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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
Capital Research Global Investors
California
+$535M
2
Morgan Stanley
Morgan Stanley
New York
+$449M
3
Wells Fargo
Wells Fargo
California
+$186M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
Barclays
Barclays
United Kingdom
+$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$713M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$180M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$133M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
201
United Capital Financial Advisors
Texas
$31.9M +$2.19M +14,390 +7%
CI
202
Conning Inc
Connecticut
$31.9M -$1.6M -10,530 -5%
AA
203
ALPS Advisors
Colorado
$31.9M +$4.23M +27,831 +15%
PIA
204
Piedmont Investment Advisors
North Carolina
$31.5M -$214K -1,412 -0.7%
HPC
205
HM Payson & Co
Maine
$31.3M -$9.68M -63,772 -24%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31M +$4.4M +28,974 +17%
DADC
207
D.A. Davidson & Co
Montana
$30.4M +$7.3M +48,065 +32%
PI
208
Putnam Investments
Massachusetts
$30.3M +$2.61M +17,166 +9%
GIM
209
Greylin Investment Management
Virginia
$29.7M +$97.8K +644 +0.3%
MPI
210
Mairs & Power Inc
Minnesota
$29.6M -$1.64M -10,778 -5%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$29.2M -$980K -6,455 -3%
LCM
212
Logan Capital Management
Pennsylvania
$28.6M +$31.4K +207 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
213
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.6M -$14.2M -93,460 -33%
HTI
214
Hikari Tsushin Inc
Japan
$28.4M – – –
BHWM
215
Bar Harbor Wealth Management
New Hampshire
$28.3M -$88.5K -583 -0.3%
EAM
216
Edge Asset Management
Washington
$28.1M -$5.1M -33,566 -15%
WF
217
Welch & Forbes
Massachusetts
$27.7M -$931K -6,130 -3%
AIA
218
Avalon Investment & Advisory
Texas
$27.5M +$10.3M +67,537 +59%
CA
219
Commerzbank Aktiengesellschaft
Germany
$27.4M -$5.58M -36,720 -17%
Nomura Asset Management
220
Nomura Asset Management
Japan
$27.2M +$936K +6,162 +4%
HCM
221
Holland Capital Management
Illinois
$27.1M -$2.53M -16,670 -9%
ARMC
222
American Research & Management Company
Massachusetts
$27M +$15.6M +102,791 +137%
ELC
223
Edgar Lomax Company
Virginia
$27M -$47.7K -314 -0.2%
CAM
224
ClariVest Asset Management
California
$26.9M -$670K -4,410 -2%
CBOA
225
Commonwealth Bank of Australia
Australia
$26.5M -$937K -6,171 -3%
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