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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 %
TCOO
1226
Trust Company of Oklahoma
Oklahoma
$683K -$169K -1,166 -20%
CI
1227
Cowen Inc
New York
$683K – – –
DA
1228
DSC Advisors
Illinois
$682K +$58.6K +404 +9%
ACS
1229
Archford Capital Strategies
Illinois
$679K -$334K -2,298 -33%
AA
1230
Ancora Advisors
Ohio
$678K -$44.4K -306 -6%
BST
1231
Bath Savings Trust
Maine
$676K -$56.8K -392 -8%
RIG
1232
Roosevelt Investment Group
New York
$675K -$4.64K -32 -0.7%
CC
1233
Cannell & Co
New York
$675K – – –
CCMG
1234
Clark Capital Management Group
Pennsylvania
$674K +$165K +1,134 +32%
MPIA
1235
Mountain Pacific Investment Advisers
Idaho
$672K -$33.9K -234 -5%
TC
1236
Telemus Capital
Michigan
$671K +$16.5K +114 +3%
FMT
1237
First Mercantile Trust
Tennessee
$668K -$613K -4,222 -48%
CA
1238
Cortland Associates
Missouri
$667K -$2.61K -18 -0.4%
CNC
1239
Citizens & Northern Corp
Pennsylvania
$666K -$10.7K -74 -2%
CEI
1240
Clark Estates Inc
New York
$664K -$20.1M -138,826 -97%
NA
1241
Nottingham Advisors
New York
$662K -$18.9K -130 -3%
CA
1242
Cornerstone Advisory
Maryland
$660K +$2.61K +18 +0.4%
WCM
1243
Weik Capital Management
Pennsylvania
$659K +$43.1K +297 +7%
TCOT
1244
Trust Company of Toledo
Ohio
$657K -$257K -1,768 -28%
WBG
1245
Wharton Business Group
Pennsylvania
$657K +$7.11K +49 +1%
DMK
1246
David M. Knott
$650K – – –
MCWS
1247
McKinley Carter Wealth Services
West Virginia
$644K +$145 +1 +0%
TCM
1248
Tradition Capital Management
New Jersey
$641K -$18.1K -125 -3%
SAM
1249
Strategy Asset Managers
California
$637K +$3.19K +22 +0.5%
HCP
1250
Holt Capital Partners
Texas
$633K – – –
48 49
50
51 52