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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 %
CS
1151
Cannell & Spears
New York
$861K – – –
WEC
1152
Winslow Evans & Crocker
Massachusetts
$859K +$318K +2,092 +59%
PCM
1153
Palisade Capital Management
New Jersey
$857K -$95.9K -632 -10%
CFMC
1154
Curbstone Financial Management Corp
New Hampshire
$852K -$4.71K -31 -0.5%
BWAM
1155
Boyd Watterson Asset Management
Ohio
$852K -$759 -5 -0.1%
BPCE
1156
Bank Pictet & Cie (Europe)
Germany
$851K +$291K +1,917 +52%
NEI
1157
Northwest & Ethical Investments
Ontario, Canada
$850K +$850K +5,596 New
ASN
1158
Advisory Services Network
Georgia
$848K -$638K -4,201 -43%
PSC
1159
Prentiss Smith & Co
Vermont
$847K -$296K -1,946 -26%
TTWM
1160
TCV Trust & Wealth Management
Virginia
$843K -$7.9K -52 -0.9%
PMG
1161
ProVise Management Group
Florida
$840K -$76.5K -504 -8%
REMPR
1162
Roof Eidam Maycock Peralta (REMP)
California
$839K +$4.1K +27 +0.5%
CPSAC
1163
Chas P. Smith & Associates (CPS)
Florida
$838K +$461K +2,993 +122%
LWM
1164
Lyons Wealth Management
Florida
$836K +$10.3K +68 +1%
ARMT
1165
Amica Retiree Medical Trust
Rhode Island
$835K – – –
SNBOSCI
1166
Security National Bank of Sioux City Iowa
Iowa
$834K -$35.1K -231 -4%
NAMP
1167
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$834K – – –
CSS
1168
Cubist Systematic Strategies
Connecticut
$828K -$1.48M -9,763 -64%
KFA
1169
Kelleher Financial Advisors
New York
$826K – – –
HWA
1170
Heritage Wealth Advisors
Virginia
$823K -$134K -883 -14%
PWP
1171
Private Wealth Partners
California
$822K – – –
Tudor Investment Corp
1172
Tudor Investment Corp
Connecticut
$819K +$819K +5,390 New
SAM
1173
Solaris Asset Management
New York
$818K – – –
NFG
1174
Nations Financial Group
Iowa
$818K +$8.8K +58 +1%
SA
1175
Strategic Advisors
New York
$815K +$8.2K +54 +1%
45 46
47
48 49