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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 %
JPMIA
751
J.P. Marvel Investment Advisors
Massachusetts
$2.62M -$126K -870 -5%
SGAM
752
Steinberg Global Asset Management
Florida
$2.62M +$2.32K +16 +0.1%
IAA
753
Ironsides Asset Advisors
North Carolina
$2.62M -$28.6K -197 -1%
SCI
754
S&CO Inc
Massachusetts
$2.59M – – –
IC
755
Inverness Counsel
New York
$2.57M +$75.9K +523 +3%
FHA
756
First Horizon Advisors
Tennessee
$2.55M -$173K -1,194 -6%
BA
757
Birinyi Associates
Connecticut
$2.55M +$49.3K +340 +2%
RCM
758
RNC Capital Management
California
$2.53M +$57.5K +396 +2%
WAM
759
Weatherly Asset Management
California
$2.5M +$186K +1,284 +8%
ST
760
Spinnaker Trust
Maine
$2.5M -$64.3K -443 -3%
MAA
761
Matrix Asset Advisors
New York
$2.48M +$103K +710 +4%
MYLI
762
Meiji Yasuda Life Insurance
Japan
$2.48M -$376K -2,594 -13%
PGA
763
Portland Global Advisors
Maine
$2.47M -$8.42K -58 -0.3%
WC
764
Whitnell & Co
Illinois
$2.46M -$109K -752 -4%
TSW
765
Thompson Siegel & Walmsley
Virginia
$2.46M -$26.6K -183 -1%
MCMT
766
Moon Capital Management (Tennessee)
Tennessee
$2.45M -$7.69K -53 -0.3%
QIM
767
Quest Investment Management
Oregon
$2.45M – – –
FFWA
768
FRG Family Wealth Advisors
Washington
$2.45M -$65.4K -451 -3%
FWM
769
Frontier Wealth Management
Missouri
$2.43M -$16.7K -115 -0.7%
SNT
770
Security National Trust
West Virginia
$2.42M -$15.8K -109 -0.6%
PCTC
771
Perkins Coie Trust Company
Washington
$2.42M -$90K -620 -4%
IC
772
InterOcean Capital
Illinois
$2.41M -$1.24M -8,558 -34%
BAM
773
Burnham Asset Management
New York
$2.4M -$979K -6,749 -29%
NFA
774
Nuveen Fund Advisors
Illinois
$2.39M +$2.39M +16,490 New
QOP
775
Quinn Opportunity Partners
Virginia
$2.38M – – –
29 30
31
32 33