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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 %
AF
1351
Alerus Financial
North Dakota
$477K +$477K +3,291 New
FFC
1352
First Financial Corp
Indiana
$475K -$734K -5,062 -61%
HI
1353
Hendershot Investments
Virginia
$475K +$175K +1,208 +58%
BBNB
1354
Baker Boyer National Bank
Washington
$474K – – –
PFS
1355
Prospera Financial Services
Texas
$473K +$143K +984 +43%
BCM
1356
BlueCrest Capital Management
Jersey
$470K +$257K +1,774 +121%
DWM
1357
Destination Wealth Management
California
$465K -$60.1K -414 -11%
FA
1358
FCG Advisors
New Jersey
$465K +$8.42K +58 +2%
WA1
1359
Wimmer Associates 1
California
$464K -$45.5K -314 -9%
KT
1360
Kanaly Trust
Texas
$461K -$96.6K -665 -17%
LCM
1361
LVM Capital Management
Michigan
$461K -$4.94K -34 -1%
VFP
1362
Verus Financial Partners
Virginia
$461K – – –
RCAMU
1363
Rothschild & Co Asset Management US
Connecticut
$461K +$461K +3,179 New
KF
1364
Krilogy Financial
Missouri
$460K +$34.7K +239 +8%
UFG
1365
United Fire Group
Iowa
$455K – – –
GIP
1366
Greatmark Investment Partners
Georgia
$453K – – –
FUBT
1367
First United Bank & Trust
Maryland
$451K -$15.1K -104 -3%
RCG
1368
Ruggie Capital Group
Florida
$451K +$337K +2,323 +296%
HCA
1369
Harbour Capital Advisors
Virginia
$450K – – –
MA
1370
MCF Advisors
Kentucky
$450K +$163K +1,122 +57%
CCM
1371
Condor Capital Management
New Jersey
$449K – – –
BIG
1372
Bellwether Investment Group
Tennessee
$449K +$449K +3,091 New
TSWM
1373
Triangle Securities Wealth Management
North Carolina
$448K -$69.3K -478 -13%
BBPWM
1374
Blue Bell Private Wealth Management
Pennsylvania
$447K -$74.4K -512 -14%
SIG
1375
Stanford Investment Group
California
$447K – – –
53 54
55
56 57