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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 %
HighTower Advisors
151
HighTower Advisors
Illinois
$52.5M -$5.54M -38,141 -10%
Mackenzie Financial
152
Mackenzie Financial
Ontario, Canada
$52.1M +$51.1M +352,186 +5,180%
ASRS
153
Arizona State Retirement System
Arizona
$51.3M -$4.74M -32,635 -8%
Royal London Asset Management
154
Royal London Asset Management
United Kingdom
$49.5M -$5.4B -37,229,452 -99%
GAM
155
Gotham Asset Management
New York
$48.8M -$4.22M -29,100 -8%
Luther King Capital Management (LKCM)
156
Luther King Capital Management (LKCM)
Texas
$48.8M -$5.23M -36,016 -10%
NFA
157
Nationwide Fund Advisors
Ohio
$46.7M -$815K -5,615 -2%
Brown Advisory
158
Brown Advisory
Maryland
$46.4M +$268K +1,850 +0.6%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$46M -$2.59M -17,838 -5%
SAC
160
Smith Affiliated Capital
New York
$45.5M -$45.4M – –
BNP Paribas Asset Management
161
BNP Paribas Asset Management
France
$45.3M -$5.22M -35,983 -10%
SDIC
162
South Dakota Investment Council
South Dakota
$44.5M +$361K +2,489 +0.8%
Fayez Sarofim & Co
163
Fayez Sarofim & Co
Texas
$44.4M -$1.3M -8,963 -3%
State of New Jersey Common Pension Fund D
164
State of New Jersey Common Pension Fund D
New Jersey
$44M – – –
Nuveen Asset Management
165
Nuveen Asset Management
Illinois
$43.6M -$497K -3,426 -1%
TPSF
166
Texas Permanent School Fund
Texas
$43.5M -$2.85M -19,639 -6%
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$43.4M +$8.14M +56,088 +23%
USAA
168
United Services Automobile Association
Texas
$42.2M +$179K +1,234 +0.4%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$41.8M -$483K -3,327 -1%
Parallax Volatility Advisers
170
Parallax Volatility Advisers
California
$41.4M +$19.9M +137,483 +93%
DRZID
171
DePrince Race & Zollo Inc (DRZ)
Florida
$41.2M -$2.91M -20,020 -7%
JPMPWA
172
J.P. Morgan Private Wealth Advisors
California
$41.2M -$2.13M -14,664 -5%
GG
173
Gofen & Glossberg
Illinois
$41M -$1.91M -13,146 -4%
Connor, Clark & Lunn Investment Management (CC&L)
174
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40.9M +$2.85M +19,639 +7%
ORIO
175
Old Republic International (ORI)
Illinois
$40.4M +$5.16M +35,564 +15%
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