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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 %
KRSITF
526
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.41M -$659K -4,543 -11%
LDB
527
Lee, Danner & Bass
Tennessee
$5.41M +$464K +3,200 +9%
BAAM
528
Baker Avenue Asset Management
California
$5.38M -$210K -1,448 -4%
FCH
529
Freestone Capital Holdings
Washington
$5.38M +$350K +2,409 +7%
IA
530
IFP Advisors
Florida
$5.36M +$4.21M +28,997 +365%
FM
531
Family Management
New York
$5.33M – – –
SBWIC
532
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.32M +$295K +2,033 +6%
OPCM
533
Osborne Partners Capital Management
California
$5.29M -$40K -276 -0.8%
AIP
534
Ameritas Investment Partners
Nebraska
$5.29M +$115K +796 +2%
LA
535
Lynch & Associates
Indiana
$5.28M +$353K +2,433 +7%
FMBTD
536
First Midwest Bank Trust Division
Illinois
$5.25M +$445K +3,064 +9%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$5.21M -$256K -1,765 -5%
DY
538
Dowling & Yahnke
California
$5.2M +$128K +880 +3%
APFBOT
539
Amica Pension Fund Board of Trustees
Rhode Island
$5.19M -$240K -1,657 -4%
Jane Street
540
Jane Street
New York
$5.19M -$21.6M -148,612 -81%
FNFDCM
541
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.13M -$90.4K -623 -2%
NMIMC
542
Northwestern Mutual Investment Management Company
Wisconsin
$5.11M -$9.43K -65 -0.2%
FSA
543
Franklin Street Advisors
North Carolina
$5.11M +$456K +3,140 +10%
BTW
544
Boston Trust Walden
Massachusetts
$5.09M +$304K +2,095 +6%
TCM
545
Twin Capital Management
Pennsylvania
$5.08M +$179K +1,234 +4%
CIP
546
Convergence Investment Partners
Florida
$5.08M +$3.44M +23,682 +209%
Victory Capital Management
547
Victory Capital Management
Texas
$5.07M +$403K +2,775 +9%
DIA
548
Denver Investment Advisors
Colorado
$5.06M -$126K -865 -2%
WPIC
549
White Pine Investment Company
Michigan
$5.02M +$414K +2,850 +9%
FNBOO
550
First National Bank of Omaha
Nebraska
$5.02M -$649K -4,471 -11%
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