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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 %
LWAC
1176
Laurel Wealth Advisors (California)
California
$814K -$3.95K -26 -0.5%
SAA
1177
Southeast Asset Advisors
Georgia
$814K – – –
EAM
1178
Evanson Asset Management
California
$814K +$167K +1,099 +26%
PAS
1179
Professional Advisory Services
Florida
$813K -$93.4K -615 -10%
FCCM
1180
First City Capital Management
Georgia
$813K – – –
SHGA
1181
Sand Hill Global Advisors
California
$807K – – –
TRCT
1182
Tower Research Capital (TRC)
New York
$803K +$803K +5,288 New
AWA
1183
Arete Wealth Advisors
Illinois
$798K -$540K -3,555 -40%
CC
1184
Cannell & Co
New York
$798K +$91.3K +601 +13%
TL
1185
TowerView LLC
New York
$794K -$1.59M -10,460 -67%
BOC
1186
Barbara Oil Co
Illinois
$794K – – –
HFM
1187
Hartford Financial Management
Connecticut
$794K +$3.34K +22 +0.4%
KTC
1188
Kistler-Tiffany Companies
Pennsylvania
$791K -$15.6K -103 -2%
WHG
1189
Westwood Holdings Group
Texas
$791K -$12.8K -84 -2%
CCP
1190
Corient Capital Partners
California
$788K +$788K +5,188 New
MMG
1191
Monetary Management Group
Missouri
$787K – – –
EM
1192
ELCO Management
New York
$785K +$785K +5,167 New
AL
1193
AJO LP
Pennsylvania
$782K -$1.69M -11,125 -68%
PTB
1194
Pioneer Trust Bank
Oregon
$781K -$254K -1,674 -25%
KFS
1195
Kurt F. Somerville
$780K -$82K -540 -10%
HCC
1196
Hirtle Callaghan & Co
Pennsylvania
$778K – – –
PP
1197
Paloma Partners
Connecticut
$778K +$778K +5,125 New
SLG
1198
Stanley-Laman Group
Pennsylvania
$776K -$723K -4,763 -48%
CP
1199
Coho Partners
Pennsylvania
$775K – – –
KA
1200
Kovack Advisors
Florida
$774K -$24.3K -160 -3%
46 47
48
49 50