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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 %
RIA
626
RPG Investment Advisory
California
$3.85M +$399K +2,753 +12%
LK
627
Lumbard & Kellner
New Hampshire
$3.84M -$155K -1,067 -4%
LJAC
628
L.J. Altfest & Co
New York
$3.83M +$1.56M +10,783 +69%
CAM
629
Columbia Asset Management
Michigan
$3.83M +$350K +2,415 +10%
HI
630
Horizon Investments
North Carolina
$3.82M -$37.3K -257 -1%
FFS
631
Founders Financial Securities
Maryland
$3.82M -$33.4K -230 -0.9%
ACM
632
Argyle Capital Management
Pennsylvania
$3.81M – – –
AIA
633
AIMZ Investment Advisors
California
$3.79M -$3.87M -26,683 -51%
HAIM
634
Hunter Associates Investment Management
Pennsylvania
$3.79M -$84.9K -585 -2%
BCM
635
Brookstone Capital Management
Illinois
$3.74M +$481K +3,314 +15%
DWT
636
Dorsey & Whitney Trust
South Dakota
$3.73M +$291K +2,002 +8%
SFA
637
Sequoia Financial Advisors
Ohio
$3.73M +$2.58M +17,757 +224%
VHAM
638
Van Hulzen Asset Management
California
$3.71M +$228K +1,570 +7%
PFSC
639
Peoples Financial Services Corp
Pennsylvania
$3.71M -$30.3K -209 -0.8%
SI
640
SII Investments
Wisconsin
$3.68M +$137K +944 +4%
BA
641
Boston Advisors
Massachusetts
$3.67M +$798K +5,503 +28%
PC
642
Palo Capital
California
$3.66M +$1.75M +12,064 +92%
SWM
643
SVA Wealth Management
Wisconsin
$3.64M -$8.27K -57 -0.2%
UAS
644
United Asset Strategies
New York
$3.61M +$358K +2,468 +11%
PWW
645
Pettyjohn Wood & White
Virginia
$3.6M +$45.4K +313 +1%
SYBT
646
Stock Yards Bank & Trust
Kentucky
$3.59M -$163K -1,125 -4%
JFGIW
647
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.59M -$64.4K -444 -2%
WIC
648
Whitegate Investment Counselors
New Hampshire
$3.58M +$3.58M +24,636 New
MYAM
649
Meiji Yasuda Asset Management
Japan
$3.57M +$1.6M +11,046 +81%
JG
650
Jefferies Group
New York
$3.54M -$1.04M -7,148 -23%
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