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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
+$750M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$485M
3
Morgan Stanley
Morgan Stanley
New York
+$212M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$185M
5
Capital World Investors
Capital World Investors
California
+$148M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$5.4B
2
MAM
Magellan Asset Management
Australia
-$437M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$409M
4
Wells Fargo
Wells Fargo
California
-$232M
5
State Street
State Street
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
451
Calvert Investment Management
Maryland
$7.32M -$7.7M -53,040 -51%
CIA
452
Choate Investment Advisors
Massachusetts
$7.29M -$46.6K -321 -0.6%
SIRP
453
Shelter Insurance Retirement Plan
Missouri
$7.26M – – –
LC
454
Lourd Capital
California
$7.25M -$10.6K -73 -0.1%
CFB
455
Cullen/Frost Bankers
Texas
$7.22M -$299K -2,064 -4%
CCM
456
Cohen Capital Management
California
$7.21M – – –
SWP
457
Stratos Wealth Partners
Ohio
$7.19M +$1.23M +8,502 +21%
TBA
458
Tower Bridge Advisors
Pennsylvania
$7.18M -$1.62M -11,140 -18%
DBG
459
De Burlo Group
Massachusetts
$7.13M +$1.02M +7,060 +17%
Ninety One (UK)
460
Ninety One (UK)
United Kingdom
$7.11M +$2.36M +16,266 +50%
GIM
461
Grassi Investment Management
California
$7.1M +$1.74M +11,992 +32%
AMI
462
Amica Mutual Insurance
Rhode Island
$7.08M -$870K -5,992 -11%
EOJOAM
463
E. Ohman J:or Asset Management
Sweden
$7.07M -$30.3K -209 -0.4%
LI
464
Lafayette Investments
Maryland
$7.04M +$105K +721 +2%
AMAL
465
Asset Management Advisors LLC
Oklahoma
$7.02M -$3.2M -22,055 -31%
MCM
466
McRae Capital Management
New Jersey
$7M +$306K +2,107 +5%
AF
467
Ally Financial
Michigan
$6.98M – – –
IEFM
468
IQ EQ Fund Management
Ireland
$6.95M -$493K -3,127 -7%
MCM
469
Murphy Capital Management
New Jersey
$6.91M +$50.2K +346 +0.7%
PAS
470
Partnervest Advisory Services
California
$6.88M -$657K -4,526 -9%
NPC
471
National Planning Corporation
California
$6.86M +$269K +1,753 +4%
SGK
472
Steigerwald Gordon & Koch
Virginia
$6.86M +$348K +2,436 +5%
TCM
473
Tufton Capital Management
Maryland
$6.84M -$163K -1,121 -2%
BAC
474
Boys Arnold & Co
North Carolina
$6.83M +$3.05M +21,025 +81%
UB
475
UMB Bank
Missouri
$6.82M -$1.16M -7,993 -15%
17 18
19
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