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 %
BAM
476
Bruderman Asset Management
New York
$6.81M +$2.7M +18,592 +66%
RBA
477
Richard Bernstein Advisors
New York
$6.73M – – –
CAM
478
Carret Asset Management
New York
$6.71M -$169K -1,162 -2%
PA
479
Pastel & Associes
France
$6.68M +$6.68M +46,024 New
MERSOM
480
Municipal Employees' Retirement System of Michigan
Michigan
$6.67M +$1.54M +10,607 +30%
SBH
481
Segall Bryant & Hamill
Illinois
$6.65M -$855K -5,890 -11%
MA
482
Montag & Associates
Georgia
$6.65M +$83.9K +578 +1%
Nomura Holdings
483
Nomura Holdings
Japan
$6.56M -$476K -3,275 -7%
TCOV
484
Trust Company of Vermont
Vermont
$6.52M -$471K -3,245 -7%
KCM
485
Kanawha Capital Management
Virginia
$6.45M -$64.1K -442 -1%
MCM
486
Matterhorn Capital Management
Texas
$6.41M +$1.8M +12,384 +39%
GJIC
487
Gamble Jones Investment Counsel
California
$6.4M -$102K -703 -2%
TRIM
488
Thompson Rubinstein Investment Management
Oregon
$6.36M +$293K +2,020 +5%
BUB
489
BBVA USA Bancshares
Texas
$6.28M +$851K +5,862 +16%
KCM
490
Kempner Capital Management
Texas
$6.23M – – –
PCM
491
Parsons Capital Management
Rhode Island
$6.21M +$250K +1,720 +4%
KFC
492
Klingenstein Fields & Co
New York
$6.19M +$151K +1,038 +2%
PL
493
Parthenon LLC
Kentucky
$6.18M – – –
AC
494
Allstate Corporation
Illinois
$6.16M -$798K -5,497 -11%
SFFS
495
Stonehage Fleming Financial Services
Jersey
$6.15M +$4.51M +31,066 +275%
CTA
496
Chesley Taft & Associates
Illinois
$6.14M +$193K +1,328 +3%
VV
497
Verity & Verity
South Carolina
$6.13M +$313K +2,158 +5%
Members Trust
498
Members Trust
Florida
$6.12M +$6.12M +42,200 New
ACC
499
Accident Compensation Corp
New Zealand
$6.08M +$273K +1,883 +5%
1SB
500
1ST Source Bank
Indiana
$6.07M -$17.3K -119 -0.3%
18 19
20
21 22