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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 %
PWAG
1601
Polaris Wealth Advisory Group
California
$214K -$300K -2,068 -58%
BCM
1602
BlueCrest Capital Management
Jersey
$212K -$1.78M -12,307 -89%
FPCP
1603
Fort Point Capital Partners
California
$212K +$212K +1,462 New
KIM
1604
Karpus Investment Management
New York
$212K +$212K +1,464 New
DLHL
1605
Donald L. Hagan LLC
Florida
$209K -$913K -6,311 -81%
SCM
1606
Stonehearth Capital Management
Massachusetts
$209K +$209K +1,440 New
EDRE
1607
Edmond de Rothschild (Europe)
Luxembourg
$207K -$590K -4,073 -74%
DIA
1608
Dana Investment Advisors
Wisconsin
$206K +$206K +1,423 New
ZF
1609
Zhang Financial
Michigan
$206K +$206K +1,423 New
SWM
1610
Segment Wealth Management
Texas
$206K +$206K +1,425 New
RHFI
1611
Reilly Herbert Faulkner III
$205K -$50.8K -351 -20%
AIM
1612
Allen Investment Management
New York
$205K +$205K +1,413 New
MBA
1613
McQueen Ball & Associates
Pennsylvania
$205K +$205K +1,418 New
CCM
1614
Compass Capital Management
Minnesota
$204K -$24.9K -172 -11%
CFS
1615
Commonwealth Financial Services
West Virginia
$203K -$114K -784 -36%
QAM
1616
QCI Asset Management
New York
$203K -$29.8K -206 -13%
BAM
1617
Boyar Asset Management
New York
$203K +$203K +1,404 New
GCM
1618
Grisanti Capital Management
New York
$201K -$179K -1,243 -47%
BCM
1619
Beck Capital Management
Texas
$201K -$8.38K -58 -4%
NP
1620
NS Partners
United Kingdom
$201K +$201K +1,386 New
FNBOH
1621
First National Bank of Hutchinson
Kansas
$201K +$201K +1,418 New
RIG
1622
Renaissance Investment Group
Massachusetts
$200K +$200K +1,383 New
SIA
1623
SeaBridge Investment Advisors
New Jersey
$198K – – –
AW
1624
Alpha Windward
Massachusetts
$198K – – –
AA
1625
Apriem Advisors
California
$190K +$23.7K +164 +14%
63 64
65
66 67