IBM icon

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 %
FAM
1676
Fred Alger Management
New York
$59K +$7.14K +49 +14%
WCM
1677
Wealthcare Capital Management
Virginia
$53K -$14K -96 -21%
AWMS
1678
Advocacy Wealth Management Services
Georgia
$51K – – –
SAMH
1679
Shanda Asset Management Holdings
British Virgin Islands
$49.3K +$2.36K +16,318 +5%
GXMC
1680
Global X Management Company
New York
$47K +$25.3K +173 +116%
SLF
1681
Sun Life Financial
Ontario, Canada
$45.3K +$45.3K +313 New
EDRAML
1682
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$45K – – –
OP
1683
Oldfield Partners
United Kingdom
$45K – – –
AIM
1684
Acrospire Investment Management
Illinois
$45K +$45K +314 New
DPA
1685
Delphi Private Advisors
California
$44K -$5.21K -36 -11%
Nuveen Asset Management
1686
Nuveen Asset Management
Illinois
$44K +$1.29K +8,933 +3%
NCMG
1687
NCM Capital Management Group
North Carolina
$42K – – –
LWM
1688
Lenox Wealth Management
Ohio
$41K +$12.5K +86 +44%
SC
1689
Skylands Capital
Wisconsin
$36K – – –
CPIG
1690
Chicago Partners Investment Group
Illinois
$32K -$222K -1,515 -87%
PAM
1691
PT Asset Management
Illinois
$30K -$135K -942 -82%
OFS
1692
Orrstown Financial Services
Pennsylvania
$30K -$60.1K -419 -67%
TSU
1693
TD Securities (USA)
New York
$30K – – –
RFWA
1694
RPg Family Wealth Advisory
Massachusetts
$27.3K +$3.05K +21 +13%
PCP
1695
Proficio Capital Partners
Massachusetts
$27K +$2.34K +16 +9%
MFT
1696
Moisand Fitzgerald Tamayo
Florida
$26K – – –
SAM
1697
Shamrock Asset Management
Texas
$24K – – –
BC
1698
Barnett & Company
Tennessee
$22K -$274K -1,882 -93%
UFA
1699
US Financial Advisors
Massachusetts
$21K -$228K -1,560 -92%
HCM
1700
Horrell Capital Management
Arkansas
$21K – – –
66 67
68
69 70