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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 %
FC
1551
Fayerweather Charles
$301K – – –
NDSI
1552
Newman Dignan & Sheerar Inc
Rhode Island
$301K – – –
JDR
1553
Jay D. Rosenbaum
$299K – – –
CCM
1554
Cullen Capital Management
New York
$299K +$299K +1,966 New
HHGA
1555
Halbert Hargrove Global Advisors
California
$298K -$44.8K -295 -13%
NCM
1556
Noesis Capital Mangement
Florida
$297K +$4.56K +30 +2%
SFM
1557
Systematic Financial Management
New Jersey
$294K – – –
MA
1558
MCF Advisors
Kentucky
$293K -$178K -1,171 -38%
CAM
1559
CG Asset Management
New York
$291K -$3.95K -26 -1%
BFIC
1560
Bedell Frazier Investment Counselling
California
$289K -$31.7K -209 -10%
CW
1561
Cobiz Wealth
Colorado
$289K -$11.4K -75 -4%
OBWP
1562
O'Brien Wealth Partners
Massachusetts
$289K – – –
CFS
1563
Commonwealth Financial Services
West Virginia
$289K +$76.2K +501 +36%
PM
1564
Penbrook Management
New York
$288K -$1.67K -11 -0.6%
PHAM
1565
Palisades Hudson Asset Management
Florida
$288K – – –
MCP
1566
Mirador Capital Partners
California
$288K – – –
AAS
1567
Annex Advisory Services
Wisconsin
$287K +$23.7K +156 +9%
BCAM
1568
Boston Common Asset Management
Massachusetts
$286K – – –
SIC
1569
Shoker Investment Counsel
Ohio
$285K +$303 +2 +0.1%
WMG
1570
WESCAP Management Group
California
$283K – – –
GWS
1571
Glassman Wealth Services
Virginia
$280K -$8.96K -59 -3%
NAM
1572
Needelman Asset Management
California
$277K -$67.5K -445 -20%
CIS
1573
Connors Investor Services
Pennsylvania
$277K – – –
VCP
1574
Vista Capital Partners
Oregon
$277K +$607 +4 +0.2%
BWFM
1575
Bridgewater Wealth & Financial Management
Maryland
$275K +$912 +6 +0.3%
61 62
63
64 65