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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 %
SAM
1801
Shamrock Asset Management
Texas
$27K – – –
LWA
1802
Lenox Wealth Advisors
New York
$25K -$208K -1,297 -89%
DPA
1803
Delphi Private Advisors
California
$24K -$6.6K -41 -22%
BC
1804
Barnett & Company
Tennessee
$24K – – –
HCM
1805
Horrell Capital Management
Arkansas
$23K – – –
WA
1806
WealthTrust-Arizona
Arizona
$17K +$162 +1 +1%
FPB
1807
First PREMIER Bank
South Dakota
$16K – – –
LS
1808
Livforsakringsbolaget Skandia
Sweden
$13.8K +$12.6K +79,608 +1,071%
MIFH
1809
Migdal Insurance & Financial Holdings
Israel
$9K +$9K +59 New
HWM
1810
Holloway Wealth Management
Florida
$8K – – –
ECM
1811
Exchange Capital Management
Michigan
$8K – – –
BCI
1812
Brinker Capital Investments
Pennsylvania
$7K – – –
MIM
1813
Macroview Investment Management
Maryland
$2K – – –
WAS
1814
Winch Advisory Services
Wisconsin
$2K +$2K +13 New
SLF
1815
Sun Life Financial
Ontario, Canada
$1.61K +$1.61K +279 New
GVT
1816
Genesee Valley Trust
New York
$784 – – –
PK
1817
Pflug Koory
Nebraska
$764 +$764 +4,812 New
FPF
1818
FNY Partners Fund
New York
$166 +$166 +1,046 New
MAM
1819
Magellan Asset Management
Australia
– -$554M -3,649,308 Closed
MTB
1820
Mizuho Trust & Banking
Japan
– -$235M -1,549,927 Closed
RP
1821
RBS Partners
Florida
– -$52.3M -344,346 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1822
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$28.6M -188,477 Closed
PL
1823
Perpetual Ltd
Australia
– -$17.5M -115,426 Closed
NG
1824
NatWest Group
United Kingdom
– -$15M -99,064 Closed
CG
1825
Clinton Group
New York
– -$12.6M -83,164 Closed
71 72
73
74 75