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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 %
MAM
576
Meeder Asset Management
Ohio
$4.52M -$412K -2,840 -8%
RW
577
Rand Wealth
Maryland
$4.51M -$209K -1,439 -4%
FAT
578
First American Trust
California
$4.5M -$330K -2,274 -7%
PIM
579
Penobscot Investment Management
Massachusetts
$4.48M +$87.9K +606 +2%
HC
580
Hourglass Capital
Texas
$4.47M +$90.2K +622 +2%
FPFS
581
First Personal Financial Services
North Carolina
$4.43M +$520K +3,587 +13%
ECAM
582
East Coast Asset Management
Massachusetts
$4.37M +$654K +4,504 +18%
IMOV
583
Investment Management of Virginia
Virginia
$4.36M +$114K +785 +3%
UR
584
USCA RIA
Texas
$4.36M +$859K +5,923 +25%
PG
585
PEAK6 Group
Illinois
$4.35M +$4.35M +29,969 New
BCM
586
Birmingham Capital Management
Alabama
$4.35M -$722K -4,974 -14%
GLRA
587
Gerald L. Ray & Associates
Texas
$4.35M -$11.5K -79 -0.3%
CCFCSB
588
Cape Cod Five Cents Savings Bank
Massachusetts
$4.34M -$96.2K -663 -2%
IHL
589
Investment House LLC
California
$4.34M -$117K -805 -3%
RIL
590
Rothschild Investment LLC
Illinois
$4.33M -$153K -1,057 -3%
MIM
591
Marco Investment Management
Georgia
$4.33M -$629K -4,335 -13%
OWD
592
Osborn Williams & Donohoe
Ohio
$4.32M -$121K -834 -3%
LNB
593
Ledyard National Bank
$4.31M -$593K -4,089 -12%
NIA
594
Northstar Investment Advisors
Colorado
$4.3M +$873K +6,019 +25%
CCA
595
Catalyst Capital Advisors
New York
$4.3M -$748K -5,158 -15%
SCM
596
Sterling Capital Management
North Carolina
$4.28M +$301K +2,073 +8%
FNT
597
First National Trust
Pennsylvania
$4.26M +$160K +1,103 +4%
HTC
598
Haverford Trust Company
Pennsylvania
$4.26M -$137K -941 -3%
AT
599
Argent Trust
Texas
$4.22M +$51.9K +358 +1%
NPF
600
Norris Perne & French
Michigan
$4.2M +$235K +1,619 +6%
22 23
24
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