IBM icon

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 %
SAM
1001
Summit Asset Management
Tennessee
$1.24M -$17.9K -123 -1%
MVA
1002
Mount Vernon Associates
Maryland
$1.23M +$15.2K +105 +1%
VanEck Associates
1003
VanEck Associates
New York
$1.23M +$1.23M +8,440 New
JCM
1004
Jag Capital Management
Missouri
$1.22M +$2.03K +14 +0.2%
AAIM
1005
American Assets Investment Management
California
$1.21M – – –
CSUI
1006
Cincinnati Specialty Underwriters Insurance
Ohio
$1.21M – – –
IIM
1007
Ipswich Investment Management
Massachusetts
$1.21M -$22.8K -157 -2%
NIM
1008
Northeast Investment Management
Massachusetts
$1.2M +$131K +903 +12%
WP
1009
WealthPLAN Partners
Nebraska
$1.2M +$1.2M +15,560 New
WRM
1010
Westport Resources Management
Connecticut
$1.2M -$21.3K -147 -2%
IPC
1011
Independent Portfolio Consultants
Florida
$1.2M -$22.3K -154 -2%
SCM
1012
Southport Capital Management
Tennessee
$1.19M -$66.6K -459 -5%
IAS
1013
INR Advisory Services
Pennsylvania
$1.19M – – –
MIC
1014
Meridian Investment Counsel
California
$1.17M – – –
MWM
1015
Mission Wealth Management
California
$1.17M -$4.64K -32 -0.4%
PP
1016
Patten & Patten
Tennessee
$1.17M +$41.4K +285 +4%
MHS
1017
M Holdings Securities
Oregon
$1.15M -$14.7K -101 -1%
IC
1018
Intersect Capital
California
$1.15M -$25K -172 -2%
SCM
1019
SOL Capital Management
Maryland
$1.14M -$11.3K -78 -1%
RC
1020
Roundview Capital
New Jersey
$1.13M -$1.98M -13,656 -64%
BWM
1021
Baystate Wealth Management
Massachusetts
$1.13M -$53.1K -366 -5%
KBG
1022
Kahn Brothers Group
New York
$1.12M – – –
PCIG
1023
Partners Capital Investment Group
Massachusetts
$1.11M – – –
NHC
1024
Nicholas Hoffman & Company
Georgia
$1.11M +$1.11M +7,677 New
LKIM
1025
Lawson Kroeker Investment Management
Nebraska
$1.11M – – –
39 40
41
42 43