IBM icon

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 %
PA
1301
Planning Alternatives
Michigan
$545K -$101K -695 -16%
RCM
1302
Reynolds Capital Management
Nevada
$545K +$545K +3,766 New
BA
1303
BKS Advisors
Michigan
$544K -$170K -1,177 -24%
RP
1304
Rowlandmiller & Partners
Georgia
$541K -$506K -3,492 -48%
CA
1305
Capital Advantage
California
$538K +$24.2K +167 +5%
LIA
1306
LBMC Investment Advisors
Tennessee
$537K +$79.5K +549 +17%
FIM
1307
Frontier Investment Management
Texas
$535K -$28.8K -199 -5%
BPCE
1308
Bank Pictet & Cie (Europe)
Germany
$534K +$40.4K +279 +8%
FHC
1309
First Heartland Consultants
Missouri
$533K +$42.7K +295 +9%
BCM
1310
Becker Capital Management
Oregon
$532K – – –
FNBSF
1311
First National Bank Sioux Falls
South Dakota
$531K – – –
CCM
1312
Crossvault Capital Management
Texas
$530K -$3.76K -26 -0.7%
LA
1313
Lucus Advisors
New York
$530K +$35.2K +243 +7%
BGA
1314
Belmont Global Advisors
Texas
$530K +$530K +3,661 New
TNB
1315
Thomasville National Bank
Georgia
$529K -$724 -5 -0.1%
IAS
1316
IMA Advisory Services
Colorado
$529K – – –
MTC
1317
McDaniel Terry & Co
Texas
$524K +$20.3K +140 +4%
WEC
1318
Winslow Evans & Crocker
Massachusetts
$524K +$290 +2 +0.1%
BRM
1319
Boston Research & Management
Massachusetts
$523K – – –
ACH
1320
ArrowMark Colorado Holdings
Colorado
$522K -$121K -839 -19%
CCM
1321
Cribstone Capital Management
Maine
$519K -$2.6K -18 -0.5%
BBPWM
1322
Blue Bell Private Wealth Management
Pennsylvania
$519K +$36.2K +250 +7%
AAM
1323
Autus Asset Management
Arizona
$517K -$164K -1,135 -24%
SFM
1324
Signature Financial Management
Virginia
$517K -$15.2K -105 -3%
WAM
1325
Winslow Asset Management
Ohio
$517K – – –
51 52
53
54 55