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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 %
JFA
1251
Johanson Financial Advisors
California
$632K -$37.4K -258 -6%
HMS
1252
Hanseatic Management Services
New Mexico
$631K +$631K +4,351 New
MCM
1253
Monarch Capital Management
Indiana
$627K – – –
IB
1254
Intrust Bank
Kansas
$623K -$54.1K -373 -8%
FLPIM
1255
F.L. Putnam Investment Management
Massachusetts
$623K -$53.9K -371 -8%
EDRS
1256
Edmond de Rothschild (Suisse)
Switzerland
$622K – – –
AFP
1257
Ausdal Financial Partners
Iowa
$622K +$9.87K +68 +2%
PIM
1258
Parasol Investment Management
Illinois
$620K -$51.1K -352 -8%
EA
1259
Euclid Advisors
Connecticut
$618K -$1.37M -9,414 -69%
EAM
1260
Evanson Asset Management
California
$618K -$224K -1,547 -27%
SMG
1261
Spectrum Management Group
Indiana
$618K -$161K -1,110 -21%
CRM
1262
Cramer Rosenthal McGlynn
Connecticut
$617K – – –
BMM
1263
Buffington Mohr McNeal
Idaho
$616K – – –
LOAMS
1264
Lombard Odier Asset Management (Switzerland)
Switzerland
$612K -$85.4K -588 -12%
BOS
1265
Bank of Stockton
California
$610K -$34.9K -241 -5%
BCM
1266
Breithorn Capital Management
New York
$610K – – –
WCM
1267
Windsor Capital Management
Arizona
$609K +$132K +914 +28%
AWM
1268
AllSquare Wealth Management
New York
$608K +$725 +5 +0.1%
MTC
1269
McDaniel Terry & Co
Texas
$606K +$81.4K +561 +16%
AP
1270
Appleton Partners
Massachusetts
$605K -$6.24K -43 -1%
GCP
1271
GSA Capital Partners
United Kingdom
$605K +$605K +4,168 New
LWM
1272
LBA Wealth Management
Florida
$604K -$6.82K -47 -1%
NB
1273
Nicolet Bankshares
Wisconsin
$599K – – –
Twin Tree Management
1274
Twin Tree Management
Texas
$599K +$599K +4,126 New
CS
1275
Credential Securities
$599K +$23.2K +160 +4%
49 50
51
52 53