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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 %
HI
1501
Hendershot Investments
Virginia
$299K -$19K -131 -6%
BFIC
1502
Bedell Frazier Investment Counselling
California
$298K – – –
KM
1503
Kalos Management
Georgia
$298K +$298K +2,064 New
PG
1504
Patten Group
Tennessee
$297K -$22.7K -157 -7%
AAS
1505
Annex Advisory Services
Wisconsin
$297K -$12.6K -87 -4%
KJHP
1506
K.J. Harrison & Partners
Ontario, Canada
$295K – – –
JDR
1507
Jay D. Rosenbaum
$295K – – –
NCM
1508
Noesis Capital Mangement
Florida
$292K -$19.5K -135 -6%
UF
1509
Univest Financial
Pennsylvania
$290K +$5.21K +36 +2%
FIMG
1510
Financial & Investment Management Group
Michigan
$289K -$22.9K -158 -7%
PA
1511
Parkside Advisors
California
$289K +$289K +1,998 New
DRD
1512
Dennis R. Delaney
$288K -$75.8K -523 -21%
CK
1513
Carnick & Kubik
Colorado
$288K – – –
MA
1514
MCF Advisors
Kentucky
$287K +$102K +700 +55%
SCA
1515
STALEY CAPITAL ADVISERS
Pennsylvania
$287K +$287K +1,984 New
PO
1516
Private Ocean
California
$285K – – –
HCMT
1517
Highland Capital Management (Tennessee)
Tennessee
$284K – – –
WF
1518
WealthTrust Fairport
Ohio
$283K -$1.64M -11,330 -85%
DSN
1519
D. Scott Neal
Kentucky
$283K -$580 -4 -0.2%
CAM
1520
CG Asset Management
New York
$281K +$281K +1,942 New
BC
1521
Banced Corp
Illinois
$280K – – –
SFM
1522
Systematic Financial Management
New Jersey
$280K – – –
PM
1523
Penbrook Management
New York
$279K – – –
RVPG
1524
Relative Value Partners Group
$278K +$278K +2,113 New
GWS
1525
Glassman Wealth Services
Virginia
$275K -$5.93K -41 -2%
59 60
61
62 63