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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 %
HIMC
251
Heritage Investors Management Corp
Maryland
$21.6M +$39.6K +273 +0.2%
VLKIM
252
Van Lanschot Kempen Investment Management
Netherlands
$21.4M -$2.24M -15,447 -9%
CSIC
253
Clifford Swan Investment Counsel
California
$21.2M -$1.26M -8,717 -6%
SW
254
SVB Wealth
Massachusetts
$20.8M +$1.95M +13,467 +10%
SCM
255
SKBA Capital Management
California
$20.8M -$167K -1,151 -0.8%
RI
256
RWWM Inc
California
$20.5M -$312K -2,152 -2%
CB
257
Community Bank
New York
$20.3M -$450K -3,101 -2%
SAM
258
Silvercrest Asset Management
New York
$20M -$1.49M -10,255 -7%
WB
259
WesBanco Bank
West Virginia
$19.6M -$1.15M -7,946 -6%
OA
260
Oak Associates
Ohio
$19.6M +$70.8K +488 +0.4%
Creative Planning
261
Creative Planning
Kansas
$18.9M +$103K +708 +0.5%
FT
262
Fiduciary Trust
Massachusetts
$18.8M -$76.8K -529 -0.4%
CAM
263
Capstone Asset Management
Texas
$18.8M +$5.9M +40,672 +46%
SAMH
264
Shanda Asset Management Holdings
British Virgin Islands
$18.7M -$30.7M -211,584 -62%
LS
265
Livforsakringsbolaget Skandia
Sweden
$18.7M +$850K +5,858 +5%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$18.5M -$18.7M -129,029 -50%
FIM
267
Foresters Investment Management
New York
$18.2M +$351K +2,417 +2%
IGIM
268
I.G. Investment Management
Manitoba, Canada
$18.2M +$3.76M +25,940 +26%
Envestnet Asset Management
269
Envestnet Asset Management
Illinois
$18.1M +$1.11M +7,630 +7%
GIA
270
Guyasuta Investment Advisors
Pennsylvania
$18.1M -$22.1K -152 -0.1%
IRF
271
IBM Retirement Fund
New York
$18.1M -$299K -1,998 -2%
B
272
BP
United Kingdom
$18.1M – – –
MSA
273
Mason Street Advisors
Wisconsin
$18.1M +$183K +1,260 +1%
PL
274
Perpetual Ltd
Australia
$18M -$153K -1,055 -0.8%
ACPU
275
Arrowgrass Capital Partners (US)
Delaware
$17.9M +$7.89M +54,360 +79%
9 10
11
12 13