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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 %
BG
926
Bollard Group
Massachusetts
$1.51M +$12.3K +85 +0.8%
GSBTD
927
Glenview State Bank Trust Department
Illinois
$1.51M – – –
CWP
928
Capital Wealth Planning
Florida
$1.5M – – –
RMCM
929
Reynders McVeigh Capital Management
Massachusetts
$1.5M +$871 +6 +0.1%
CTA
930
Colonial Trust Advisors
South Carolina
$1.49M -$64.3K -443 -4%
ST
931
Sentinel Trust
Texas
$1.49M -$76.5K -527 -5%
SBL
932
Sargent Bickham Lagudis
Colorado
$1.49M +$7.98K +55 +0.5%
CG
933
Caprock Group
Idaho
$1.48M -$43.8K -302 -3%
GIA
934
GHP Investment Advisors
Colorado
$1.48M +$67.2K +463 +5%
CI
935
CAZ Investments
Texas
$1.48M -$152K -1,046 -9%
RCAG
936
Rehmann Capital Advisory Group
Michigan
$1.47M -$60.6K -418 -4%
DWM
937
Darwin Wealth Management
Florida
$1.47M +$1.47M +10,161 New
DIS
938
Diversified Investment Strategies
Louisiana
$1.47M – – –
WSTAM
939
Wilbanks Smith & Thomas Asset Management
Virginia
$1.47M +$23.2K +160 +2%
BIC
940
Beach Investment Counsel
Pennsylvania
$1.47M -$60.8K -419 -4%
SFS
941
Strategic Financial Services
New York
$1.46M +$106K +692 +8%
AIM
942
Anchor Investment Management
South Carolina
$1.46M -$61.7K -425 -4%
HCMNY
943
Howard Capital Management (New York)
New York
$1.46M -$35.7K -246 -2%
CIM
944
Cetera Investment Management
California
$1.45M -$141K -970 -9%
LA
945
Lau Associates
Delaware
$1.45M -$51.7K -356 -3%
DT
946
Diversified Trust
Tennessee
$1.45M +$290 +2 +0%
SLG
947
Stanley-Laman Group
Pennsylvania
$1.43M -$1.04M -7,162 -42%
MM
948
Midas Management
New York
$1.43M -$304K -2,092 -18%
WTB
949
Washington Trust Bank
Washington
$1.43M -$59.1K -407 -4%
DDC
950
DF Dent & Co
Maryland
$1.42M -$79.7K -549 -5%
36 37
38
39 40