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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 %
IP
1676
Isthmus Partners
Wisconsin
$166K +$46.3K +314 +39%
OAJ
1677
Ogorek Anthony Joseph
New York
$158K – – –
PVH
1678
Psagot Value Holdings
Israel
$153K -$143K -940 -48%
HSA
1679
Hussman Strategic Advisors
Maryland
$151K – – –
KA
1680
Klingman & Associates
New York
$148K +$20.9K +138 +16%
BCM
1681
Blume Capital Management
California
$141K – – –
CFA
1682
Camarda Financial Advisors
Florida
$137K – – –
PCA
1683
Peddock Capital Advisors
Massachusetts
$135K +$135K +889 New
CFG
1684
CKW Financial Group
Hawaii
$129K +$454 +3 +0.4%
OAM
1685
Orinda Asset Management
California
$127K +$127K +837 New
TG
1686
TLP Group
Illinois
$126K -$495K -3,273 -80%
ACM
1687
Americafirst Capital Management
California
$125K – – –
KLI
1688
Kelman-Lazarov Inc
Tennessee
$125K -$23.5K -157 -16%
WA
1689
Winfield Associates
Ohio
$119K – – –
JGIA
1690
Jackson Grant Investment Advisers
Connecticut
$116K +$910 +6 +0.8%
WAS
1691
WESPAC Advisors SoCal
California
$115K +$103K +678 +837%
BCMIO
1692
Beacon Capital Management Inc (Ohio)
Ohio
$115K -$3.18K -21 -3%
EWM
1693
Edge Wealth Management
New York
$114K – – –
CFN
1694
Cordasco Financial Network
Florida
$114K – – –
CCMW
1695
Cypress Capital Management (Wyoming)
Wyoming
$112K – – –
TDC
1696
Thompson Davis & Co
Virginia
$111K -$174K -1,148 -61%
KPCM
1697
Kings Point Capital Management
New York
$111K – – –
TJHA
1698
Thomas J. Herzfeld Advisors
Florida
$111K +$912 +6 +0.8%
CII
1699
Capital International Inc
California
$110K – – –
CAL
1700
Capital Analysts LLC
Pennsylvania
$109K +$13.8K +91 +14%
66 67
68
69 70