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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
1
Capital Research Global Investors
California
$1.67B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.63B
3
Wells Fargo
3
Wells Fargo
California
$1B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.99B
5
Barclays
5
Barclays
United Kingdom
$329M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$673M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$311M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$650M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$578M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPP
1626
Whalerock Point Partners
Rhode Island
$236K +$236K +1,556 New
HCA
1627
Horan Capital Advisors
Ohio
$235K -$39.8K -262 -14%
TC
1628
TradeLink Capital
Illinois
$232K +$232K +1,526 New
MBA
1629
McQueen Ball & Associates
Pennsylvania
$231K – – –
RWM
1630
Rench Wealth Management
Texas
$230K +$1.97K +13 +0.9%
AWM
1631
Altavista Wealth Management
North Carolina
$229K -$103K -680 -31%
CC
1632
Capital Counsel
New York
$226K – – –
FCIM
1633
Fairview Capital Investment Management
California
$225K – – –
CPP
1634
Crow Point Partners
Massachusetts
$225K +$225K +1,486 New
KIM
1635
Karpus Investment Management
New York
$222K – – –
DRD
1636
Dennis R. Delaney
$222K – – –
LWA
1637
Lenox Wealth Advisors
New York
$221K -$28K -184 -11%
HJA
1638
Hugh Johnson Advisors
New York
$221K – – –
EDRIA
1639
Edmonds Duncan Registered Investment Advisors
Kansas
$219K -$23.2K -157 -10%
TCM
1640
Tuttle Capital Management
Connecticut
$219K +$30.1K +198 +16%
IR
1641
Invictus RG
Bermuda
$218K +$158K +1,044 +266%
PJSIMP
1642
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K +$218K +1,433 New
RAM
1643
Riggs Asset Management
Pennsylvania
$217K – – –
BL
1644
Balentine LLC
Georgia
$216K +$25K +165 +13%
VCM
1645
Violich Capital Management
California
$215K -$16K -105 -7%
AIM
1646
Allen Investment Management
New York
$215K – – –
SWA
1647
SFMG Wealth Advisors
Texas
$214K – – –
BAM
1648
Boyar Asset Management
New York
$213K – – –
MSS
1649
Mitchell Sinkler & Starr
Pennsylvania
$212K -$28.7K -189 -12%
AW
1650
Alpha Windward
Massachusetts
$212K +$1.37K +9 +0.6%
64 65
66
67 68