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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 %
RCG
1651
Ruggie Capital Group
Florida
$114K +$114K +786 New
WAS
1652
WESPAC Advisors SoCal
California
$114K +$84.1K +580 +286%
WA
1653
Winfield Associates
Ohio
$113K +$67.6K +468 +149%
BCM
1654
Blume Capital Management
California
$110K -$26.6K -183 -19%
EWM
1655
Edge Wealth Management
New York
$109K -$5.21K -36 -5%
JGIA
1656
Jackson Grant Investment Advisers
Connecticut
$109K +$723 +5 +0.7%
GWM
1657
Gupta Wealth Management
California
$108K -$144 -1 -0.1%
WIC
1658
Water Island Capital
New York
$108K +$108K +747 New
CCMW
1659
Cypress Capital Management (Wyoming)
Wyoming
$107K – – –
KPCM
1660
Kings Point Capital Management
New York
$105K – – –
CII
1661
Capital International Inc
California
$105K +$15.3K +105 +17%
KKAMG
1662
Kernodle & Katon Asset Management Group
Arkansas
$105K +$17K +117 +19%
CAL
1663
Capital Analysts LLC
Pennsylvania
$102K +$11K +76 +12%
RBC
1664
Roble Belko & Company
Pennsylvania
$99K +$20.8K +144 +27%
TCCM
1665
Timber Creek Capital Management
Massachusetts
$98K – – –
NC
1666
Northpointe Capital
Michigan
$95K -$5.11M -35,167 -98%
FMP
1667
Financial Management Professionals
Texas
$81K +$437 +3 +0.5%
ST
1668
Sphinx Trading
Illinois
$76K +$76K +523 New
EMG
1669
ETF Managers Group
New Jersey
$72K +$72K +435 New
CA
1670
CapWealth Advisors
Tennessee
$66K +$43.3K +300 +191%
SHJ
1671
Sharkey, Howes & Javer
Colorado
$65K – – –
RPG
1672
Risk Paradigm Group
Texas
$65K – – –
LOT
1673
Lombard Odier Transatlantic
Quebec, Canada
$61K – – –
AFIA
1674
America First Investment Advisors
Nebraska
$61K +$61K +418 New
IR
1675
Invictus RG
Bermuda
$59K -$451K -3,104 -88%
65 66
67
68 69