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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 %
GXMC
1676
Global X Management Company
New York
$89K +$42.3K +292 +91%
FMP
1677
Financial Management Professionals
Texas
$86K +$5.64K +39 +7%
CA
1678
CapWealth Advisors
Tennessee
$82K +$15.3K +105 +23%
PCP
1679
Proficio Capital Partners
Massachusetts
$80K +$51.5K +335 +181%
ST
1680
Sphinx Trading
Illinois
$76K – – –
AIM
1681
Acrospire Investment Management
Illinois
$76K +$30.4K +209 +67%
RPG
1682
Risk Paradigm Group
Texas
$65.1K – – –
OSNBOA
1683
Old Second National Bank of Aurora
Illinois
$65K -$61.1K -418 -48%
SHJ
1684
Sharkey, Howes & Javer
Colorado
$65K – – –
RFWA
1685
RPg Family Wealth Advisory
Massachusetts
$62.2K +$35K +241 +128%
LOT
1686
Lombard Odier Transatlantic
Quebec, Canada
$61K – – –
FAM
1687
Fred Alger Management
New York
$59K – – –
IR
1688
Invictus RG
Bermuda
$57K -$2.04K -14 -3%
WCM
1689
Wealthcare Capital Management
Virginia
$53K +$433 +3 +0.8%
MIP
1690
Mondrian Investment Partners
United Kingdom
$46K -$67.9M -463,454 -100%
OP
1691
Oldfield Partners
United Kingdom
$46K – – –
PRS
1692
Pinkerton Retirement Specialists
Idaho
$42K +$42K +293 New
LWM
1693
Lenox Wealth Management
Ohio
$41K – – –
NCMG
1694
NCM Capital Management Group
North Carolina
$38K -$3.77K -26 -9%
SC
1695
Skylands Capital
Wisconsin
$36K – – –
AWMS
1696
Advocacy Wealth Management Services
Georgia
$35K -$15.5K -107 -31%
CA
1697
Commerzbank Aktiengesellschaft
Germany
$31.5K -$716 -4,935 -2%
AIM
1698
Arcadia Investment Management
Michigan
$31K +$31K +212 New
OFS
1699
Orrstown Financial Services
Pennsylvania
$30K – – –
PCM
1700
Penserra Capital Management
California
$30K +$2.35K +16 +9%
66 67
68
69 70