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IBM
IBM

Overview Fund Activity

1,723 hedge funds and large institutions have $85.1B invested in IBM in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 611 increasing their positions, 771 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,723
Holders Change
+12
Holders Change %
+0.7%
% of All Funds
46.04%
Holding in Top 10
87
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-15.53%
% of All Funds
2.32%
New
95
Increased
611
Reduced
771
Closed
67
Calls
$2.1B
Puts
$2.44B
Net Calls
-$344M
Net Calls Change
-$369M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.83B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.08B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.13B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.42B
5
Capital World Investors
5
Capital World Investors
California
$808M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$49.5M
2
MAM
2
Magellan Asset Management
Australia
$519M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.32B
4
Wells Fargo
4
Wells Fargo
California
$781M
5
State Street
5
State Street
Massachusetts
$7.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
ELC
226
Edgar Lomax Company
Virginia
$25.8M +$1.27M +8,746 +5%
KCM
227
Kornitzer Capital Management
Kansas
$25.5M -$46.6K -321 -0.2%
Public Sector Pension Investment Board (PSP Investments)
228
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.4M +$3.69M +25,418 +17%
Nomura Asset Management
229
Nomura Asset Management
Japan
$25.1M -$1.64M -11,269 -6%
URS
230
Utah Retirement Systems
Utah
$24.5M -$364K -2,511 -1%
VDI
231
Vaughan David Investments
Illinois
$24.4M -$577K -3,975 -2%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$24.1M -$448K -3,085 -2%
NB
233
Norinchukin Bank
Japan
$23.9M -$10.2M -70,045 -30%
OC
234
Oppenheimer & Co
New York
$23.5M +$1.96M +13,523 +9%
WJA
235
Williams Jones & Associates
New York
$23.5M +$5.92M +40,775 +34%
LTFS
236
Ladenburg Thalmann Financial Services
Florida
$23.4M +$950K +6,547 +4%
CB
237
Commerce Bank
Missouri
$23.2M +$322K +2,221 +1%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$22.8M +$472K +3,256 +2%
ZIG
239
Zurich Insurance Group
Switzerland
$22.7M -$582K -4,014 -2%
SBCM
240
Schwerin Boyle Capital Management
Massachusetts
$22.7M -$94.9K -654 -0.4%
Macquarie Group
241
Macquarie Group
Australia
$22.5M +$10.9M +74,917 +94%
Lazard Asset Management
242
Lazard Asset Management
New York
$22.4M -$1.86M -12,818 -8%
RJFSA
243
Raymond James Financial Services Advisors
Florida
$22.2M -$674K -4,647 -3%
DADC
244
D.A. Davidson & Co
Montana
$22.1M +$908K +6,255 +4%
SWITC
245
Stewart West Indies Trading Company
Colorado
$22M – – –
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$21.9M +$141K +972 +0.6%
Baird Financial Group
247
Baird Financial Group
Wisconsin
$21.9M +$110K +744 +0.5%
CCP
248
Clarkston Capital Partners
Michigan
$21.9M +$1.38M +9,477 +7%
RFC
249
Regions Financial Corp
Alabama
$21.6M -$660K -4,546 -3%
BBHC
250
Brown Brothers Harriman & Co
New York
$21.6M -$607K -4,183 -3%
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