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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 %
W
1076
Wealthfront
California
$971K +$303K +2,090 +45%
CNFG
1077
Creegan & Nassoura Financial Group
New Hampshire
$970K -$21.2K -146 -2%
Cetera Investment Advisers
1078
Cetera Investment Advisers
Illinois
$968K -$81.1K -558 -8%
OA
1079
Oxbow Advisors
Texas
$965K -$18.7K -129 -2%
ATC
1080
Argent Trust Co
Tennessee
$963K -$49.2K -339 -5%
TAM
1081
Trillium Asset Management
Massachusetts
$960K -$116K -801 -11%
FA
1082
FDx Advisors
Illinois
$956K -$1.24M -8,534 -56%
SBWM
1083
Sunflower Bank Wealth Management
Arizona
$955K – – –
AI
1084
Accredited Investors
Minnesota
$954K -$290 -2 -0%
BHC
1085
Bowen Hanes & Co
Florida
$949K -$15.9M -109,830 -94%
DAC
1086
Dividend Assets Capital
South Carolina
$946K -$15.1K -104 -2%
BSW
1087
Buckingham Strategic Wealth
Missouri
$944K -$78.1K -538 -8%
HIC
1088
Hartline Investment Corp
Illinois
$944K -$22.8K -157 -2%
DAM
1089
Delta Asset Management
Tennessee
$943K – – –
OAC
1090
OMERS Administration Corp
Ontario, Canada
$941K +$941K +6,485 New
FSCM
1091
Front Street Capital Management
Montana
$937K +$937K +6,460 New
TYCC
1092
Texas Yale Capital Corp
Florida
$929K +$290 +2 +0%
ST
1093
Somerset Trust
Pennsylvania
$929K +$355K +2,446 +62%
GIA
1094
Granite Investment Advisors
New Hampshire
$923K -$3.05K -21 -0.3%
CA
1095
Cambridge Advisors
Nebraska
$922K -$50.2K -346 -5%
BTNA
1096
Bremer Trust National Association
Minnesota
$921K +$4.07K +28 +0.4%
TBA
1097
Train Babcock Advisors
New York
$918K – – –
DCM
1098
Donaldson Capital Management
Indiana
$916K +$27.7K +191 +3%
HWA
1099
Heritage Wealth Advisors
Virginia
$913K +$33.3K +230 +4%
BMC
1100
Benin Management Corp
Connecticut
$911K -$235K -1,621 -21%
42 43
44
45 46