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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 %
EA
1776
Euclid Advisors
Connecticut
– -$618K -4,257 Closed
LOAMS
1777
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$612K -4,216 Closed
MCM
1778
Moore Capital Management
New York
– -$571K -3,936 Closed
ACH
1779
ArrowMark Colorado Holdings
Colorado
– -$523K -3,607 Closed
Handelsbanken Fonder
1780
Handelsbanken Fonder
Sweden
– -$478K -3,294 Closed
BCM
1781
BlueCrest Capital Management
Jersey
– -$470K -3,239 Closed
RCAMU
1782
Rothschild & Co Asset Management US
Connecticut
– -$461K -3,179 Closed
JIM
1783
Jensen Investment Management
Oregon
– -$417K -2,877 Closed
AIM
1784
Assured Investment Management
New York
– -$417K -2,875 Closed
WC
1785
Wexford Capital
Florida
– -$384K -2,646 Closed
NCM
1786
Northroad Capital Management
New York
– -$328K -2,262 Closed
WI
1787
Wedgewood Investors
Pennsylvania
– -$310K -2,135 Closed
FTCM
1788
Fir Tree Capital Management
New York
– -$309K -2,129 Closed
Marshall Wace
1789
Marshall Wace
United Kingdom
– -$304K -2,092 Closed
LSA
1790
L & S Advisors
California
– -$303K -2,087 Closed
UF
1791
Univest Financial
Pennsylvania
– -$291K -2,003 Closed
CGL
1792
Clarius Group LLC
Washington
– -$271K -1,866 Closed
SWM
1793
Segment Wealth Management
Texas
– -$252K -1,738 Closed
HH
1794
HWG Holdings
Texas
– -$237K -1,634 Closed
RL
1795
Ruffer LLP
United Kingdom
– -$235K -1,621 Closed
CCB
1796
Cutter & Co Brokerage
Missouri
– -$221K -1,525 Closed
BPB
1797
Badgley, Phelps & Bell
Washington
– -$210K -1,446 Closed
ZF
1798
Zhang Financial
Michigan
– -$206K -1,423 Closed
HIIFS
1799
Harel Insurance Investments & Financial Services
Israel
– -$158K -1,089 Closed
SEIA
1800
Signature Estate & Investment Advisors
California
– -$147K -1,011 Closed
69 70 71
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