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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 %
S
1201
SignatureFD
Georgia
$728K -$42K -290 -5%
SAMC
1202
Shinko Asset Management Company
Japan
$727K -$49K -338 -6%
BW
1203
Bison Wealth
Georgia
$726K -$83.1K -574 -10%
VIA
1204
Vantage Investment Advisors
Pennsylvania
$723K -$44.7K -309 -6%
BAM
1205
Brave Asset Management
New Jersey
$722K +$59.1K +408 +9%
MBT
1206
Montecito Bank & Trust
California
$720K – – –
AA
1207
Ancora Advisors
Ohio
$720K – – –
WP
1208
WealthSource Partners
California
$719K +$719K +4,963 New
BONST
1209
Bank of Nova Scotia Trust
Ontario, Canada
$717K -$76.1K -526 -10%
BC
1210
Brinker Capital
Pennsylvania
$717K +$129K +891 +22%
NFG
1211
Next Financial Group
Texas
$716K -$48.6K -336 -6%
RC
1212
Reik & Co
New York
$712K – – –
FMA
1213
FNY Managed Accounts
New York
$712K +$712K +4,916 New
BA
1214
Bennicas & Associates
California
$710K -$46.6K -322 -6%
BO
1215
Bank OZK
Arkansas
$707K -$15K -104 -2%
MPIA
1216
Mountain Pacific Investment Advisers
Idaho
$705K -$198K -1,370 -22%
VAS
1217
Valicenti Advisory Services
New York
$702K +$284K +1,964 +68%
SSWM
1218
Smith Salley Wealth Management
North Carolina
$701K -$32.3K -223 -4%
GWCM
1219
Godshalk Welsh Capital Management
Pennsylvania
$700K +$7.67K +53 +1%
LOAMS
1220
Lombard Odier Asset Management (Switzerland)
Switzerland
$696K – – –
RS
1221
Robeco Schweiz
Switzerland
$692K -$832K -5,858 -55%
MCM
1222
Marathon Capital Management
Maryland
$688K +$145 +1 +0%
KTC
1223
Kistler-Tiffany Companies
Pennsylvania
$687K -$42.9K -296 -6%
ECM
1224
Evergreen Capital Management
Washington
$686K – – –
BOS
1225
Bingham Osborn & Scarborough
California
$682K -$32.9K -227 -5%
47 48
49
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