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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 %
SACTSONJ
1026
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M – – –
SB
1027
Simmons Bank
Arkansas
$1.11M +$120K +827 +12%
CCA
1028
Cobblestone Capital Advisors
New York
$1.11M +$50.9K +351 +5%
GIP
1029
Granite Investment Partners
California
$1.1M – – –
SFWA
1030
Summit Financial Wealth Advisors
Louisiana
$1.1M -$348K -2,401 -24%
MHIC
1031
Marble Harbor Investment Counsel
Massachusetts
$1.1M -$174K -1,203 -14%
FIM
1032
Freedom Investment Management
Connecticut
$1.1M +$506K +3,489 +85%
FAM
1033
Fenimore Asset Management
New York
$1.1M – – –
PSC
1034
Prentiss Smith & Co
Vermont
$1.09M -$78.2K -539 -7%
OPTFSNA
1035
Old Point Trust & Financial Services N A
Virginia
$1.09M -$9.86K -68 -0.9%
P
1036
Pitcairn
Pennsylvania
$1.08M +$25.4K +175 +2%
MI
1037
Montage Investments
Kansas
$1.08M -$606K -4,174 -36%
SNBOSD
1038
Security National Bank of So Dak
Iowa
$1.07M +$34.1K +235 +3%
TIA
1039
Trust Investment Advisors
Indiana
$1.06M +$178K +1,226 +20%
OIA
1040
Optimum Investment Advisors
Illinois
$1.06M +$289K +1,996 +37%
MDCM
1041
Morgan Dempsey Capital Management
Wisconsin
$1.06M +$1.06M +7,319 New
WA
1042
Wheatland Advisors
Pennsylvania
$1.06M -$60.7K -418 -5%
SA
1043
SL Advisors
New Jersey
$1.06M +$1.06M +7,300 New
CM
1044
Cornerstone Management
Georgia
$1.06M – – –
TIA
1045
Tiemann Investment Advisors
California
$1.06M -$20.2K -139 -2%
CL
1046
CPWM LLC
Washington
$1.05M -$127K -878 -11%
EA
1047
Elm Advisors
California
$1.05M – – –
OC
1048
Oarsman Capital
Wisconsin
$1.04M +$37.4K +258 +4%
DIP
1049
DT Investment Partners
Pennsylvania
$1.04M +$217K +1,493 +26%
EWM
1050
Evermay Wealth Management
Virginia
$1.04M -$15.1K -104 -1%
40 41
42
43 44