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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 %
FANJ
601
Financial Architects (New Jersey)
New Jersey
$4.19M +$3.25M +22,407 +348%
CAN
602
Cetera Advisor Networks
California
$4.19M -$286K -1,969 -6%
CCMINC
603
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.19M +$7.69K +53 +0.2%
TMAM
604
Tokio Marine Asset Management
Japan
$4.17M -$724K -4,992 -15%
DWM
605
Dorchester Wealth Management
Quebec, Canada
$4.15M -$20.5K -141 -0.5%
TNBTD
606
Trustmark National Bank Trust Department
Mississippi
$4.12M +$187K +1,289 +5%
NCM
607
Narwhal Capital Management
Georgia
$4.12M -$725 -5 -0%
PLFAM
608
Pineno Levin & Ford Asset Management
Virginia
$4.11M -$12K -83 -0.3%
AAA
609
Adams Asset Advisors
Texas
$4.11M +$1.28M +8,838 +45%
SIC
610
Salem Investment Counselors
North Carolina
$4.1M -$15.1K -104 -0.4%
EFS
611
Essex Financial Services
Connecticut
$4.07M -$30.6K -211 -0.7%
WSC
612
Wellington Shields & Co
New York
$4.01M +$92.7K +639 +2%
GWM
613
Geneos Wealth Management
Colorado
$4M -$362K -2,485 -8%
BFO
614
Boston Family Office
Massachusetts
$3.96M -$75.9K -523 -2%
Walleye Trading
615
Walleye Trading
New York
$3.96M +$3.96M +27,292 New
GA
616
Geneva Advisors
Illinois
$3.95M -$30.2K -208 -0.8%
OA
617
Outfitter Advisors
Virginia
$3.94M +$2.93M +20,214 +292%
WCF
618
West Coast Financial
California
$3.92M +$235K +1,620 +6%
WC
619
Woodstock Corp
Massachusetts
$3.9M +$77.9K +537 +2%
OMCS
620
Old Mutual Customised Solutions
South Africa
$3.9M – – –
MA
621
Marshwinds Advisory
Georgia
$3.86M +$11.3K +78 +0.3%
ACP
622
Aviance Capital Partners
Florida
$3.86M -$33.5K -231 -0.9%
GC
623
Grimes & Company
Massachusetts
$3.86M -$21.8K -150 -0.6%
GCM
624
Garland Capital Management
Washington
$3.86M +$22.8K +157 +0.6%
LBC
625
Lowe Brockenbrough & Co
Virginia
$3.85M -$47.7K -329 -1%
23 24
25
26 27