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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 %
AI
426
Ariel Investments
Illinois
$8.4M – – –
RC
427
RBO & Co
California
$8.26M +$251K +1,733 +3%
BCM
428
Buckhead Capital Management
Georgia
$8.09M +$420K +2,892 +5%
JIC
429
Johnson Investment Counsel
Ohio
$8.05M -$48.3K -333 -0.6%
FNB
430
First Niagara Bank
New York
$8.04M -$145K -998 -2%
DCM
431
Dupont Capital Management
Delaware
$8.03M -$42.7K -294 -0.5%
EHC
432
Everett Harris & Co
California
$8.02M -$1.11M -7,619 -12%
PAG
433
Private Advisor Group
New Jersey
$8M -$2.39M -15,586 -23%
WTC
434
WhitTier Trust Company
Nevada
$7.93M -$192K -1,324 -2%
CIA
435
Capital Investment Advisors
Georgia
$7.89M +$79.4K +547 +1%
CS
436
Candriam SCA
Luxembourg
$7.86M +$3.61M +24,868 +85%
TFA
437
Transamerica Financial Advisors
Florida
$7.81M +$2.49M +17,190 +47%
AIA
438
Affinity Investment Advisors
California
$7.78M +$6.37M +43,868 +449%
AAM
439
AR Asset Management
California
$7.77M +$152K +1,046 +2%
JGUA
440
John G. Ullman & Associates
New York
$7.75M -$421K -2,903 -5%
Citadel Advisors
441
Citadel Advisors
Florida
$7.68M -$11.7M -80,671 -60%
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$7.57M +$391K +2,693 +5%
SFG
443
Sather Financial Group
Texas
$7.56M +$348K +2,395 +5%
RWA
444
Ropes Wealth Advisors
Massachusetts
$7.56M +$755K +5,202 +11%
MFS
445
MSI Financial Services
Massachusetts
$7.51M +$431K +2,969 +6%
DC
446
Davenport & Co
Virginia
$7.45M +$117K +809 +2%
AT
447
Acadia Trust
Maine
$7.44M -$176K -1,212 -2%
RG
448
Rathbones Group
United Kingdom
$7.41M +$290K +2,000 +4%
CCT
449
Chemung Canal Trust
New York
$7.38M +$506K +3,488 +7%
BIC
450
Bridges Investment Counsel
Nebraska
$7.34M -$329K -2,267 -4%
16 17
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