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 %
CPR
1101
CSU Producer Resources
Ohio
$911K – – –
PCM
1102
Palisade Capital Management
New Jersey
$911K +$175K +1,203 +24%
TPWA
1103
TRUE Private Wealth Advisors
Oregon
$908K -$7.98K -55 -0.9%
GHA
1104
Garcia Hamilton & Associates
Texas
$902K -$37K -255 -4%
CCM
1105
Coldstream Capital Management
Washington
$899K +$11.9K +82 +1%
RCWMU
1106
Rothschild & Co Wealth Management (UK)
United Kingdom
$897K – – –
CPA
1107
Court Place Advisors
Maryland
$897K +$26.3K +181 +3%
CWA
1108
Cypress Wealth Advisors
California
$896K +$29K +200 +3%
CBU
1109
CIBC Bank USA
Illinois
$896K +$118K +812 +15%
CAMG
1110
CWA Asset Management Group
Florida
$892K +$892K +6,146 New
HIC
1111
Harvey Investment Company
Kentucky
$891K – – –
CFA
1112
Capstone Financial Advisors
Illinois
$884K – – –
MBT
1113
Montecito Bank & Trust
California
$883K +$161K +1,108 +22%
CBA
1114
Coastal Bridge Advisors
Connecticut
$882K +$2.03K +14 +0.2%
PMG
1115
ProVise Management Group
Florida
$876K -$144K -994 -14%
PAM
1116
Premier Asset Management
Illinois
$873K +$403K +2,777 +86%
MIP
1117
Marietta Investment Partners
Wisconsin
$872K – – –
SS
1118
Simplicity Solutions
Minnesota
$871K +$121K +834 +16%
MGIA
1119
Moneta Group Investment Advisors
Missouri
$870K -$197K -1,354 -18%
Wolverine Trading
1120
Wolverine Trading
Illinois
$867K +$867K +6,107 New
PAS
1121
Professional Advisory Services
Florida
$866K -$53.3K -367 -6%
BWA
1122
Burt Wealth Advisors
Maryland
$863K -$47.4K -327 -5%
SL
1123
Summitry LLC
California
$862K +$196K +1,350 +29%
BIM
1124
Bridges Investment Management
Nebraska
$861K +$200K +1,379 +30%
DVM
1125
Dreman Value Management
Florida
$860K -$16K -110 -2%
43 44
45
46 47