IBM icon

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 %
Robeco Institutional Asset Management
376
Robeco Institutional Asset Management
Netherlands
$10.9M +$887K +6,112 +9%
KA
377
KLCM Advisors
Wisconsin
$10.8M +$590K +4,066 +6%
BFG
378
Beacon Financial Group
Texas
$10.8M +$84.2K +593 +0.8%
HAI
379
Hennessy Advisors Inc
California
$10.8M +$554K +3,818 +5%
ISL
380
Ingalls & Snyder LLC
New York
$10.8M -$1.89M -13,054 -15%
PA
381
Pinnacle Associates
New York
$10.8M +$295K +2,031 +3%
COPPSERS
382
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.7M +$776K +5,347 +8%
SOADOR
383
State of Alaska Department of Revenue
Alaska
$10.7M +$78.9K +544 +0.7%
RFS
384
Rockefeller Financial Services
New York
$10.6M -$1.85M -12,726 -15%
FBC
385
Fairfield, Bush & Co
Connecticut
$10.6M -$181K -1,248 -2%
PWLP
386
Prio Wealth Limited Partnership
Massachusetts
$10.6M -$265K -1,829 -2%
SIM
387
Sentry Investment Management
Wisconsin
$10.6M – – –
William Blair & Company
388
William Blair & Company
Illinois
$10.5M -$757K -5,217 -7%
FAAS
389
First Allied Advisory Services
California
$10.5M -$251K -1,722 -2%
BBA
390
BLB&B Advisors
Pennsylvania
$10.5M +$20.9K +144 +0.2%
FMI
391
Factory Mutual Insurance
Massachusetts
$10.4M – – –
Daiwa Securities Group
392
Daiwa Securities Group
Japan
$10.2M +$1.37M +9,414 +15%
AAM
393
Augustine Asset Management
Florida
$10.2M +$163K +1,120 +2%
V
394
Veritable
Delaware
$10.2M +$643K +4,430 +7%
FTIOP
395
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10M -$833K -5,737 -8%
OTPPB
396
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10M -$78.8K -543 -0.8%
SBIA
397
Sheaff Brock Investment Advisors
Indiana
$9.95M -$1.34M -9,240 -12%
TU
398
TDAM USA
Ontario, Canada
$9.9M -$137K -943 -1%
PFM
399
Parsec Financial Management
North Carolina
$9.88M +$299K +2,064 +3%
Bank of Nova Scotia
400
Bank of Nova Scotia
Ontario, Canada
$9.88M -$1.77M -12,186 -15%
14 15
16
17 18