IBM icon

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 %
JGIA
1751
Jackson Grant Investment Advisers
Connecticut
$122K +$949 +6 +0.8%
BCMIO
1752
Beacon Capital Management Inc (Ohio)
Ohio
$121K – – –
CAL
1753
Capital Analysts LLC
Pennsylvania
$121K +$6.22K +39 +5%
WAS
1754
WESPAC Advisors SoCal
California
$121K – – –
EWM
1755
Edge Wealth Management
New York
$120K – – –
CCMW
1756
Cypress Capital Management (Wyoming)
Wyoming
$118K – – –
TJHA
1757
Thomas J. Herzfeld Advisors
Florida
$117K +$954 +6 +0.8%
ACM
1758
Americafirst Capital Management
California
$117K -$14.3K -90 -11%
KPCM
1759
Kings Point Capital Management
New York
$116K – – –
RBC
1760
Roble Belko & Company
Pennsylvania
$112K – – –
HTHT
1761
Hemenway Trust Hemenway Trust
New Hampshire
$110K +$110K +690 New
SQA
1762
Simon Quick Advisors
New Jersey
$108K +$108K +680 New
KLI
1763
Kelman-Lazarov Inc
Tennessee
$108K -$24.9K -157 -19%
TCCM
1764
Timber Creek Capital Management
Massachusetts
$107K – – –
CF
1765
CenterStar Fund
Illinois
$103K -$466K – –
ACM
1766
AUA Capital Management
Pennsylvania
$100K +$100K +628 New
RPG
1767
Risk Paradigm Group
Texas
$98.8K +$27.5K +173 +39%
LYV
1768
Live Your Vision
Pennsylvania
$94K – – –
TDC
1769
Thompson Davis & Co
Virginia
$91K -$25K -158 -22%
FMP
1770
Financial Management Professionals
Texas
$89K +$315 +2 +0.4%
AOWM
1771
Alpha Omega Wealth Management
Virginia
$89K +$66.8K +422 +301%
PCP
1772
Proficio Capital Partners
Massachusetts
$86K +$3.49K +22 +4%
HCM
1773
Herndon Capital Management
Georgia
$83K +$69.5K +438 +515%
LF
1774
Lee Financial
Texas
$78K +$78K +490 New
Loomis, Sayles & Company
1775
Loomis, Sayles & Company
Massachusetts
$77K -$547K -3,430 -88%
69 70
71
72 73