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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 %
MCM
1176
Maryland Capital Management
Maryland
$759K -$333K -2,296 -31%
BOC
1177
Barbara Oil Co
Illinois
$759K – – –
HFM
1178
Hartford Financial Management
Connecticut
$756K -$4.93K -34 -0.6%
NBC
1179
Neuberger Berman Canada
Ontario, Canada
$753K -$150K -1,034 -17%
MMG
1180
Monetary Management Group
Missouri
$752K -$75.9K -523 -9%
HCC
1181
Hirtle Callaghan & Co
Pennsylvania
$744K – – –
LNC
1182
Lincoln National Corp
Pennsylvania
$742K +$105K +724 +16%
CP
1183
Coho Partners
Pennsylvania
$741K – – –
SCM
1184
Salem Capital Management
Massachusetts
$740K – – –
NFG
1185
Next Financial Group
Texas
$737K +$20.1K +139 +3%
LIC
1186
Lodestar Investment Counsel
Illinois
$737K +$109K +752 +17%
MWP
1187
MYCIO Wealth Partners
Pennsylvania
$734K -$60.6K -418 -8%
BW
1188
Bison Wealth
Georgia
$728K +$6.9K +48 +1%
STMM
1189
South Texas Money Management
Texas
$727K -$118K -815 -14%
SAM
1190
SignalPoint Asset Management
Missouri
$726K -$5.37K -37 -0.7%
CCM
1191
Crossvault Capital Management
Texas
$725K +$194K +1,335 +36%
ST
1192
Sabal Trust
Florida
$720K +$66.8K +460 +10%
NG
1193
Northstar Group
New York
$718K -$45.4K -313 -6%
KP
1194
Keel Point
Alabama
$718K +$114K +787 +19%
GVT
1195
Genesee Valley Trust
New York
$717K -$321K -2,213 -31%
WIC
1196
Water Island Capital
New York
$717K +$609K +4,196 +562%
SWM
1197
Stockman Wealth Management
Montana
$716K -$129K -888 -15%
FNB
1198
Farmers National Bank
Kentucky
$715K -$32.6K -225 -4%
VAS
1199
Valicenti Advisory Services
New York
$714K +$10.4K +72 +1%
ID
1200
Integral Derivatives
New York
$714K +$714K +4,919 New
46 47
48
49 50