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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 %
CWM
1426
Catamount Wealth Management
Connecticut
$384K +$64.8K +447 +20%
WC
1427
Wexford Capital
Florida
$384K +$384K +2,646 New
CAM
1428
Congress Asset Management
Massachusetts
$383K -$253K -1,744 -40%
TC
1429
Trust Company
Kansas
$383K -$15.2K -105 -4%
LBC
1430
Lawrence B. Cohen
$381K -$20.6K -142 -5%
NFC
1431
Northeast Financial Consultants
Connecticut
$381K – – –
CG
1432
Colony Group
Massachusetts
$381K +$11.3K +78 +3%
SRCM
1433
Swift Run Capital Management
Virginia
$380K – – –
NP
1434
NorthRock Partners
Minnesota
$378K +$378K +4,061 New
VCM
1435
Vigilant Capital Management
Maine
$377K -$37.5K -258 -9%
CM
1436
Capital Management
Virginia
$377K +$145 +1 +0%
KS
1437
Karpas Strategies
Connecticut
$374K -$60.5K -417 -14%
PCA
1438
Personal Capital Advisors
California
$374K -$46.5K -320 -11%
GGI
1439
Godsey & Gibb Inc
Virginia
$373K +$60.7K +418 +19%
WA
1440
WBH Advisory
Maryland
$372K -$7.1K -49 -2%
AHB
1441
Abner Herrman & Brock
New Jersey
$371K -$58.9K -396 -14%
BJ
1442
Brouwer & Janachowski
California
$371K -$41.3K -285 -10%
AFWA
1443
Ancora Family Wealth Advisors
Ohio
$369K -$757K -5,220 -67%
FGP
1444
Foyston, Gordon, & Payne
Ontario, Canada
$369K – – –
CAM
1445
Cypress Asset Management
Texas
$369K – – –
PP
1446
Pegasus Partners
Wisconsin
$365K – – –
SFM
1447
Signet Financial Management
New Jersey
$364K -$17.8K -123 -5%
Kayne Anderson Rudnick Investment Management
1448
Kayne Anderson Rudnick Investment Management
California
$364K – – –
NIMI
1449
Natixis Investment Managers International
France
$363K -$399K -2,750 -52%
APSP
1450
Asset Planning Services (Pennsylvania)
Pennsylvania
$361K +$290 +2 +0.1%
56 57
58
59 60