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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 %
TIP
326
Torray Investment Partners
Maryland
$13.8M +$73.7K +508 +0.5%
RMA
327
Roffman Miller Associates
Pennsylvania
$13.6M +$923K +6,362 +7%
Asset Management One
328
Asset Management One
Japan
$13.6M -$202K -1,415 -1%
BTS
329
BB&T Securities
Virginia
$13.5M -$1.68M -11,575 -11%
TCT
330
TIAA CREF Trust
Missouri
$13.5M -$975K -6,719 -7%
ZIC
331
ZWJ Investment Counsel
Georgia
$13.4M -$111K -766 -0.8%
ZIG
332
Zuckerman Investment Group
Illinois
$13.4M -$7.73M -53,266 -37%
TAM
333
Tocqueville Asset Management
New York
$13.2M -$159K -1,095 -1%
MSU
334
Mizuho Securities USA
New York
$13.2M +$10.9M +75,087 +479%
SAM
335
Securian Asset Management
Minnesota
$13.1M +$120K +826 +0.9%
BC
336
Bruce & Co
Illinois
$13.1M – – –
WBC
337
Westpac Banking Corp
Australia
$13.1M -$8.03M -58,723 -38%
FCBT
338
First Citizens Bank & Trust
North Carolina
$13.1M +$9.34M +64,384 +251%
LH
339
Lebenthal Holdings
New York
$13M +$7.69M +52,980 +145%
CNAM
340
Campbell Newman Asset Management
Wisconsin
$12.9M +$1.19M +8,215 +10%
SCM
341
Suffolk Capital Management
New York
$12.9M +$6.73M +46,396 +110%
BC
342
Burney Company
Virginia
$12.9M +$2.53M +17,422 +24%
SCI
343
SkyBridge Capital II
New York
$12.8M +$4.09M +28,170 +47%
LAM
344
Lebenthal Asset Management
New York
$12.8M +$1.08M +7,411 +9%
PWAG
345
Polaris Wealth Advisory Group
California
$12.7M +$12.5M +86,301 +5,847%
ABTD
346
Arvest Bank Trust Division
Oklahoma
$12.6M +$79.9K +551 +0.6%
CIC
347
Canal Insurance Company
South Carolina
$12.6M – – –
SPC
348
Stewart & Patten Company
California
$12.6M +$11.2K +77 +0.1%
DILH
349
Dai-ichi Life Holdings
Japan
$12.6M +$1.54M +10,597 +14%
CIBC World Market
350
CIBC World Market
Ontario, Canada
$12.5M +$528K +3,641 +4%
12 13
14
15 16