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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
$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 %
HBT
1526
Hills Bank & Trust
Iowa
$320K – – –
Westfield Capital Management
1527
Westfield Capital Management
Massachusetts
$318K – – –
IA
1528
Independence Advisors
Pennsylvania
$318K +$75.6K +497 +31%
TA
1529
Tiedemann Advisors
New York
$318K +$318K +2,207 New
RGC
1530
Roberts, Glore & Co
Illinois
$315K -$15.9K -105 -5%
RPA
1531
Rock Point Advisors
Vermont
$315K – – –
SIG
1532
Schooner Investment Group
Pennsylvania
$315K – – –
ACA
1533
Anchor Capital Advisors
Massachusetts
$314K +$314K +2,070 New
ZCA
1534
Zeke Capital Advisors
Pennsylvania
$314K +$314K +2,183 New
BCM
1535
Breithorn Capital Management
New York
$313K -$326K -2,144 -51%
AWP
1536
Ascent Wealth Partners
New York
$310K – – –
EWM
1537
Empirical Wealth Management
Washington
$310K +$58.1K +383 +23%
KJHP
1538
K.J. Harrison & Partners
Ontario, Canada
$309K – – –
CBT
1539
Central Bank & Trust
Kentucky
$308K -$3.03K -20 -1%
FIMG
1540
Financial & Investment Management Group
Michigan
$307K +$2.13K +14 +0.7%
AF
1541
Affiance Financial
Minnesota
$306K – – –
GAM
1542
Gemmer Asset Management
California
$306K +$304 +2 +0.1%
SCA
1543
STALEY CAPITAL ADVISERS
Pennsylvania
$306K +$4.41K +29 +1%
AGM
1544
Alpine Global Management
New York
$304K +$304K +2,002 New
CC
1545
Cedar Capital
Illinois
$303K -$441K -2,905 -59%
CL
1546
Croft-Leominster
Maryland
$303K -$25.3K -167 -8%
AWMG
1547
Alliance Wealth Management Group
New Jersey
$303K – – –
PBO
1548
Peoples Bank (Ohio)
Ohio
$302K -$4.1K -27 -1%
RVPG
1549
Relative Value Partners Group
$302K – – –
FC
1550
Fayerweather Charles
$301K – – –
60 61
62
63 64