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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 %
AMG
1301
Advisors Management Group
Wisconsin
$586K – – –
ST
1302
Sentinel Trust
Texas
$583K -$977K -6,439 -63%
JCM
1303
Jacobi Capital Management
Pennsylvania
$581K -$15.7K -105 -3%
FAM
1304
Fortaleza Asset Management
Illinois
$580K +$580K +3,818 New
EM
1305
Emancipation Management
New York
$578K – – –
TYCC
1306
Texas Yale Capital Corp
Florida
$576K -$397K -2,612 -41%
SMG
1307
Spectrum Management Group
Indiana
$575K -$71.3K -470 -11%
LIA
1308
LBMC Investment Advisors
Tennessee
$575K -$24K -158 -4%
RA
1309
RFG Advisory
Alabama
$575K +$147K +986 +34%
PA
1310
Planning Alternatives
Michigan
$572K – – –
VNA
1311
Valley National Advisers
Pennsylvania
$561K +$29.6K +195 +6%
TCOT
1312
Trust Company of Toledo
Ohio
$560K -$127K -837 -18%
ADL
1313
Asset Dedication LLC
California
$560K +$34.3K +229 +7%
FBA
1314
Front Barnett Associates
Illinois
$558K -$31.7K -209 -5%
BMC
1315
Benin Management Corp
Connecticut
$557K -$398K -2,615 -42%
GAM
1316
Gould Asset Management
California
$557K +$15.8K +104 +3%
FHAM
1317
Folger Hill Asset Management
New York
$556K +$556K +3,661 New
BCM
1318
Becker Capital Management
Oregon
$555K +$3.95K +26 +0.7%
IAS
1319
IMA Advisory Services
Colorado
$552K – – –
QCG
1320
Quadrant Capital Group
Ohio
$549K +$7.3K +49 +1%
HCM
1321
Hutchinson Capital Management
California
$544K -$37.4K -246 -6%
SFM
1322
Signature Financial Management
Virginia
$544K – – –
KT
1323
Kanaly Trust
Texas
$543K +$60.8K +400 +13%
GT
1324
Greenleaf Trust
Michigan
$542K +$201K +1,325 +59%
IFS
1325
Ifrah Financial Services
Arkansas
$541K -$11.4K -75 -2%
51 52
53
54 55