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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 %
ACM
276
Azimuth Capital Management
Michigan
$17.9M +$179K +1,234 +1%
CIC
277
Chilton Investment Company
Connecticut
$17.8M +$15.9M +109,830 +841%
DP
278
Dearborn Partners
Illinois
$17.5M +$488K +3,366 +3%
TRSOTSOK
279
Teachers Retirement System of the State of Kentucky
Kentucky
$17.5M -$759K -5,230 -4%
IIM
280
Intact Investment Management
Quebec, Canada
$17.5M -$30.3K -209 -0.2%
PR
281
Payden & Rygel
California
$17.4M – – –
SIG
282
Schaller Investment Group
North Carolina
$17.4M +$12K +83 +0.1%
ACM
283
Advisors Capital Management
New Jersey
$17.3M +$1.82M +12,558 +12%
Janus Henderson Group
284
Janus Henderson Group
United Kingdom
$17.2M -$1.62M -11,181 -9%
FFA
285
First Foundation Advisors
California
$17M -$524K -3,609 -3%
Calamos Advisors
286
Calamos Advisors
Illinois
$16.9M -$146K -1,004 -0.9%
DnB Asset Management
287
DnB Asset Management
Norway
$16.9M -$243K -1,674 -1%
AAMU
288
Amundi Asset Management US
Massachusetts
$16.7M +$1.43M +9,867 +9%
AIA
289
Avalon Investment & Advisory
Texas
$16.5M +$16.5M +113,604 New
BC
290
Bartlett & Co
Ohio
$16.3M -$288K -1,987 -2%
PI
291
PineBridge Investments
New York
$16.1M -$7.21M -49,721 -31%
PTC
292
Philadelphia Trust Company
Pennsylvania
$15.9M -$1.74M -12,008 -10%
EARNEST Partners
293
EARNEST Partners
Georgia
$15.9M -$377K -2,598 -2%
MA
294
MUFG Americas
New York
$15.9M -$1.23M -8,495 -7%
ZIM
295
Zacks Investment Management
Illinois
$15.8M +$15M +103,589 +1,943%
GF
296
Gabelli Funds
New York
$15.8M -$3.79M -26,150 -19%
JIR
297
James Investment Research
Ohio
$15.7M +$15.5M +106,830 +10,165%
PSUF
298
People's United Financial
Connecticut
$15.7M +$433K +2,983 +3%
NMERB
299
New Mexico Educational Retirement Board
New Mexico
$15.6M +$638K +4,394 +4%
MOACM
300
Mutual of America Capital Management
New York
$15.6M +$432K +2,975 +3%
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