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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 %
TFF
1351
The Family Firm
Maryland
$511K +$6.52K +43 +1%
AIA
1352
Allegis Investment Advisors
Idaho
$509K +$509K +3,351 New
FMLI
1353
Fukoku Mutual Life Insurance
Japan
$507K -$15.8K -104 -3%
AAM
1354
Autus Asset Management
Arizona
$503K -$5.47K -36 -1%
CIP
1355
Cornerstone Investment Partners
Georgia
$502K -$16K -105 -3%
CPA
1356
Cowen Prime Advisors
New York
$502K – – –
AIM
1357
Aspen Investment Management
Michigan
$500K -$7.9K -52 -2%
HI
1358
Hendershot Investments
Virginia
$497K – – –
SIG
1359
Stanford Investment Group
California
$496K +$28.2K +186 +6%
DJSG
1360
D.J. St. Germain
Massachusetts
$494K -$39.8K -262 -7%
IIC
1361
Integrated Investment Consultants
Michigan
$494K – – –
TIM
1362
Tortoise Investment Management
New York
$492K -$70.2K -463 -12%
CA
1363
Callahan Advisors
Texas
$492K +$177K +1,166 +56%
STMM
1364
South Texas Money Management
Texas
$490K -$271K -1,783 -36%
FA
1365
FCG Advisors
New Jersey
$488K +$1.82K +12 +0.4%
FIB
1366
First Interstate Bank
Montana
$487K -$13.5K -89 -3%
SMC
1367
Smith, Moore & Co
Missouri
$485K +$46.2K +304 +11%
RCG
1368
Ruggie Capital Group
Florida
$484K +$12K +79 +3%
HA
1369
Hamel Associates
New Jersey
$484K +$51.6K +340 +12%
AF
1370
Alerus Financial
North Dakota
$483K -$16.2K -107 -3%
VFP
1371
Verus Financial Partners
Virginia
$483K +$152 +1 +0%
KF
1372
Krilogy Financial
Missouri
$482K +$304 +2 +0.1%
GA
1373
GFS Advisors
Texas
$481K +$481K +3,169 New
OAM
1374
Occidental Asset Management
California
$480K +$36.6K +241 +8%
UFG
1375
United Fire Group
Iowa
$477K – – –
53 54
55
56 57