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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 %
TG
1276
TLP Group
Illinois
$596K +$596K +4,106 New
SCP
1277
Sandhill Capital Partners
New York
$595K -$3.19K -22 -0.5%
DDPIC
1278
Deroy & Devereaux Private Investment Counsel
Michigan
$591K -$15.2K -105 -3%
VKH
1279
Virtu KCG Holdings
New York
$590K -$3.25M -22,361 -85%
MBT
1280
Monroe Bank & Trust
Michigan
$589K -$35.9K -247 -6%
SWA
1281
Sutton Wealth Advisors
Florida
$587K +$580 +4 +0.1%
BWP
1282
BSW Wealth Partners
Colorado
$584K -$2.47K -17 -0.4%
BWM
1283
BerganKDV Wealth Management
Minnesota
$583K +$76.6K +528 +15%
JCM
1284
Jacobi Capital Management
Pennsylvania
$581K +$581K +3,992 New
VWM
1285
Vector Wealth Management
Minnesota
$574K -$15.1K -104 -3%
RHJA
1286
Rice Hall James & Associates
California
$573K – – –
LIA
1287
LBMC Investment Advisors
Tennessee
$573K +$34.4K +237 +6%
MCM
1288
Moore Capital Management
New York
$571K -$901K -6,210 -61%
EWM
1289
Endurance Wealth Management
Rhode Island
$571K -$88.1K -607 -13%
GCA
1290
Gideon Capital Advisors
New York
$570K +$570K +3,931 New
Loomis, Sayles & Company
1291
Loomis, Sayles & Company
Massachusetts
$568K -$10.6M -73,228 -95%
LJHT
1292
Laurie J. Hall Trustee
$565K -$260K -1,752 -32%
FBA
1293
Front Barnett Associates
Illinois
$564K +$15.2K +105 +3%
FIM
1294
Frontier Investment Management
Texas
$564K +$28K +193 +5%
AMG
1295
Advisors Management Group
Wisconsin
$560K -$2.61K -18 -0.5%
PHIMC
1296
Private Harbour Investment Management & Counsel
Ohio
$557K – – –
AW
1297
ACG Wealth
Georgia
$557K +$44.4K +306 +9%
HCM
1298
Hutchinson Capital Management
California
$556K -$20.6K -142 -4%
SLA
1299
Silver Lake Advisory
Utah
$556K +$1.16K +8 +0.2%
TCM
1300
Telos Capital Management
California
$552K -$104K -720 -16%
50 51
52
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