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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 %
GCA
1851
Gideon Capital Advisors
New York
– -$754K -4,966 Closed
CAM
1852
CMT Asset Management
Illinois
– -$748K -4,925 Closed
JFA
1853
Johanson Financial Advisors
California
– -$669K -4,396 Closed
FO
1854
FT Options
Illinois
– -$623K -4,106 Closed
RHJA
1855
Rice Hall James & Associates
California
– -$600K -3,952 Closed
LCM
1856
Landscape Capital Management
New Jersey
– -$589K -3,880 Closed
GAM
1857
Gould Asset Management
California
– -$557K -3,666 Closed
NP
1858
NorthRock Partners
Minnesota
– -$333K -3,655 Closed
Two Sigma Investments
1859
Two Sigma Investments
New York
– -$470K -3,094 Closed
BBPWM
1860
Blue Bell Private Wealth Management
Pennsylvania
– -$460K -3,023 Closed
GGHC
1861
Gilder Gagnon Howe & Co
New York
– -$408K -2,684 Closed
Kayne Anderson Rudnick Investment Management
1862
Kayne Anderson Rudnick Investment Management
California
– -$396K -2,609 Closed
LA
1863
Lucus Advisors
New York
– -$394K -2,592 Closed
11A
1864
10-15 Associates
New York
– -$391K -2,575 Closed
JWM
1865
Jacobus Wealth Management
Wisconsin
– -$386K -2,542 Closed
RIA
1866
Regal Investment Advisors
Michigan
– -$383K -2,523 Closed
QC
1867
QCM Cayman
Texas
– -$371K -2,443 Closed
BFM
1868
Boothbay Fund Management
New York
– -$347K -2,284 Closed
JIM
1869
Jupiter Investment Management
United Kingdom
– -$322K -2,125 Closed
SIG
1870
Schooner Investment Group
Pennsylvania
– -$315K -2,092 Closed
ICM
1871
Ionic Capital Management
New York
– -$270K -1,778 Closed
RWA
1872
RGT Wealth Advisors
Texas
– -$261K -1,722 Closed
SAM
1873
Selway Asset Management
– -$254K -1,674 Closed
ZDA
1874
Zweig-DiMenna Associates
New York
– -$238K -1,569 Closed
TC
1875
TradeLink Capital
Illinois
– -$232K -1,526 Closed
72 73 74
75
76