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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 %
OWP
1251
Obermeyer Wealth Partners
Colorado
$636K +$97.5K +673 +18%
LNC
1252
Lincoln National Corp
Pennsylvania
$636K +$135K +933 +27%
CAM
1253
Congress Asset Management
Massachusetts
$635K -$82.5K -570 -12%
SAM
1254
Strategy Asset Managers
California
$633K -$15.2K -105 -2%
HCP
1255
Holt Capital Partners
Texas
$632K – – –
SMC
1256
Smith, Moore & Co
Missouri
$629K +$355K +2,449 +129%
LIC
1257
Lodestar Investment Counsel
Illinois
$626K +$311K +2,149 +99%
MCM
1258
Monarch Capital Management
Indiana
$625K +$30.2K +209 +5%
DBT
1259
Dubuque Bank & Trust
Iowa
$625K +$50.4K +348 +9%
MBT
1260
Monroe Bank & Trust
Michigan
$623K +$13.8K +95 +2%
DA
1261
DSC Advisors
Illinois
$622K -$167K -1,153 -21%
EDRS
1262
Edmond de Rothschild (Suisse)
Switzerland
$621K -$75.7K -523 -11%
NA
1263
Nottingham Advisors
New York
$618K – – –
CRM
1264
Cramer Rosenthal McGlynn
Connecticut
$616K – – –
WCM
1265
Weik Capital Management
Pennsylvania
$614K -$501K -3,462 -45%
BMM
1266
Buffington Mohr McNeal
Idaho
$614K +$265K +1,831 +76%
AP
1267
Appleton Partners
Massachusetts
$610K -$77.3K -534 -11%
AFP
1268
Ausdal Financial Partners
Iowa
$610K +$67.3K +465 +12%
ACI
1269
Alpha Cubed Investments
California
$610K +$325K +2,244 +114%
LWM
1270
LBA Wealth Management
Florida
$609K -$16.4K -113 -3%
BCM
1271
Breithorn Capital Management
New York
$609K – – –
AWM
1272
AllSquare Wealth Management
New York
$606K +$4.63K +32 +0.8%
DDPIC
1273
Deroy & Devereaux Private Investment Counsel
Michigan
$605K +$45.4K +314 +8%
KP
1274
Keel Point
Alabama
$603K -$10.4K -72 -2%
RIM
1275
Regent Investment Management
Kentucky
$599K -$268K -1,853 -31%
49 50
51
52 53