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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 %
CI
1226
Cowen Inc
New York
$682K – – –
PAG
1227
Pinnacle Advisory Group
Maryland
$680K +$43.4K +300 +7%
RIG
1228
Roosevelt Investment Group
New York
$678K -$2.27M -15,696 -77%
CNC
1229
Citizens & Northern Corp
Pennsylvania
$675K -$13.8K -95 -2%
IB
1230
Intrust Bank
Kansas
$675K +$25.2K +174 +4%
FLPIM
1231
F.L. Putnam Investment Management
Massachusetts
$675K +$98.5K +680 +17%
CC
1232
Cannell & Co
New York
$674K -$182K -1,255 -21%
NFG
1233
Nations Financial Group
Iowa
$672K -$8.68K -60 -1%
NC
1234
NewSquare Capital
Pennsylvania
$672K +$631K +4,364 +1,559%
IH
1235
IFC Holdings
Florida
$671K -$65K -447 -9%
PIM
1236
Parasol Investment Management
Illinois
$669K +$39.8K +275 +6%
CA
1237
Cortland Associates
Missouri
$668K – – –
JFA
1238
Johanson Financial Advisors
California
$667K -$181K -1,253 -21%
W
1239
Wealthfront
California
$666K -$606K -4,187 -48%
SL
1240
Summitry LLC
California
$665K +$85.6K +591 +15%
BIM
1241
Bridges Investment Management
Nebraska
$659K +$139K +960 +27%
TCM
1242
Tradition Capital Management
New Jersey
$658K -$9.55K -66 -1%
CA
1243
Cornerstone Advisory
Maryland
$656K -$1.59K -11 -0.2%
TCM
1244
Telos Capital Management
California
$655K -$1.98M -13,691 -75%
TC
1245
Telemus Capital
Michigan
$653K +$262K +1,808 +67%
ST
1246
Sabal Trust
Florida
$651K -$24.2K -167 -4%
DMK
1247
David M. Knott
$649K – – –
WBG
1248
Wharton Business Group
Pennsylvania
$648K -$7.23M -49,931 -92%
BOS
1249
Bank of Stockton
California
$644K -$28.8K -199 -4%
MCWS
1250
McKinley Carter Wealth Services
West Virginia
$643K -$6.37K -44 -1%
48 49
50
51 52