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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 %
WWM
1576
Willingdon Wealth Management
North Carolina
$234K +$234K +1,614 New
ACM
1577
Argent Capital Management
Missouri
$231K -$9.85K -68 -4%
DSI
1578
Daiwa SB Investments
Japan
$230K -$812K -5,610 -78%
NAM
1579
Nichols Asset Management
Massachusetts
$230K -$75.7K -523 -25%
CEP
1580
Chicago Equity Partners
Illinois
$230K +$230K +1,590 New
FC
1581
Fairpointe Capital
Illinois
$229K – – –
PAA
1582
Peregrine Asset Advisers
Oregon
$229K – – –
MCP
1583
Mirador Capital Partners
California
$229K +$229K +1,584 New
CIP
1584
Capital Insight Partners
Arizona
$228K +$228K +1,572 New
MSR
1585
Main Street Research
Connecticut
$227K -$183K -1,268 -45%
SAM
1586
Security Asset Management
New York
$227K -$47.9K -331 -17%
MS
1587
Marshall & Sullivan
Washington
$227K – – –
TWMP
1588
Taylor Wealth Management Partners
Massachusetts
$227K – – –
FWM
1589
FFT Wealth Management
Pennsylvania
$227K – – –
NSCM
1590
New South Capital Management
Tennessee
$227K – – –
MME
1591
Meag Munich Ergo
Germany
$227K – – –
NEPWA
1592
New England Private Wealth Advisors
Massachusetts
$226K +$226K +1,554 New
WPP
1593
Whalerock Point Partners
Rhode Island
$225K -$90.2K -624 -29%
WFG
1594
Windsor Financial Group
Minnesota
$225K -$15.2K -105 -6%
MSS
1595
Mitchell Sinkler & Starr
Pennsylvania
$223K -$49.1K -339 -18%
RAM
1596
Riggs Asset Management
Pennsylvania
$220K – – –
LSA
1597
L & S Advisors
California
$220K +$220K +1,517 New
HCM
1598
Hengehold Capital Management
Ohio
$220K +$220K +1,519 New
FCIM
1599
Fairview Capital Investment Management
California
$215K +$215K +1,484 New
RWM
1600
Rench Wealth Management
Texas
$215K +$215K +1,487 New
62 63
64
65 66