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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 %
EF
1776
Empirical Finance
Pennsylvania
$77K +$77K +480 New
IR
1777
Invictus RG
Bermuda
$76K -$151K -956 -67%
MIC
1778
MU Investments Company
Japan
$74K -$38.4K -241 -34%
SIAP
1779
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$74K +$74K +463 New
SHJ
1780
Sharkey, Howes & Javer
Colorado
$71K – – –
WCM
1781
Wealthcare Capital Management
Virginia
$69K +$10.3K +65 +18%
ST
1782
Sphinx Trading
Illinois
$66K – – –
RFWA
1783
RPg Family Wealth Advisory
Massachusetts
$63.7K +$2.54K +16 +4%
FAM
1784
Fred Alger Management
New York
$58K -$3.79K -24 -6%
IUHSA
1785
Itau Unibanco Holding S.A.
Brazil
$58K +$4.91K +31 +9%
CPP
1786
Crow Point Partners
Massachusetts
$51K -$184K -1,163 -78%
PRS
1787
Pinkerton Retirement Specialists
Idaho
$51K +$4.88K +31 +11%
LWM
1788
Lenox Wealth Management
Ohio
$46K +$10.8K +69 +31%
NCM
1789
New Capital Management
Texas
$42K +$42K +264 New
SC
1790
Skylands Capital
Wisconsin
$40K – – –
GBT
1791
Grove Bank & Trust
Florida
$40K +$23.4K +148 +141%
Capstone Investment Advisors
1792
Capstone Investment Advisors
New York
$38K -$320K -2,057 -89%
SIM
1793
Sonora Investment Management
Arizona
$33.2K – – –
OFS
1794
Orrstown Financial Services
Pennsylvania
$32K – – –
CPIG
1795
Chicago Partners Investment Group
Illinois
$30K – – –
AIM
1796
Arcadia Investment Management
Michigan
$29K -$53.9K -340 -65%
RWG
1797
Regal Wealth Group
California
$29K – – –
SCA
1798
Stuart Chaussee & Associates
California
$29K +$29K +183 New
PA
1799
Perennial Advisors
New York
$29K +$29K +183 New
WAP
1800
Wealthcare Advisory Partners
Pennsylvania
$28K – – –
70 71
72
73 74