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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 %
HH
1426
Hilltop Holdings
Texas
$368K -$45.9K -317 -11%
CG
1427
Colony Group
Massachusetts
$368K -$29.2K -202 -7%
FGP
1428
Foyston, Gordon, & Payne
Ontario, Canada
$368K -$17.1K -118 -4%
AF
1429
Affiance Financial
Minnesota
$368K -$11K -76 -3%
CAM
1430
Cypress Asset Management
Texas
$368K – – –
DR
1431
Davis Rea
Ontario, Canada
$365K – – –
PP
1432
Pegasus Partners
Wisconsin
$364K – – –
ESBC
1433
E.S. Barr & Co
Kentucky
$363K -$40.2K -278 -10%
Kayne Anderson Rudnick Investment Management
1434
Kayne Anderson Rudnick Investment Management
California
$363K -$15.2K -105 -4%
BHA
1435
Beech Hill Advisors
New York
$363K +$90.7K +627 +33%
CC
1436
Cognios Capital
Kansas
$361K -$40.7K -281 -10%
BCM
1437
Brown Capital Management
Maryland
$361K -$31K -214 -8%
APSP
1438
Asset Planning Services (Pennsylvania)
Pennsylvania
$360K +$213K +1,470 +145%
RSVP
1439
Ramsay Stattman Vela & Price
Colorado
$358K -$24.9K -172 -7%
SC
1440
Saturna Capital
Washington
$356K – – –
MFBTD
1441
MB Financial Bank - Trust Department
Illinois
$354K +$4.63K +32 +1%
HCM
1442
Harvest Capital Management
New Hampshire
$353K – – –
FTCM
1443
Fir Tree Capital Management
New York
$352K -$15.2M -104,715 -98%
DIA
1444
Davidson Investment Advisors
Montana
$352K – – –
MIC
1445
MU Investments Company
Japan
$352K +$7.37K +52 +2%
SIC
1446
SFE Investment Counsel
California
$350K -$60.7K -419 -15%
CPSAC
1447
Chas P. Smith & Associates (CPS)
Florida
$349K -$53.3K -368 -13%
FI
1448
FormulaFolio Investments
Michigan
$349K -$19.5K -135 -5%
Westfield Capital Management
1449
Westfield Capital Management
Massachusetts
$348K -$256K -1,771 -42%
BIA
1450
Barry Investment Advisors
Massachusetts
$348K +$348K +2,407 New
56 57
58
59 60