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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 %
CL
851
Choreo LLC
Illinois
$1.84M +$528K +3,637 +40%
NCM
852
Neumann Capital Management
California
$1.84M -$30.3K -209 -2%
JIC
853
Joel Isaacson & Co
New York
$1.83M -$32.5K -224 -2%
BOTW
854
Bank of the West
California
$1.82M – – –
FMII
855
Farmers & Merchants Investments Inc
Nebraska
$1.82M -$30.5K -210 -2%
KFA
856
Kays Financial Advisory
Georgia
$1.82M +$226K +1,557 +14%
FFBTD
857
First Financial Bank - Trust Division
Ohio
$1.82M -$6.82K -47 -0.4%
AWCI
858
Alpine Woods Capital Investors
New York
$1.81M -$637K -4,393 -26%
WS
859
Wedbush Securities
California
$1.81M -$213K -1,468 -11%
PI
860
Pettee Investors
Connecticut
$1.81M – – –
JA
861
JLB & Associates
Michigan
$1.8M +$383K +2,637 +27%
LCP
862
Legacy Capital Partners
Wisconsin
$1.79M -$132K -907 -7%
NPA
863
Nichols & Pratt Advisers
Massachusetts
$1.79M -$45.6K -314 -2%
ICAS
864
Investors Capital Advisory Services
Massachusetts
$1.79M -$6.81K -47 -0.4%
BHBT
865
Burke & Herbert Bank & Trust
Virginia
$1.78M +$32.5K +224 +2%
EM
866
Excalibur Management
Massachusetts
$1.78M -$86.2K -594 -5%
FC
867
Forte Capital
New York
$1.77M – – –
HFBOT
868
Home Federal Bank of Tennessee
Tennessee
$1.76M +$3.77K +26 +0.2%
EB
869
Eastern Bank
Massachusetts
$1.76M -$101K -694 -5%
HPBT
870
High Point Bank & Trust
North Carolina
$1.76M – – –
SCM
871
Sterneck Capital Management
Missouri
$1.76M +$65.4K +451 +4%
SIA
872
SeaBridge Investment Advisors
New Jersey
$1.76M +$1.56M +10,738 +785%
DPIM
873
Duff & Phelps Investment Management
Illinois
$1.76M -$56.1K -387 -3%
Kovitz Investment Group Partners
874
Kovitz Investment Group Partners
Illinois
$1.75M +$13.3K +92 +0.8%
TL
875
Tirschwell & Loewy
New York
$1.75M +$106K +732 +6%
33 34
35
36 37