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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 %
QC
1326
QCM Cayman
Texas
$517K +$517K +3,572 New
TSWM
1327
Triangle Securities Wealth Management
North Carolina
$516K -$50.1K -346 -9%
AIP
1328
ARS Investment Partners
New York
$516K – – –
BFA
1329
Beaumont Financial Advisors
Massachusetts
$514K -$32.7K -213 -6%
GHAM
1330
Gilman Hill Asset Management
Connecticut
$514K +$22K +152 +4%
DJSG
1331
D.J. St. Germain
Massachusetts
$511K +$12.2K +84 +2%
AW
1332
ACG Wealth
Georgia
$511K +$73.7K +509 +17%
BCM
1333
Bluefin Capital Management
New York
$509K -$4.81M -33,239 -90%
WA1
1334
Wimmer Associates 1
California
$509K +$39.5K +273 +8%
CCMG
1335
Clark Capital Management Group
Pennsylvania
$508K -$36.1K -249 -7%
BCM
1336
Boltwood Capital Management
California
$507K +$2.32K +16 +0.5%
VNA
1337
Valley National Advisers
Pennsylvania
$506K +$3.47K +24 +0.7%
BWM
1338
BerganKDV Wealth Management
Minnesota
$505K +$505K +3,488 New
LW
1339
Linscomb Wealth
Texas
$502K -$30.2K -209 -6%
GLI
1340
Guardian Life Insurance
New York
$500K -$142K -984 -22%
PCMC
1341
Paragon Capital Management (Colorado)
Colorado
$499K – – –
FMLI
1342
Fukoku Mutual Life Insurance
Japan
$498K – – –
CIP
1343
Cornerstone Investment Partners
Georgia
$494K – – –
ADL
1344
Asset Dedication LLC
California
$490K -$1.17M -8,060 -70%
FIB
1345
First Interstate Bank
Montana
$489K -$410K -2,832 -46%
CCM
1346
Carlson Capital Management
Minnesota
$489K +$33.3K +230 +7%
MC
1347
Mathes Company
New York
$486K -$53K -366 -10%
JMFC
1348
J.M. Forbes & Co
Massachusetts
$485K -$5.35K -37 -1%
AIM
1349
Aspen Investment Management
Michigan
$484K -$78.8K -544 -14%
QCG
1350
Quadrant Capital Group
Ohio
$482K +$51.1K +359 +12%
52 53
54
55 56