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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 %
PVH
1476
Psagot Value Holdings
Israel
$320K -$38.7K -267 -11%
GT
1477
Greenleaf Trust
Michigan
$320K -$26.2K -181 -8%
AWMG
1478
Alliance Wealth Management Group
New Jersey
$320K +$145 +1 +0%
SIA
1479
Starfire Investment Advisers
Michigan
$320K – – –
RIA
1480
Regal Investment Advisors
Michigan
$319K -$74.5K -514 -19%
PFA
1481
Paradigm Financial Advisors
Missouri
$319K -$27K -187 -8%
CWM
1482
Catamount Wealth Management
Connecticut
$319K – – –
PCMM
1483
Private Capital Management (Minnesota)
Minnesota
$318K -$439K -3,033 -58%
TFO
1484
Tarbox Family Office
California
$317K +$1.74K +12 +0.6%
GAM
1485
Gemmer Asset Management
California
$316K +$289 +2 +0.1%
BPM
1486
Bowling Portfolio Management
Ohio
$314K -$601K -4,145 -66%
AWM
1487
Altavista Wealth Management
North Carolina
$314K -$57.7K -398 -16%
LCM
1488
Leisure Capital Management
California
$314K – – –
CL
1489
Croft-Leominster
Maryland
$313K -$58.9K -408 -16%
GGI
1490
Godsey & Gibb Inc
Virginia
$312K -$126K -868 -29%
TT
1491
Tiedemann Trust
Delaware
$312K – – –
OAM
1492
Occidental Asset Management
California
$311K – – –
PCA
1493
Private Capital Advisors
Connecticut
$310K – – –
WI
1494
Wedgewood Investors
Pennsylvania
$309K – – –
CF
1495
CenterStar Fund
Illinois
$308K -$400K – –
FC
1496
Fayerweather Charles
$307K +$307K +2,116 New
SIG
1497
Schooner Investment Group
Pennsylvania
$305K -$381K -2,615 -56%
CFA
1498
CT Financial Advisors
Pennsylvania
$303K +$15.3K +106 +5%
AEPG
1499
American Economic Planning Group
New Jersey
$302K +$578 +4 +0.2%
AWP
1500
Ascent Wealth Partners
New York
$300K -$11.4K -79 -4%
58 59
60
61 62