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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 %
VFA
1376
Virtus Fund Advisers
Connecticut
$445K – – –
CAM
1377
CMT Asset Management
Illinois
$445K +$445K +3,070 New
AIP
1378
ARS Investment Partners
New York
$442K -$75.9K -523 -15%
CA
1379
Capital Advantage
California
$441K -$98.7K -680 -18%
SFI
1380
SPC Financial Inc
Maryland
$437K – – –
FIM
1381
Fruth Investment Management
Texas
$435K -$15.1K -104 -3%
SOAMC
1382
Spirit of America Management Corp
New York
$434K – – –
HH
1383
Hilltop Holdings
Texas
$427K +$58K +400 +16%
HL
1384
HeadInvest LLC
Maine
$426K -$31.8K -219 -7%
NL
1385
NWAM LLC
Washington
$424K +$725 +5 +0.2%
OAM
1386
Occidental Asset Management
California
$424K +$112K +774 +36%
CTI
1387
Community Trust & Investment
Kentucky
$421K -$14.2K -98 -3%
SMC
1388
Smith, Moore & Co
Missouri
$419K -$211K -1,456 -34%
IAMOG
1389
Investors Asset Management of Georgia
Georgia
$419K – – –
CB
1390
Cooke & Bieler
Pennsylvania
$419K – – –
MWM
1391
MinichMacGregor Wealth Management
New York
$418K -$4.49K -31 -1%
JIM
1392
Jensen Investment Management
Oregon
$417K -$36.4K -251 -8%
AIM
1393
Assured Investment Management
New York
$417K +$417K +2,875 New
RA
1394
RFG Advisory
Alabama
$416K +$30.1K +207 +8%
AIA
1395
Arbor Investment Advisors
North Carolina
$415K -$13.7K -94 -3%
CHAM
1396
Clear Harbor Asset Management
Connecticut
$413K -$858K -5,910 -67%
CC
1397
Cornerstone Capital
California
$413K -$43.3K -298 -9%
HA
1398
Hamel Associates
New Jersey
$413K – – –
Eagle Capital Management (New York)
1399
Eagle Capital Management (New York)
New York
$410K – – –
IFAM
1400
Institutional & Family Asset Management
Colorado
$409K -$32.6K -225 -7%
54 55
56
57 58