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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 %
BLAM
1401
Bourne Lent Asset Management
New York
$408K -$57.6K -397 -12%
GBBWRPM
1402
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$408K +$2.9K +20 +0.7%
AIM
1403
Avity Investment Management
Connecticut
$406K -$436 -3 -0.1%
OMC
1404
Overbrook Management Corp
New York
$405K -$6.97K -48 -2%
SIC
1405
SFE Investment Counsel
California
$404K +$53.2K +366 +15%
Capstone Investment Advisors
1406
Capstone Investment Advisors
New York
$404K +$404K +2,788 New
NME
1407
Notis-McConarty Edward
$403K -$654K -4,498 -62%
WA
1408
WFG Advisors
Texas
$403K -$29.2K -201 -7%
SA
1409
SRH Advisors
Kansas
$402K – – –
BSA
1410
Braun Stacey Associates
New York
$402K +$402K +2,772 New
CRIG
1411
Charter Research & Investment Group
Connecticut
$401K – – –
MFW
1412
Mosaic Family Wealth
Missouri
$398K -$15.6K -108 -4%
IWA
1413
Inspirion Wealth Advisors
Illinois
$398K – – –
SMH
1414
Sanders Morris Harris
Texas
$396K -$3.26M -22,442 -89%
ASC
1415
Atalanta Sosnoff Capital
New York
$395K – – –
WIC
1416
Woodmont Investment Counsel
Tennessee
$395K +$4.2K +29 +1%
TAM
1417
Taurus Asset Management
New York
$391K – – –
CWM
1418
Cranbrook Wealth Management
Michigan
$391K – – –
BKA
1419
Brick & Kyle Associates
Pennsylvania
$391K +$20.3K +140 +5%
BIA
1420
Barry Investment Advisors
Massachusetts
$391K +$41.4K +285 +12%
MCM
1421
Millie Capital Management
California
$390K +$390K +2,687 New
RP
1422
Rowlandmiller & Partners
Georgia
$389K -$154K -1,058 -28%
RWA
1423
River Wealth Advisors
Pennsylvania
$389K -$13.9K -96 -3%
UAM
1424
UAS Asset Management
New York
$387K +$387K +2,667 New
FWP
1425
FAS Wealth Partners
Kansas
$386K +$10.7K +74 +3%
55 56
57
58 59