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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 %
AC
826
Alexandria Capital
Virginia
$1.99M +$349K +2,406 +21%
PFS
827
Physicians Financial Services
North Carolina
$1.98M -$32.5K -224 -2%
HT
828
HighTower Trust
Texas
$1.98M +$89.6K +617 +5%
PAM
829
Peninsula Asset Management
Florida
$1.97M +$109K +748 +6%
LCM
830
Laurion Capital Management
New York
$1.96M +$1.96M +13,493 New
RG
831
Renaissance Group
Kentucky
$1.95M -$19.2K -132 -1%
MC
832
Martin & Co
Tennessee
$1.94M -$91.1K -628 -4%
TBNY
833
Trustco Bank (New York)
New York
$1.94M -$22.8K -157 -1%
FWM
834
Focused Wealth Management
New York
$1.94M -$17.8K -123 -0.9%
LCM
835
Lucas Capital Management
New Jersey
$1.94M -$224K -1,543 -10%
FBT
836
First Bankers Trust
Kentucky
$1.93M -$923K -6,364 -32%
RHBC
837
R.H. Bluestein & Co
Michigan
$1.93M +$152K +1,046 +9%
MHIM
838
MacNealy Hoover Investment Management
Ohio
$1.92M +$9.14K +63 +0.5%
HIC
839
Holderness Investments Company
North Carolina
$1.91M -$13.3K -92 -0.7%
MC
840
Moors & Cabot
Massachusetts
$1.91M +$71K +489 +4%
CFA
841
Carroll Financial Associates
North Carolina
$1.91M -$38.4K -265 -2%
GE
842
General Electric
Ohio
$1.9M -$318K -2,190 -14%
HWP
843
Hefty Wealth Partners
Indiana
$1.9M +$81.8K +564 +5%
HFA
844
High Falls Advisors
New York
$1.89M +$7.37K +56 +0.4%
RBC
845
Ronald Blue & Co
Georgia
$1.87M -$40.2K -277 -2%
KM
846
Kalos Management
Georgia
$1.86M +$1.56M +10,766 +522%
NSIM
847
North Star Investment Management
Illinois
$1.85M +$5.66K +39 +0.3%
IWM
848
Integrated Wealth Management
California
$1.85M +$1.6K +11 +0.1%
MAM
849
Mizuho Asset Management
Japan
$1.85M +$879K +6,056 +91%
VFA
850
Voya Financial Advisors
Connecticut
$1.85M -$91.7K -646 -5%
32 33
34
35 36