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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 %
WIC
1426
Woodmont Investment Counsel
Tennessee
$418K +$4.4K +29 +1%
AIM
1427
Avity Investment Management
Connecticut
$416K -$4.06K -27 -1%
AFWA
1428
Ancora Family Wealth Advisors
Ohio
$414K +$27.8K +183 +7%
BHA
1429
Beech Hill Advisors
New York
$414K +$128K +846 +45%
ASC
1430
Atalanta Sosnoff Capital
New York
$413K – – –
PP
1431
Pegasus Partners
Wisconsin
$411K +$28.6K +188 +7%
PCA
1432
Personal Capital Advisors
California
$410K +$20.7K +137 +5%
TSWM
1433
Triangle Securities Wealth Management
North Carolina
$409K -$60.3K -397 -13%
CWM
1434
Cranbrook Wealth Management
Michigan
$409K – – –
BKA
1435
Brick & Kyle Associates
Pennsylvania
$409K – – –
FPCP
1436
Fort Point Capital Partners
California
$409K +$119K +784 +41%
GGHC
1437
Gilder Gagnon Howe & Co
New York
$408K -$333K -2,191 -45%
OMC
1438
Overbrook Management Corp
New York
$408K -$15.9K -105 -4%
MCM
1439
Millie Capital Management
California
$408K +$152 +1 +0%
FWP
1440
FAS Wealth Partners
Kansas
$405K +$912 +6 +0.2%
DW
1441
Domani Wealth
Pennsylvania
$405K +$38.2K +252 +10%
BFPW
1442
BOK Financial Private Wealth
Colorado
$405K +$41.4K +273 +11%
SIC
1443
SFE Investment Counsel
California
$404K – – –
WA
1444
WBH Advisory
Maryland
$402K +$12.9K +85 +3%
OCG
1445
Opus Capital Group
Ohio
$402K +$402K +2,655 New
NFC
1446
Northeast Financial Consultants
Connecticut
$399K – – –
SRCM
1447
Swift Run Capital Management
Virginia
$397K – – –
TC
1448
Trust Company
Kansas
$396K -$4.4K -29 -1%
Kayne Anderson Rudnick Investment Management
1449
Kayne Anderson Rudnick Investment Management
California
$396K +$15K +99 +4%
PO
1450
Private Ocean
California
$396K +$97.9K +645 +33%
56 57
58
59 60