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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 %
AHB
1401
Abner Herrman & Brock
New Jersey
$451K +$72.2K +476 +19%
WA1
1402
Wimmer Associates 1
California
$450K -$36.2K -238 -7%
WA
1403
WFG Advisors
Texas
$450K +$28.8K +190 +7%
MAM
1404
Mastrapasqua Asset Management
Tennessee
$450K +$450K +2,965 New
RIM
1405
Regent Investment Management
Kentucky
$446K -$291K -1,915 -39%
WAM
1406
Winslow Asset Management
Ohio
$444K -$111K -732 -20%
HL
1407
HeadInvest LLC
Maine
$441K – – –
TAM
1408
Taurus Asset Management
New York
$441K +$31.9K +210 +8%
AssetMark Inc
1409
AssetMark Inc
California
$439K -$443K -2,916 -50%
MWM
1410
MinichMacGregor Wealth Management
New York
$438K – – –
KWMG
1411
King Wealth Management Group
Florida
$438K +$438K +2,887 New
CHAM
1412
Clear Harbor Asset Management
Connecticut
$432K – – –
GI
1413
Gradient Investments
Minnesota
$432K +$127K +833 +41%
CG
1414
Cutler Group
California
$432K +$413K +2,719 +2,158%
WBG
1415
Wharton Business Group
Pennsylvania
$430K -$258K -1,697 -38%
CG
1416
Colony Group
Massachusetts
$430K +$32.2K +212 +8%
Eagle Capital Management (New York)
1417
Eagle Capital Management (New York)
New York
$429K – – –
B
1418
Bellecapital
Switzerland
$429K +$200K +1,360 +88%
AIA
1419
Arbor Investment Advisors
North Carolina
$428K -$5.62K -37 -1%
ZCI
1420
Zevenbergen Capital Investments
Washington
$428K +$428K +2,819 New
IWA
1421
Inspirion Wealth Advisors
Illinois
$424K +$7.89K +52 +2%
CB
1422
Cooke & Bieler
Pennsylvania
$423K -$16K -105 -4%
SA
1423
SRH Advisors
Kansas
$421K – – –
CRIG
1424
Charter Research & Investment Group
Connecticut
$419K – – –
MFW
1425
Mosaic Family Wealth
Missouri
$419K +$304 +2 +0.1%
55 56
57
58 59