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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 %
TFF
1351
The Family Firm
Maryland
$481K -$6.37K -44 -1%
CPA
1352
Cowen Prime Advisors
New York
$479K +$15.1K +104 +3%
AIA
1353
Alerus Investment Advisors
Minnesota
$478K -$526K -3,632 -52%
RIM
1354
Reliant Investment Management
Tennessee
$478K – – –
Handelsbanken Fonder
1355
Handelsbanken Fonder
Sweden
$477K -$15.2M -105,311 -97%
DWM
1356
Destination Wealth Management
California
$476K – – –
WCM
1357
Windsor Capital Management
Arizona
$476K +$42K +290 +10%
BBNB
1358
Baker Boyer National Bank
Washington
$474K – – –
PAM
1359
Premier Asset Management
Illinois
$469K -$474K -3,279 -50%
LCM
1360
LVM Capital Management
Michigan
$465K -$157K -1,083 -25%
FUBT
1361
First United Bank & Trust
Maryland
$465K -$25.2K -174 -5%
BLAM
1362
Bourne Lent Asset Management
New York
$465K – – –
VFP
1363
Verus Financial Partners
Virginia
$460K -$85.5K -591 -16%
HL
1364
HeadInvest LLC
Maine
$457K +$24.2K +167 +6%
CC
1365
Cornerstone Capital
California
$455K -$37.9K -262 -8%
FA
1366
FCG Advisors
New Jersey
$455K -$145 -1 -0%
UFG
1367
United Fire Group
Iowa
$454K – – –
JIM
1368
Jensen Investment Management
Oregon
$453K +$7.68K +53 +2%
GIP
1369
Greatmark Investment Partners
Georgia
$452K -$60.7K -419 -12%
FIM
1370
Fruth Investment Management
Texas
$449K – – –
HCA
1371
Harbour Capital Advisors
Virginia
$449K – – –
CCM
1372
Condor Capital Management
New Jersey
$448K – – –
SIG
1373
Stanford Investment Group
California
$446K – – –
VFA
1374
Virtus Fund Advisers
Connecticut
$443K – – –
GAM
1375
Gould Asset Management
California
$440K +$72.7K +502 +20%
53 54
55
56 57