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 %
MWAC
1151
Mariner Wealth Advisors (Cincinnati)
Ohio
$800K +$246K +1,694 +44%
ARMT
1152
Amica Retiree Medical Trust
Rhode Island
$798K -$42.9K -296 -5%
REMPR
1153
Roof Eidam Maycock Peralta (REMP)
California
$797K -$7.4K -51 -0.9%
NAMP
1154
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$797K – – –
IH
1155
IFC Holdings
Florida
$797K +$126K +862 +19%
LWM
1156
Lyons Wealth Management
Florida
$792K -$121K -833 -13%
KFA
1157
Kelleher Financial Advisors
New York
$789K -$25.7K -177 -3%
CAAS
1158
Capital Asset Advisory Services
Michigan
$786K -$229K -1,578 -23%
PWP
1159
Private Wealth Partners
California
$786K – – –
BCM
1160
BTR Capital Management
California
$784K – – –
LWAC
1161
Laurel Wealth Advisors (California)
California
$782K -$71.9K -495 -8%
SAM
1162
Solaris Asset Management
New York
$782K – – –
SAA
1163
Southeast Asset Advisors
Georgia
$777K -$13.5K -93 -2%
FCCM
1164
First City Capital Management
Georgia
$776K -$60.8K -419 -7%
VIA
1165
Vantage Investment Advisors
Pennsylvania
$775K +$52K +359 +7%
NFG
1166
Nations Financial Group
Iowa
$774K +$99.9K +688 +15%
RCA
1167
Rowland Carmichael Advisors
Arizona
$772K +$200K +1,379 +35%
SHGA
1168
Sand Hill Global Advisors
California
$771K -$64.3K -443 -8%
SA
1169
Strategic Advisors
New York
$771K +$1.45K +10 +0.2%
KTC
1170
Kistler-Tiffany Companies
Pennsylvania
$771K +$82.7K +570 +12%
LAM
1171
Lingohr Asset Management
Germany
$768K -$570K -3,925 -43%
WHG
1172
Westwood Holdings Group
Texas
$768K – – –
KA
1173
Kovack Advisors
Florida
$763K +$180K +1,242 +31%
SSWM
1174
Smith Salley Wealth Management
North Carolina
$761K +$57.9K +399 +8%
AAMU
1175
AEGON Asset Management (UK)
United Kingdom
$761K -$97.3K -670 -11%
45 46
47
48 49