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

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$49.5M
2
MAM
Magellan Asset Management
Australia
$519M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.32B
4
Wells Fargo
Wells Fargo
California
$781M
5
State Street
State Street
Massachusetts
$7.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
351
Whittier Trust
California
$12.5M -$1.88M -12,962 -13%
BCM
352
Beddow Capital Management
Wyoming
$12.4M -$376K -2,589 -3%
MI
353
Markston International
New York
$12.1M -$13.2K -91 -0.1%
B
354
Barings
North Carolina
$12.1M +$1.51M +10,387 +14%
AG
355
Advisor Group
Arizona
$12M +$12M +82,911 New
SC
356
Scotia Capital
Ontario, Canada
$11.9M +$1.91M +13,187 +19%
MIM
357
Montgomery Investment Management
Maryland
$11.8M -$273K -1,883 -2%
WG
358
Welch Group
Alabama
$11.7M -$1.37M -9,410 -10%
RJT
359
Raymond James Trust
Florida
$11.7M +$134K +924 +1%
NRS
360
Neville Rodie & Shaw
New York
$11.6M -$198K -1,365 -2%
PGFC
361
Peapack-Gladstone Financial Corp
New Jersey
$11.6M -$694K -4,780 -6%
BF
362
BOK Financial
Oklahoma
$11.5M -$146K -1,009 -1%
DWA
363
Douglass Winthrop Advisors
New York
$11.5M -$522K -3,595 -4%
PAM
364
Private Asset Management
California
$11.5M -$278K -1,913 -2%
PCMK
365
Paragon Capital Management (Kansas)
Kansas
$11.4M +$11.4M +78,728 New
KRS
366
Kentucky Retirement Systems
Kentucky
$11.4M -$928K -6,394 -8%
MIM
367
Manitou Investment Management
Ontario, Canada
$11.4M -$111K -764 -1%
DC
368
Deere & Company
Illinois
$11.3M -$218K -1,503 -2%
CCM
369
Cadence Capital Management
Massachusetts
$11.1M -$2.22M -15,292 -17%
PAM
370
Palisade Asset Management
Minnesota
$11.1M -$116K -800 -1%
BFS
371
Bradley Foster & Sargent
Connecticut
$11.1M -$521K -3,594 -5%
SMI
372
Shelter Mutual Insurance
Missouri
$11M – – –
AB
373
Amalgamated Bank
New York
$11M +$5.34M +34,167 +95%
ECM
374
Estabrook Capital Management
New York
$10.9M -$438K -3,017 -4%
ARMC
375
American Research & Management Company
Massachusetts
$10.9M +$956K +6,590 +10%
13 14
15
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