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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 %
VIM
1626
Veritas Investment Management
United Kingdom
$182K – – –
BL
1627
Balentine LLC
Georgia
$182K +$290 +2 +0.2%
TCM
1628
Tuttle Capital Management
Connecticut
$176K +$4.09K +29 +2%
NYLT
1629
New York Life Trust
New York
$169K -$5.93K -41 -3%
NEAM
1630
New England Asset Management
Connecticut
$167K – – –
CAW
1631
Cornerstone Advisors (Washington)
Washington
$162K +$13.9K +96 +9%
VIMU
1632
Veritas Investment Management (UK)
United Kingdom
$158K – – –
CAL
1633
Capital Advisors Ltd
Ohio
$158K +$144 +1 +0.1%
JIR
1634
James Investment Research
Ohio
$152K -$37.9K -262 -20%
OAJ
1635
Ogorek Anthony Joseph
New York
$151K -$28K -193 -16%
TDC
1636
Thompson Davis & Co
Virginia
$150K -$37.5K -260 -20%
CFG
1637
CKW Financial Group
Hawaii
$145K +$23.1K +160 +19%
KLI
1638
Kelman-Lazarov Inc
Tennessee
$145K +$145K +994 New
HSA
1639
Hussman Strategic Advisors
Maryland
$144K – – –
TCM
1640
TD Capital Management
Tennessee
$137K – – –
CHP
1641
Cable Hill Partners
Oregon
$135K +$51.5K +352 +62%
RWG
1642
Regal Wealth Group
California
$133K – – –
PFO
1643
Pathstone Family Office
New Jersey
$132K +$132K +908 New
CFA
1644
Camarda Financial Advisors
Florida
$131K – – –
OSNBOA
1645
Old Second National Bank of Aurora
Illinois
$125K -$32.7K -226 -21%
BCMIO
1646
Beacon Capital Management Inc (Ohio)
Ohio
$121K -$41K -282 -25%
KA
1647
Klingman & Associates
New York
$121K – – –
IP
1648
Isthmus Partners
Wisconsin
$118K – – –
SEIA
1649
Signature Estate & Investment Advisors
California
$118K +$118K +814 New
CFN
1650
Cordasco Financial Network
Florida
$114K – – –
64 65
66
67 68