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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 %
Northwestern Mutual Wealth Management
1226
Northwestern Mutual Wealth Management
Wisconsin
$723K -$7.2M -47,406 -91%
ECM
1227
Evergreen Capital Management
Washington
$720K – – –
SAMNY
1228
Samsung Asset Management (New York)
New York
$718K -$160K -1,056 -18%
NBC
1229
Neuberger Berman Canada
Ontario, Canada
$718K -$70K -461 -9%
PAM
1230
Peak Asset Management
Colorado
$717K -$3.04K -20 -0.4%
TCOO
1231
Trust Company of Oklahoma
Oklahoma
$716K +$1.52K +10 +0.2%
CI
1232
Cowen Inc
New York
$715K – – –
PAG
1233
Pinnacle Advisory Group
Maryland
$713K +$589 +4 +0.1%
AA
1234
Ancora Advisors
Ohio
$712K +$3.19K +21 +0.4%
CAAS
1235
Capital Asset Advisory Services
Michigan
$710K -$113K -742 -14%
NA
1236
Nottingham Advisors
New York
$709K +$15.8K +104 +2%
VAS
1237
Valicenti Advisory Services
New York
$708K -$39.2K -258 -5%
TCM
1238
Tradition Capital Management
New Jersey
$708K +$36.7K +242 +5%
IC
1239
Intersect Capital
California
$707K -$493K -3,243 -41%
MCM
1240
Marathon Capital Management
Maryland
$706K -$19.8K -130 -3%
GXMC
1241
Global X Management Company
New York
$704K +$611K +4,022 +655%
SAMC
1242
Shinko Asset Management Company
Japan
$703K -$14.1K -93 -2%
MPIA
1243
Mountain Pacific Investment Advisers
Idaho
$699K -$4.1K -27 -0.6%
CA
1244
Cortland Associates
Missouri
$698K – – –
WCM
1245
Weik Capital Management
Pennsylvania
$697K +$7.9K +52 +1%
BA
1246
Bennicas & Associates
California
$695K -$48.8K -321 -7%
CEI
1247
Clark Estates Inc
New York
$695K – – –
BST
1248
Bath Savings Trust
Maine
$692K -$15.9K -105 -2%
CA
1249
Cornerstone Advisory
Maryland
$691K +$455 +3 +0.1%
RIG
1250
Roosevelt Investment Group
New York
$690K -$15.9K -105 -2%
48 49
50
51 52