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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 %
EWM
551
Evercore Wealth Management
New York
$5.01M -$427K -2,946 -8%
SSB
552
Sandy Spring Bank
Maryland
$4.99M -$238K -1,608 -5%
CBTWT
553
Community Bank & Trust (Waco, Texas)
Texas
$4.97M +$57.8K +398 +1%
HIM
554
Hanlon Investment Management
New Jersey
$4.96M +$847K +5,838 +21%
VST
555
Van Strum & Towne
California
$4.92M -$28K -193 -0.6%
ANI
556
American National Insurance
Texas
$4.92M – – –
NLI
557
Nippon Life Insurance
Japan
$4.87M -$285K -1,962 -6%
SFA
558
Staton Financial Advisors
North Carolina
$4.86M -$118K -811 -2%
CCM
559
Catawba Capital Management
Virginia
$4.79M +$55.3K +381 +1%
CLOS
560
Compagnie Lombard Odier SCmA
Switzerland
$4.79M +$219K +1,511 +5%
HCM
561
Horan Capital Management
Maryland
$4.78M -$313K -2,160 -6%
RMSCM
562
R.M. Sincerbeaux Capital Management
New York
$4.77M -$30.6K -211 -0.6%
GC
563
Gratus Capital
Georgia
$4.77M +$4.77M +32,876 New
PP
564
Palladium Partners
Virginia
$4.76M -$198K -1,364 -4%
CA
565
Cullinan Associates
Kentucky
$4.75M -$418K -2,878 -8%
RJA
566
Robshaw & Julian Associates
New York
$4.71M -$1.09M -7,531 -19%
SCA
567
Salient Capital Advisors
Texas
$4.68M +$498K +3,433 +12%
GLA
568
Great Lakes Advisors
Illinois
$4.67M +$676K +4,656 +17%
CNBT
569
Canandaigua National Bank & Trust
New York
$4.61M +$235K +1,620 +5%
BPC
570
Banque Pictet & Cie
Switzerland
$4.59M -$345K -2,376 -7%
AUB
571
Atlantic Union Bankshares
Virginia
$4.58M +$412K +2,837 +10%
LIA
572
LS Investment Advisors
Michigan
$4.57M +$110K +758 +2%
B
573
Bailard
California
$4.54M +$240K +1,657 +6%
AIC
574
Argus Investors Counsel
New York
$4.53M -$158K -1,088 -3%
Thrivent Financial for Lutherans
575
Thrivent Financial for Lutherans
Minnesota
$4.52M +$201K +1,382 +5%
21 22
23
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