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 %
DPA
1701
Delphi Private Advisors
California
$29K -$14.6K -102 -34%
CPIG
1702
Chicago Partners Investment Group
Illinois
$28K -$3.96K -27 -12%
WAP
1703
Wealthcare Advisory Partners
Pennsylvania
$25K +$25K +175 New
SAM
1704
Shamrock Asset Management
Texas
$24K – – –
MUS
1705
Mitsubishi UFJ Securities
Japan
$23K +$23K +157 New
RCM
1706
Riverhead Capital Management
Delaware
$22K -$2.16M -56,325 -99%
BC
1707
Barnett & Company
Tennessee
$22K – – –
HCM
1708
Horrell Capital Management
Arkansas
$21K – – –
AOWM
1709
Alpha Omega Wealth Management
Virginia
$20K – – –
CG
1710
Cutler Group
California
$18K +$3K +21 +20%
FO
1711
FT Options
Illinois
$15K -$1.48M -10,368 -99%
GBT
1712
Grove Bank & Trust
Florida
$15K – – –
WA
1713
WealthTrust-Arizona
Arizona
$15K +$291 +2 +2%
HCM
1714
Herndon Capital Management
Georgia
$12K +$12K +85 New
WAS
1715
WESPAC Advisors SoCal
California
$11.7K -$102K -702 -90%
WI
1716
Wintrust Investments
Illinois
$10K +$10K +2,929 New
CF
1717
CenterStar Fund
Illinois
$9K -$308K – –
ECM
1718
Exchange Capital Management
Michigan
$8K +$8K +52 New
AT
1719
Arden Trust
Delaware
$7.83K -$146 -1,005 -2%
BCI
1720
Brinker Capital Investments
Pennsylvania
$6K – – –
MSFP
1721
Mark Sheptoff Financial Planning
Connecticut
$6K +$6K +43 New
UMA
1722
USA Mutuals Advisors
Texas
$3K – – –
MIM
1723
Macroview Investment Management
Maryland
$2K – – –
CIM
1724
Contravisory Investment Management
Massachusetts
$2K +$2K +15 New
FHC
1725
First Heartland Consultants
Missouri
$548 +$15 +100 +3%
67 68
69
70 71