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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 %
CC
1201
Colrain Capital
Massachusetts
$713K -$75.9K -523 -10%
CCG
1202
Chatham Capital Group
Georgia
$713K -$48.5K -334 -6%
RC
1203
Reik & Co
New York
$713K – – –
CC
1204
Cedar Capital
Illinois
$711K -$44.2K -305 -6%
JIM
1205
Jupiter Investment Management
United Kingdom
$710K -$10.2M -70,508 -94%
BA
1206
Bennicas & Associates
California
$710K -$1.16K -8 -0.2%
GGHC
1207
Gilder Gagnon Howe & Co
New York
$707K -$850K -5,863 -55%
BC
1208
Brinker Capital
Pennsylvania
$707K -$12.3K -85 -2%
EFSCE
1209
Enterprise Financial Services Corp (EFSC)
Missouri
$704K -$85.1K -586 -11%
RIM
1210
Regent Investment Management
Kentucky
$704K +$103K +712 +17%
WP
1211
WealthSource Partners
California
$701K -$18.7K -129 -3%
PAG
1212
Pinnacle Advisory Group
Maryland
$701K +$19.1K +132 +3%
GHA
1213
GW Henssler & Associates
Georgia
$700K -$1.63M -11,262 -70%
BO
1214
Bank OZK
Arkansas
$700K -$9.14K -63 -1%
CHP
1215
Cable Hill Partners
Oregon
$699K +$565K +3,874 +420%
MCM
1216
Marathon Capital Management
Maryland
$693K +$3.77K +26 +0.5%
Koshinski Asset Management
1217
Koshinski Asset Management
Illinois
$693K +$125K +860 +22%
RS
1218
Robeco Schweiz
Switzerland
$692K – – –
BOS
1219
Bingham Osborn & Scarborough
California
$692K +$8.42K +58 +1%
IP
1220
Investment Partners
Ohio
$690K -$1.09M -7,495 -61%
PAM
1221
Peak Asset Management
Colorado
$688K -$56.9K -392 -8%
ECM
1222
Evergreen Capital Management
Washington
$688K – – –
BDF
1223
Balasa Dinverno & Foltz
$687K -$68.2K -470 -9%
SAMC
1224
Shinko Asset Management Company
Japan
$685K -$43.2K -298 -6%
AHC
1225
Adell Harriman & Carpenter
Texas
$684K -$82.7K -570 -11%
47 48
49
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