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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 %
SMM
726
Stadion Money Management
Georgia
$2.8M +$30.5K +210 +1%
SCM
727
Schnieders Capital Management
California
$2.79M -$7.55K -52 -0.3%
PPSG
728
Princeton Portfolio Strategies Group
New Jersey
$2.78M -$78.1K -538 -3%
CPO
729
Cerity Partners OCIO
New York
$2.78M +$79.7K +560 +3%
MRCM
730
M&R Capital Management
New Jersey
$2.77M +$1.77M +32,349 +177%
BCM
731
Boyle Capital Management
Iowa
$2.77M -$349K -2,402 -11%
GCA
732
Guardian Capital Advisors
Ontario, Canada
$2.76M +$136K +978 +5%
AMIM
733
Aull & Monroe Investment Management
Alabama
$2.74M -$64.4K -444 -2%
RT
734
Rockland Trust
Massachusetts
$2.73M +$61.7K +425 +2%
ZAM
735
Zevin Asset Management
Massachusetts
$2.72M +$16.1K +111 +0.6%
HAM
736
Highstreet Asset Management
Ontario, Canada
$2.71M -$615K -4,242 -18%
M
737
MOTCO
Texas
$2.71M +$141K +972 +5%
PIM
738
Progressive Investment Management
Oregon
$2.7M +$66.3K +457 +3%
VAM
739
Visionary Asset Management
Texas
$2.7M +$82.8K +571 +3%
OI
740
Oakbrook Investments
Illinois
$2.69M +$60.8K +419 +2%
RB
741
Rodgers Brothers
Pennsylvania
$2.68M +$609K +4,195 +29%
FPTW
742
Franklin, Parlapiano, Turner & Welch
Texas
$2.67M +$73.3K +505 +3%
BAM
743
Berkshire Asset Management
Pennsylvania
$2.67M +$385K +2,656 +17%
B
744
BancorpSouth
Mississippi
$2.66M +$176K +1,210 +7%
CHC
745
City Holding Co
West Virginia
$2.66M +$521K +3,589 +24%
NSAM
746
North Star Asset Management
Wisconsin
$2.65M -$196K -1,352 -7%
SC
747
SouthState Corp
Florida
$2.65M -$115K -796 -4%
BAS
748
Brown Advisory Securities
Maryland
$2.63M +$71.3K +492 +3%
SRC
749
Shufro Rose & Co
New York
$2.63M -$91K -627 -3%
WIC
750
Wilkins Investment Counsel
Massachusetts
$2.63M -$34K -234 -1%
28 29
30
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