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IBM
IBM

Overview Fund Activity

1,814 hedge funds and large institutions have $93.8B invested in IBM in 2016 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 671 increasing their positions, 724 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+63
Holders Change %
+3.6%
% of All Funds
45.42%
Holding in Top 10
117
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+28.57%
% of All Funds
2.93%
New
171
Increased
671
Reduced
724
Closed
74
Calls
$2.07B
Puts
$2.48B
Net Calls
-$413M
Net Calls Change
-$439M

Top Buyers

1
Asset Management One
1
Asset Management One
Japan
$258M
2
Bank of America
2
Bank of America
North Carolina
$2.32B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.6B
4
State Street
4
State Street
Massachusetts
$8.47B
5
Wells Fargo
5
Wells Fargo
California
$1.24B

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.89B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$331M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
Barclays
5
Barclays
United Kingdom
$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
1701
Numeric Investors
Massachusetts
$216K – – –
DK
1702
Darrell & King
Virginia
$216K – – –
Walleye Trading
1703
Walleye Trading
New York
$216K +$216K +1,364 New
FIM
1704
Fernwood Investment Management
Massachusetts
$214K -$33.6K -212 -14%
MCM
1705
Monarch Capital Management
Indiana
$213K – – –
HCM
1706
Hilton Capital Management
New York
$212K -$818K -5,156 -79%
CWM
1707
Confluence Wealth Management
Oregon
$212K +$212K +1,337 New
QAM
1708
QCI Asset Management
New York
$211K +$4.77K +30 +2%
TFO
1709
Tarbox Family Office
California
$210K -$56.9K -359 -21%
KKAMG
1710
Kernodle & Katon Asset Management Group
Arkansas
$210K +$95.8K +603 +84%
FA
1711
Financial Advantage
Maryland
$210K +$210K +1,321 New
NSB
1712
Norway Savings Bank
Maine
$210K +$210K +1,323 New
RTS
1713
Round Table Services
New Jersey
$208K -$39.9K -252 -16%
LC
1714
Lincoln Capital
Nebraska
$208K +$208K +1,314 New
SIM
1715
SSI Investment Management
California
$208K +$208K +1,315 New
CIP
1716
Capital Insight Partners
Arizona
$207K -$7.94K -50 -4%
LPL Financial
1717
LPL Financial
California
$207K +$207K +1,297 New
AA
1718
Alesco Advisors
New York
$207K +$207K +1,302 New
SSWM
1719
Sheets Smith Wealth Management
North Carolina
$207K +$207K +1,305 New
LSC
1720
Lesa Sroufe & Co
Washington
$207K +$207K +1,308 New
LFA
1721
Landmark Financial Advisors
Kentucky
$204K -$16.4K -103 -7%
LBC
1722
Lawrence B. Cohen
$203K -$169K -1,065 -45%
HS
1723
Huntington Steele
Pennsylvania
$203K +$203K +1,277 New
VIM
1724
Veritas Investment Management
United Kingdom
$199K – – –
PCFFS
1725
Pacific Center for Financial Services
California
$195K +$195K +1,230 New
67 68
69
70 71