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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 %
AOWM
1701
Alpha Omega Wealth Management
Virginia
$20K – – –
CG
1702
Cutler Group
California
$15K -$829K -5,805 -98%
GBT
1703
Grove Bank & Trust
Florida
$15K -$373K -2,614 -96%
WA
1704
WealthTrust-Arizona
Arizona
$15K -$6.39K -43 -30%
BCI
1705
Brinker Capital Investments
Pennsylvania
$6K +$5.05K +37 +529%
MIM
1706
Marco Investment Management
Georgia
$4.95K +$697 +4,812 +16%
UMA
1707
USA Mutuals Advisors
Texas
$3K – – –
MIM
1708
Macroview Investment Management
Maryland
$2K -$2.63K -21 -57%
UOTTAIMCU
1709
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K +$1K +9 New
EWM
1710
Endurance Wealth Management
Rhode Island
$658 +$71 +492 +12%
HW
1711
Hancock Whitney
Mississippi
$380 -$6 -43 -2%
OCM
1712
One Capital Management
California
$293 +$34 +233 +13%
PCM
1713
Penserra Capital Management
California
$27 -$60 -420 -69%
Sanders Capital
1714
Sanders Capital
Florida
– -$159M -1,212,213 Closed
Two Sigma Investments
1715
Two Sigma Investments
New York
– -$109M -826,542 Closed
Coatue Management
1716
Coatue Management
New York
– -$60.6M -460,341 Closed
Swedbank
1717
Swedbank
Sweden
– -$60.3M -452,469 Closed
WT
1718
Wellcome Trust
United Kingdom
– -$55M -418,400 Closed
IG
1719
ING Group
Netherlands
– -$38.1M -289,354 Closed
VanEck Associates
1720
VanEck Associates
New York
– -$35.3M -268,187 Closed
BKBG
1721
BHF Kleinwort Benson Group
Belgium
– -$29.1M -220,852 Closed
Voloridge Investment Management
1722
Voloridge Investment Management
Florida
– -$23.3M -177,353 Closed
QAM
1723
Quentec Asset Management
New York
– -$20M -151,670 Closed
RCAMU
1724
Rothschild & Co Asset Management US
Connecticut
– -$19.7M -149,616 Closed
SCM
1725
Stevens Capital Management
Pennsylvania
– -$17.5M -133,291 Closed
67 68
69
70 71