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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 %
BWP
876
Baldwin Wealth Partners
Massachusetts
$1.75M +$90.1K +621 +5%
MPAM
877
Murphy Pohlad Asset Management
Minnesota
$1.74M -$13.6K -94 -0.8%
WOC
878
West Oak Capital
California
$1.74M +$52.4K +361 +3%
MPWT
879
MassMutual Private Wealth & Trust
Connecticut
$1.73M +$161K +1,107 +10%
Fuller & Thaler Asset Management
880
Fuller & Thaler Asset Management
California
$1.73M – – –
LOAME
881
Lombard Odier Asset Management (Europe)
United Kingdom
$1.73M +$1.73M +11,920 New
NC
882
Northpointe Capital
Michigan
$1.73M +$1.63M +11,246 +1,720%
HVIA
883
Hudson Valley Investment Advisors
New York
$1.72M -$146K -1,005 -8%
BJL
884
Brighton Jones LLC
Washington
$1.72M -$42.8K -295 -2%
GRQ
885
Gardner Russo & Quinn
Pennsylvania
$1.71M +$395K +2,720 +30%
DBT
886
Dubuque Bank & Trust
Iowa
$1.71M +$1.08M +7,459 +173%
WIS
887
Wright Investors Service
Connecticut
$1.71M +$171K +1,176 +11%
WDA
888
Wendell David Associates
New Hampshire
$1.71M -$244K -1,682 -13%
AB
889
Atlas Brown
Kentucky
$1.7M +$56.9K +392 +3%
CG
890
Clinton Group
New York
$1.7M +$731K +5,036 +75%
SFSG
891
Stearns Financial Services Group
North Carolina
$1.7M +$25.7K +177 +2%
HRC
892
Hoertkorn Richard Charles
$1.69M – – –
Acadian Asset Management
893
Acadian Asset Management
Massachusetts
$1.69M -$1.1M -7,563 -39%
SAM
894
Sawgrass Asset Management
Florida
$1.67M -$23.7K -163 -1%
EHWM
895
Eads & Heald Wealth Management
Georgia
$1.67M +$134K +920 +9%
ANB
896
Amarillo National Bank
Texas
$1.66M – – –
GD
897
Grandfield & Dodd
New York
$1.66M -$17.4K -120 -1%
EI
898
EDMP Inc
Florida
$1.65M +$12.5K +86 +0.8%
CIA
899
Cascade Investment Advisors
Oregon
$1.65M +$1.65M +11,344 New
PHS
900
Pekin Hardy Strauss
Illinois
$1.64M -$433K -2,983 -21%
34 35
36
37 38