
$777K +$78.7K +544 +11%
CCM
1172
Chilton Capital Management
Texas
$777K +$338K +2,333 +77%
OIA
1173
Optimum Investment Advisors
Illinois
$773K +$1.01K +7 +0.1%
ZIM
1174
Zacks Investment Management
Illinois
$772K +$96.7K +668 +14%
IC
1175
IKOS CIF
Cyprus
$771K +$771K +5,328 New
45 46
47
48 49