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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 %
SFG
1126
StrategIQ Financial Group
Indiana
$852K +$852K +5,869 New
MMPW
1127
Mitchell McLeod Pugh & Williams
Alabama
$851K -$590K -4,069 -41%
PAIA
1128
Park Avenue Institutional Advisers
New York
$846K -$7.55K -52 -0.9%
BWM
1129
Braver Wealth Management
Massachusetts
$845K -$386K -2,656 -31%
AssetMark Inc
1130
AssetMark Inc
California
$842K -$62.2K -429 -7%
IAM
1131
Impax Asset Management
New Hampshire
$841K +$91.1K +628 +12%
SAMNY
1132
Samsung Asset Management (New York)
New York
$839K -$627K -4,320 -43%
NERM
1133
New England Research & Management
Illinois
$839K -$15.2K -105 -2%
VWM
1134
Valley Wealth Managers
New Jersey
$839K +$491K +3,387 +141%
JCM
1135
Janney Capital Management
Pennsylvania
$835K -$36.2K -250 -4%
SJIM
1136
St. Johns Investment Management
Florida
$835K -$13.9K -96 -2%
SFSIG
1137
San Francisco Sentry Investment Group
California
$833K -$22.9K -158 -3%
RHDIC
1138
R.H. Dinel Investment Counsel
California
$832K -$54.7K -377 -6%
SNBOSCI
1139
Security National Bank of Sioux City Iowa
Iowa
$831K +$4.65K +32 +0.6%
CS
1140
Cannell & Spears
New York
$823K -$622K -4,287 -43%
KFS
1141
Kurt F. Somerville
$823K -$256K -1,767 -24%
CFMC
1142
Curbstone Financial Management Corp
New Hampshire
$819K – – –
MFW
1143
Meristem Family Wealth
Minnesota
$816K -$7.84K -54 -1%
BWAM
1144
Boyd Watterson Asset Management
Ohio
$815K -$15.2K -105 -2%
TTWM
1145
TCV Trust & Wealth Management
Virginia
$812K -$47.4K -327 -6%
NC
1146
NewSquare Capital
Pennsylvania
$806K +$132K +908 +20%
GWCM
1147
Godshalk Welsh Capital Management
Pennsylvania
$804K +$102K +706 +15%
TCM
1148
Texan Capital Management
Texas
$803K +$16K +110 +2%
WCBA
1149
Weaver C. Barksdale & Associates
Tennessee
$800K – – –
GP
1150
Girard Partners
Pennsylvania
$800K +$54.5K +376 +7%
44 45
46
47 48