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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 %
JFL
1051
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.03M -$19.1M -610,118 -95%
JWA
1052
JFS Wealth Advisors
Pennsylvania
$1.02M -$61.9K -427 -6%
WA
1053
Wealth Architects
California
$1.02M +$2.03K +14 +0.2%
BVDMP
1054
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.02M – – –
WPC
1055
White Pine Capital
Minnesota
$1.01M +$5.37K +37 +0.5%
LPT
1056
Legacy Private Trust
Wisconsin
$1.01M -$364K -2,511 -26%
AL
1057
Agran Libbie
California
$1.01M -$15.2K -105 -1%
PWMAG
1058
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M +$13.2K +91 +1%
RDM
1059
Retirement Design & Management
Connecticut
$1.01M -$5.22K -36 -0.5%
AMG
1060
Asset Management Group
Connecticut
$1.01M +$9K +62 +0.9%
BP
1061
Ballentine Partners
Massachusetts
$1.01M +$37.6K +259 +4%
FAM
1062
Formidable Asset Management
Ohio
$1M -$63.6K -412 -6%
AP
1063
Atwood & Palmer
Missouri
$1M -$53.8K -371 -5%
CC
1064
Cadinha & Co
Hawaii
$998K +$35.6K +245 +4%
YIA
1065
YHB Investment Advisors
Connecticut
$995K -$271K -1,866 -21%
GCMG
1066
Gyroscope Capital Management Group
Florida
$993K +$82K +565 +9%
VCAM
1067
Van Cleef Asset Management
Ohio
$990K -$22.8K -157 -2%
PTB
1068
Pioneer Trust Bank
Oregon
$988K -$662K -4,565 -40%
AAC
1069
Asset Advisors Corp
Georgia
$986K -$45.5K -314 -4%
PV
1070
Private Vista
Illinois
$985K – – –
FTC
1071
Farmers Trust Company
Ohio
$983K -$84.1K -579 -8%
UBWV
1072
United Bank (West Virginia)
West Virginia
$979K -$17K -117 -2%
DAM
1073
Doheny Asset Management
California
$978K – – –
Arrowstreet Capital
1074
Arrowstreet Capital
Massachusetts
$971K -$17.4M -119,941 -95%
WC
1075
Whitney & Co
New York
$971K -$152K -1,046 -14%
41 42
43
44 45