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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 %
VC
1551
Vestor Capital
Illinois
$253K -$61.3K -424 -20%
KL
1552
Kinsight LLC
Alabama
$253K – – –
RL
1553
Ruffer LLP
United Kingdom
$253K – – –
GS
1554
Girard Securities
California
$251K -$87.8K -611 -26%
Edgewood Management
1555
Edgewood Management
Connecticut
$250K -$13.8K -95 -5%
LA
1556
LVW Advisors
New York
$249K -$7.96K -55 -3%
ACM
1557
Armbruster Capital Management
New York
$248K – – –
CC
1558
Capital Counsel
New York
$246K -$576K -3,974 -70%
VCM
1559
Versant Capital Management
Arizona
$246K -$9.97K -69 -4%
SHWM
1560
Smith & Howard Wealth Management
Georgia
$245K – – –
RTS
1561
Round Table Services
New Jersey
$245K +$245K +1,688 New
PFG
1562
Piershale Financial Group
Illinois
$242K – – –
NPPM
1563
North Point Portfolio Managers
Ohio
$242K – – –
DA
1564
Dillon & Associates
Michigan
$242K – – –
SAM
1565
Selway Asset Management
$242K – – –
JRP
1566
Jasper Ridge Partners
California
$242K – – –
HCM
1567
Highlander Capital Management
New Jersey
$241K – – –
CFP
1568
Cornerstone Financial Partners
North Carolina
$240K -$593K -4,080 -71%
VCP
1569
Vista Capital Partners
Oregon
$239K +$580 +4 +0.2%
EDRIA
1570
Edmonds Duncan Registered Investment Advisors
Kansas
$237K – – –
LWA
1571
Lenox Wealth Advisors
New York
$237K – – –
WDL
1572
Well Done LLC
Michigan
$237K – – –
Royal London Asset Management
1573
Royal London Asset Management
United Kingdom
$237K +$235K +37,205,796 +10,207%
AWM
1574
Affinity Wealth Management
Delaware
$235K +$235K +1,624 New
HF
1575
Hoxton Financial
West Virginia
$234K +$60.5K +418 +35%
61 62
63
64 65