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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
$597M
2
Fidelity International
Fidelity International
Bermuda
$327M
3
Morgan Stanley
Morgan Stanley
New York
$914M
4
State Street
State Street
Massachusetts
$7.7B
5
BFA
BlackRock Fund Advisors
California
$1.92B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$8.22B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$104M
3
Barclays
Barclays
United Kingdom
$168M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$540M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$53.9M -$2.72M -18,800 -5%
Bessemer Group
152
Bessemer Group
New Jersey
$53.4M +$41.9M +289,733 +366%
CGT
153
Capital Guardian Trust
California
$53.1M +$7.55M +52,145 +17%
GAM
154
Gotham Asset Management
New York
$52.9M +$10.4M +71,682 +24%
Comerica Bank
155
Comerica Bank
Texas
$52.4M +$28.4K +196 +0.1%
LCOV
156
London Company of Virginia
Virginia
$51.8M -$1.31M -9,040 -2%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$50.6M -$31.2M -215,292 -38%
BNP Paribas Asset Management
158
BNP Paribas Asset Management
France
$50.4M -$867K -5,989 -2%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$48.6M +$3.55M +24,507 +8%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$48.5M -$1.01M -6,994 -2%
NFA
161
Nationwide Fund Advisors
Ohio
$47.4M -$2.88M -19,903 -6%
EAM
162
Edge Asset Management
Washington
$46.7M +$2.2M +15,214 +5%
LPL Financial
163
LPL Financial
California
$46.4M +$3.73M +26,012 +9%
TPSF
164
Texas Permanent School Fund
Texas
$46.2M -$1.56M -10,807 -3%
Brown Advisory
165
Brown Advisory
Maryland
$46M -$19.9M -137,682 -30%
Fayez Sarofim & Co
166
Fayez Sarofim & Co
Texas
$45.6M -$132M -911,446 -74%
SAC
167
Smith Affiliated Capital
New York
$45.4M -$41.3M – –
SDIC
168
South Dakota Investment Council
South Dakota
$44M -$863K -5,962 -2%
DRZID
169
DePrince Race & Zollo Inc (DRZ)
Florida
$44M -$9.89M -68,337 -18%
State of New Jersey Common Pension Fund D
170
State of New Jersey Common Pension Fund D
New Jersey
$43.9M – – –
JPMPWA
171
J.P. Morgan Private Wealth Advisors
California
$43.2M -$4.3M -29,716 -9%
JHIU
172
Janus Henderson Investors US
Colorado
$43.1M -$7.19M -49,649 -14%
GG
173
Gofen & Glossberg
Illinois
$42.9M -$1.36M -9,404 -3%
GIBU
174
Gulf International Bank (UK)
United Kingdom
$42.2M +$12.2K +84 +0%
USAA
175
United Services Automobile Association
Texas
$41.9M -$339K -2,342 -0.8%
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