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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 %
CCM
976
Compton Capital Management
Rhode Island
$1.32M -$32.6K -225 -2%
AF
977
Allworth Financial
California
$1.31M -$49.9K -344 -4%
AWM
978
Avior Wealth Management
Nebraska
$1.3M +$34.9K +242 +3%
HB
979
Homrich & Berg
Georgia
$1.3M -$278K -1,915 -18%
BEC
980
Blue Edge Capital
Virginia
$1.29M – – –
SPC
981
Sigma Planning Corp
Michigan
$1.29M -$612K -4,215 -32%
ACM
982
Argentus Capital Management
Texas
$1.29M +$135K +927 +12%
IIM
983
Ironwood Investment Management
Massachusetts
$1.29M +$580 +4 +0%
MM
984
Meridian Management
Arkansas
$1.29M – – –
VC
985
Vicus Capital
Pennsylvania
$1.28M -$7.98K -55 -0.6%
CD
986
Carl Domino
Florida
$1.28M -$3.19K -22 -0.2%
GS
987
GAM Systematic
United Kingdom
$1.28M +$159K +1,097 +14%
AWA
988
Arete Wealth Advisors
Illinois
$1.28M -$341K -2,353 -21%
OC
989
Oakworth Capital
Alabama
$1.28M +$73.8K +502 +6%
CAG
990
Crestwood Advisors Group
Massachusetts
$1.28M -$20.6K -142 -2%
CCT
991
Capital City Trust
Florida
$1.27M -$128K -880 -9%
MWM
992
Modera Wealth Management
New Jersey
$1.26M +$103K +712 +9%
CPIM
993
Columbia Partners Investment Management
Virginia
$1.26M -$3.11M -21,436 -71%
HS
994
HighVista Strategies
Massachusetts
$1.26M +$1.26M +8,682 New
HHC
995
Hutchin Hill Capital
New York
$1.26M +$1.26M +8,682 New
CCM
996
Chilton Capital Management
Texas
$1.25M +$470K +3,237 +60%
PMFA
997
Plante Moran Financial Advisors
Michigan
$1.25M -$79.7K -549 -6%
AIA
998
AGF Investments America
Ontario, Canada
$1.25M +$1.25M +8,582 New
HI
999
Hudock Inc
Pennsylvania
$1.24M +$367K +2,531 +42%
LCM
1000
Liberty Capital Management
Michigan
$1.24M -$147K -1,015 -11%
38 39
40
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