IBM icon

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
$1.67B
2
Morgan Stanley
Morgan Stanley
New York
$1.63B
3
Wells Fargo
Wells Fargo
California
$1B
4
Vanguard Group
Vanguard Group
Pennsylvania
$8.99B
5
Barclays
Barclays
United Kingdom
$329M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$673M
2
Allianz Asset Management
Allianz Asset Management
Germany
$311M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$650M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$578M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
1476
Signet Financial Management
New Jersey
$366K -$15.2K -100 -4%
MFBTD
1477
MB Financial Bank - Trust Department
Illinois
$366K – – –
CCA
1478
Conestoga Capital Advisors
Pennsylvania
$366K – – –
HW
1479
Hancock Whitney
Mississippi
$365K -$9.41K -62 -3%
DSN
1480
D. Scott Neal
Kentucky
$365K +$82.9K +545 +29%
BCM
1481
Brown Capital Management
Maryland
$364K – – –
CAM
1482
Congress Asset Management
Massachusetts
$362K -$39.7K -261 -10%
IWC
1483
Integrated Wealth Counsel
California
$362K +$83K +547 +30%
BSB
1484
Bangor Savings Bank
Maine
$361K – – –
DR
1485
Davis Rea
Ontario, Canada
$361K – – –
ACI
1486
Alpha Cubed Investments
California
$360K +$360K +2,368 New
BONST
1487
Bank of Nova Scotia Trust
Ontario, Canada
$357K – – –
LBC
1488
Lawrence B. Cohen
$356K -$42.9K -282 -11%
RSVP
1489
Ramsay Stattman Vela & Price
Colorado
$356K -$19.9K -131 -5%
NFG
1490
Nadler Financial Group
Illinois
$356K -$760 -5 -0.2%
MIM
1491
Miller Investment Management
Pennsylvania
$352K -$5.16K -34 -1%
BJ
1492
Brouwer & Janachowski
California
$351K -$37.3K -246 -10%
AWA
1493
ARS Wealth Advisors
Florida
$351K +$455 +3 +0.1%
NA
1494
NewEdge Advisors
Louisiana
$350K +$26.7K +176 +8%
HHC
1495
Hutchin Hill Capital
New York
$349K -$968K -6,381 -73%
Capstone Investment Advisors
1496
Capstone Investment Advisors
New York
$349K -$73.9K -487 -17%
SC
1497
Saturna Capital
Washington
$349K -$23.8K -157 -6%
AEPG
1498
American Economic Planning Group
New Jersey
$349K +$609 +4 +0.2%
BLAM
1499
Bourne Lent Asset Management
New York
$348K -$79.4K -523 -19%
GGI
1500
Godsey & Gibb Inc
Virginia
$347K -$43.1K -284 -11%
58 59
60
61 62