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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 %
LGC
776
Laurel Grove Capital
California
$2.37M -$402K -2,772 -15%
AL
777
AJO LP
Pennsylvania
$2.36M -$476K -3,281 -17%
WKWM
778
Walter & Keenan Wealth Management
Indiana
$2.36M – – –
MAA
779
Mraz Amerine & Associates
California
$2.35M -$16.2K -112 -0.7%
ST
780
Smithfield Trust
Pennsylvania
$2.34M +$246K +1,693 +12%
CWM
781
Concert Wealth Management
California
$2.34M +$325K +2,233 +16%
ICOA
782
Investment Centers of America
North Dakota
$2.33M -$129K -889 -5%
LIM
783
Loudon Investment Management
New Hampshire
$2.33M -$294K -2,026 -11%
LRPA
784
L. Roy Papp & Associates
Arizona
$2.32M -$147K -1,014 -6%
LNWWM
785
Laird Norton Wetherby Wealth Management
California
$2.31M +$317K +2,184 +16%
GIA
786
Gargoyle Investment Advisor
New Jersey
$2.3M -$596K -4,105 -21%
BB
787
Busey Bank
Illinois
$2.3M +$78K +537 +4%
PH
788
Pinnacle Holdings
Oklahoma
$2.29M -$19.2K -132 -0.8%
LCOV
789
London Company of Virginia
Virginia
$2.28M -$49.6M -341,776 -96%
TL
790
TowerView LLC
New York
$2.28M – – –
TFA
791
Toth Financial Advisory
Virginia
$2.27M -$10K -69 -0.4%
QI
792
Quotient Investors
New York
$2.25M -$1.51M -10,390 -40%
FP
793
FDO Partners
Massachusetts
$2.25M +$1.46M +10,061 +185%
AB
794
AT Bancorp
Iowa
$2.24M – – –
NAMA
795
Nikko Asset Management Americas
New York
$2.24M +$1.01M +7,113 +82%
PCI
796
Pacifica Capital Investments
Texas
$2.23M -$37.1K -256 -2%
RCG
797
Ruane, Cunniff & Goldfarb
New York
$2.23M -$110M -761,003 -98%
PFP
798
Pinnacle Financial Partners
Tennessee
$2.23M +$110K +719 +5%
BHIA
799
Birch Hill Investment Advisors
Massachusetts
$2.23M -$98.3K -677 -4%
MKC
800
M. Kraus & Co
Vermont
$2.22M -$33.2K -229 -1%
30 31
32
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