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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
1
Bank of America
North Carolina
$1.83B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.08B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.13B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.42B
5
Capital World Investors
5
Capital World Investors
California
$808M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$49.5M
2
MAM
2
Magellan Asset Management
Australia
$519M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.32B
4
Wells Fargo
4
Wells Fargo
California
$781M
5
State Street
5
State Street
Massachusetts
$7.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1601
Independence Advisors
Pennsylvania
$231K +$231K +1,594 New
BP
1602
BBR Partners
New York
$230K -$37.8K -261 -14%
MSS
1603
Mitchell Sinkler & Starr
Pennsylvania
$230K +$6.82K +47 +3%
PAA
1604
Peregrine Asset Advisers
Oregon
$229K – – –
FWM
1605
FFT Wealth Management
Pennsylvania
$229K – – –
SAM
1606
Security Asset Management
New York
$228K – – –
NSCM
1607
New South Capital Management
Tennessee
$228K – – –
TWMP
1608
Taylor Wealth Management Partners
Massachusetts
$228K – – –
MS
1609
Marshall & Sullivan
Washington
$227K – – –
MME
1610
Meag Munich Ergo
Germany
$227K – – –
MIH
1611
Madison Investment Holdings
Wisconsin
$227K +$227K +1,562 New
NEPWA
1612
New England Private Wealth Advisors
Massachusetts
$226K +$290 +2 +0.1%
WFG
1613
Windsor Financial Group
Minnesota
$225K -$725 -5 -0.3%
B
1614
Bellecapital
Switzerland
$225K +$225K +1,553 New
CCB
1615
Cutter & Co Brokerage
Missouri
$221K -$511K -3,529 -70%
MBA
1616
McQueen Ball & Associates
Pennsylvania
$221K +$15.2K +105 +7%
FIM
1617
Fernwood Investment Management
Massachusetts
$221K +$221K +1,526 New
VCM
1618
Violich Capital Management
California
$220K -$54.2K -374 -20%
RWM
1619
Rench Wealth Management
Texas
$218K +$2.18K +15 +1%
CC
1620
Capital Counsel
New York
$216K -$30.5K -210 -12%
FCIM
1621
Fairview Capital Investment Management
California
$215K – – –
DRD
1622
Dennis R. Delaney
$212K -$75.7K -523 -26%
KIM
1623
Karpus Investment Management
New York
$212K – – –
HJA
1624
Hugh Johnson Advisors
New York
$211K -$43.5K -300 -17%
BPB
1625
Badgley, Phelps & Bell
Washington
$210K +$210K +1,446 New
63 64
65
66 67