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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 %
PHAM
1526
Palisades Hudson Asset Management
Florida
$275K – – –
OBWP
1527
O'Brien Wealth Partners
Massachusetts
$275K – – –
VCM
1528
Violich Capital Management
California
$274K -$72.7K -502 -21%
HBWM
1529
Hollow Brook Wealth Management
New York
$274K +$6.81K +47 +3%
HPWM
1530
Highland Private Wealth Management
Washington
$274K +$274K +1,900 New
BCAM
1531
Boston Common Asset Management
Massachusetts
$273K -$30.3K -209 -10%
HHGA
1532
Halbert Hargrove Global Advisors
California
$272K -$30.5K -211 -10%
SIC
1533
Shoker Investment Counsel
Ohio
$272K +$272K +1,879 New
WMG
1534
WESCAP Management Group
California
$269K – – –
AIM
1535
Advantage Investment Management
Iowa
$269K +$22.7K +157 +9%
BWFM
1536
Bridgewater Wealth & Financial Management
Maryland
$269K +$269K +1,856 New
BP
1537
BBR Partners
New York
$268K -$133K -916 -33%
GI
1538
Gradient Investments
Minnesota
$267K -$61.8K -427 -19%
NDSI
1539
Newman Dignan & Sheerar Inc
Rhode Island
$267K +$17.6K +131 +7%
IWC
1540
Integrated Wealth Counsel
California
$266K – – –
SS
1541
Sunbelt Securities
Texas
$264K -$2.75K -19 -1%
CIS
1542
Connors Investor Services
Pennsylvania
$264K – – –
HPIA
1543
Hamilton Point Investment Advisors
North Carolina
$263K – – –
HCA
1544
Horan Capital Advisors
Ohio
$262K – – –
NCM
1545
Nelson Capital Management
California
$261K +$7.54K +52 +3%
NCMW
1546
Northern Capital Management (Wisconsin)
Wisconsin
$260K – – –
AIS
1547
Accurate Investment Solutions
Pennsylvania
$260K +$12.9K +89 +5%
NEPPG
1548
New England Professional Planning Group
Rhode Island
$258K – – –
HJA
1549
Hugh Johnson Advisors
New York
$254K – – –
BFM
1550
Boothbay Fund Management
New York
$254K +$254K +1,757 New
60 61
62
63 64