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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 %
KIC
1326
Keating Investment Counselors
Florida
$512K -$926K -6,381 -64%
RIM
1327
Reliant Investment Management
Tennessee
$512K +$33.4K +230 +7%
DJSG
1328
D.J. St. Germain
Massachusetts
$510K -$2.32K -16 -0.5%
BCM
1329
Boltwood Capital Management
California
$508K – – –
VNA
1330
Valley National Advisers
Pennsylvania
$508K +$726 +5 +0.1%
BFA
1331
Beaumont Financial Advisors
Massachusetts
$506K +$20.3K +140 +4%
GHAM
1332
Gilman Hill Asset Management
Connecticut
$504K -$11.2K -77 -2%
ADL
1333
Asset Dedication LLC
California
$504K +$18.9K +132 +4%
GLI
1334
Guardian Life Insurance
New York
$503K +$2.03K +14 +0.4%
PCMC
1335
Paragon Capital Management (Colorado)
Colorado
$500K – – –
FMLI
1336
Fukoku Mutual Life Insurance
Japan
$499K – – –
CIP
1337
Cornerstone Investment Partners
Georgia
$495K – – –
IIC
1338
Integrated Investment Consultants
Michigan
$488K +$79.6K +549 +20%
MC
1339
Mathes Company
New York
$487K – – –
AAM
1340
Autus Asset Management
Arizona
$486K -$31.9K -220 -6%
ECM
1341
EagleClaw Capital Management
Massachusetts
$486K +$106K +732 +28%
TNB
1342
Thomasville National Bank
Georgia
$485K -$45.6K -314 -9%
AIM
1343
Aspen Investment Management
Michigan
$485K – – –
JMFC
1344
J.M. Forbes & Co
Massachusetts
$484K -$1.59K -11 -0.3%
CCM
1345
Carlson Capital Management
Minnesota
$483K -$6.68K -46 -1%
TFF
1346
The Family Firm
Maryland
$482K +$290 +2 +0.1%
CPA
1347
Cowen Prime Advisors
New York
$480K – – –
FIB
1348
First Interstate Bank
Montana
$479K -$11.3K -78 -2%
Handelsbanken Fonder
1349
Handelsbanken Fonder
Sweden
$478K – – –
PFM
1350
PacWest Financial Management
Arizona
$477K -$331K -2,286 -41%
52 53
54
55 56