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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 %
EM
1301
Emancipation Management
New York
$552K – – –
SFG
1302
SevenBridge Financial Group
Pennsylvania
$548K +$548K +3,779 New
PA
1303
Planning Alternatives
Michigan
$546K – – –
LW
1304
Linscomb Wealth
Texas
$545K +$41.8K +288 +8%
WWM
1305
Willingdon Wealth Management
North Carolina
$545K +$311K +2,144 +133%
TIM
1306
Tortoise Investment Management
New York
$538K -$209K -1,437 -28%
TW
1307
Transform Wealth
Colorado
$538K +$538K +3,710 New
PFBT
1308
Parkside Financial Bank & Trust
Missouri
$535K -$33.4K -230 -6%
BPCE
1309
Bank Pictet & Cie (Europe)
Germany
$535K – – –
MCM
1310
MV Capital Management
Maryland
$534K +$213K +1,464 +66%
VAM
1311
Verity Asset Management
North Carolina
$532K +$532K +3,665 New
PAM
1312
Paradigm Asset Management
New York
$531K +$531K +3,661 New
FNBSF
1313
First National Bank Sioux Falls
South Dakota
$530K – – –
WAM
1314
Winslow Asset Management
Ohio
$530K +$12K +83 +2%
IFS
1315
Ifrah Financial Services
Arkansas
$528K -$24.5K -169 -4%
IAS
1316
IMA Advisory Services
Colorado
$527K -$3.05K -21 -0.6%
BCM
1317
Becker Capital Management
Oregon
$526K -$6.52K -45 -1%
BRM
1318
Boston Research & Management
Massachusetts
$524K – – –
ACH
1319
ArrowMark Colorado Holdings
Colorado
$523K – – –
CCM
1320
Cribstone Capital Management
Maine
$521K – – –
SFM
1321
Signature Financial Management
Virginia
$519K – – –
QCG
1322
Quadrant Capital Group
Ohio
$518K +$35.8K +251 +7%
WEC
1323
Winslow Evans & Crocker
Massachusetts
$518K -$7.25K -50 -1%
GAM
1324
Gould Asset Management
California
$517K +$75.9K +523 +17%
BA
1325
BKS Advisors
Michigan
$515K -$30.3K -209 -6%
51 52
53
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