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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 %
NB
1276
Nicolet Bankshares
Wisconsin
$598K -$7.53K -52 -1%
SCP
1277
Sandhill Capital Partners
New York
$597K -$28K -193 -4%
FIM
1278
Freedom Investment Management
Connecticut
$593K +$17.7K +122 +3%
VWM
1279
Vector Wealth Management
Minnesota
$587K +$5.93K +41 +1%
BWP
1280
BSW Wealth Partners
Colorado
$586K -$580 -4 -0.1%
SWA
1281
Sutton Wealth Advisors
Florida
$585K +$585K +4,041 New
KA
1282
Kovack Advisors
Florida
$582K +$139K +962 +31%
HCM
1283
Hutchinson Capital Management
California
$575K -$7.24K -50 -1%
CS
1284
Credential Securities
$574K +$26.8K +185 +5%
ST
1285
Somerset Trust
Pennsylvania
$573K +$24.6K +170 +4%
RHJA
1286
Rice Hall James & Associates
California
$572K -$22.7K -157 -4%
CPS
1287
Counsel Portfolio Services
Ontario, Canada
$572K – – –
RCA
1288
Rowland Carmichael Advisors
Arizona
$571K +$571K +3,944 New
Koshinski Asset Management
1289
Koshinski Asset Management
Illinois
$567K +$2.75K +19 +0.5%
PFBT
1290
Parkside Financial Bank & Trust
Missouri
$567K +$18.7K +129 +3%
AMG
1291
Advisors Management Group
Wisconsin
$561K +$92.5K +639 +20%
ST
1292
Spot Trading
Illinois
$559K -$2.04M -14,089 -78%
PHIMC
1293
Private Harbour Investment Management & Counsel
Ohio
$556K -$19K -131 -3%
KT
1294
Kanaly Trust
Texas
$556K +$18.5K +128 +3%
FHB
1295
First Hawaiian Bank
Hawaii
$555K +$16.8K +116 +3%
SLA
1296
Silver Lake Advisory
Utah
$554K +$1.01K +7 +0.2%
MWAC
1297
Mariner Wealth Advisors (Cincinnati)
Ohio
$553K -$148K -1,021 -21%
IFS
1298
Ifrah Financial Services
Arkansas
$551K -$9.26K -64 -2%
EM
1299
Emancipation Management
New York
$551K – – –
FBA
1300
Front Barnett Associates
Illinois
$547K – – –
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