IBM icon

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 %
SEIA
1651
Signature Estate & Investment Advisors
California
$147K +$28.6K +197 +24%
KLI
1652
Kelman-Lazarov Inc
Tennessee
$145K – – –
HSA
1653
Hussman Strategic Advisors
Maryland
$144K – – –
BCM
1654
Blume Capital Management
California
$135K +$25.1K +173 +23%
RWG
1655
Regal Wealth Group
California
$133K – – –
CFA
1656
Camarda Financial Advisors
Florida
$131K – – –
CFG
1657
CKW Financial Group
Hawaii
$123K -$22.5K -155 -15%
KA
1658
Klingman & Associates
New York
$121K – – –
ACM
1659
Americafirst Capital Management
California
$120K +$120K +825 New
IP
1660
Isthmus Partners
Wisconsin
$118K – – –
CFN
1661
Cordasco Financial Network
Florida
$114K – – –
BCMIO
1662
Beacon Capital Management Inc (Ohio)
Ohio
$113K -$7.68K -53 -6%
WA
1663
Winfield Associates
Ohio
$113K – – –
CAW
1664
Cornerstone Advisors (Washington)
Washington
$112K -$50.2K -347 -31%
WAS
1665
Winch Advisory Services
Wisconsin
$112K +$112K +774 New
JGIA
1666
Jackson Grant Investment Advisers
Connecticut
$110K +$725 +5 +0.7%
EWM
1667
Edge Wealth Management
New York
$109K – – –
CCMW
1668
Cypress Capital Management (Wyoming)
Wyoming
$107K – – –
KPCM
1669
Kings Point Capital Management
New York
$106K – – –
CII
1670
Capital International Inc
California
$105K – – –
TJHA
1671
Thomas J. Herzfeld Advisors
Florida
$105K +$105K +724 New
RBC
1672
Roble Belko & Company
Pennsylvania
$102K +$2.89K +20 +3%
KKAMG
1673
Kernodle & Katon Asset Management Group
Arkansas
$99K -$5.8K -40 -6%
TCCM
1674
Timber Creek Capital Management
Massachusetts
$98K – – –
CAL
1675
Capital Analysts LLC
Pennsylvania
$91.2K -$11.2K -77 -11%
65 66
67
68 69