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IBM
IBM

Overview Fund Activity

1,793 hedge funds and large institutions have $84.5B invested in IBM in 2017 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 631 increasing their positions, 874 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,793
Holders Change
-67
Holders Change %
-3.6%
% of All Funds
44.77%
Holding in Top 10
67
Holding in Top 10 Change
-47
Holding in Top 10 Change %
-41.23%
% of All Funds
1.67%
New
65
Increased
631
Reduced
874
Closed
114
Calls
$1.51B
Puts
$1.94B
Net Calls
-$435M
Net Calls Change
-$604M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$345M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$308M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$301M
4
Morgan Stanley
Morgan Stanley
New York
+$238M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$227M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.61B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$260M
3
Capital International Investors
Capital International Investors
California
-$184M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$141M
5
State Street
State Street
Massachusetts
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$24.4M +$378K +2,571 +2%
WF
227
Welch & Forbes
Massachusetts
$24.3M -$2.16M -14,664 -8%
URS
228
Utah Retirement Systems
Utah
$24.2M -$585K -3,975 -2%
Nomura Asset Management
229
Nomura Asset Management
Japan
$24.2M -$128K -873 -0.5%
PI
230
Putnam Investments
Massachusetts
$23.4M -$2.36M -16,034 -9%
O
231
OppenheimerFunds
New York
$23.2M +$5.76M +39,146 +33%
SBCM
232
Schwerin Boyle Capital Management
Massachusetts
$22.8M +$84.6K +575 +0.4%
Baird Financial Group
233
Baird Financial Group
Wisconsin
$22.7M -$1.93M -13,156 -8%
MSV
234
MN Services Vermogensbeheer
Netherlands
$22.7M +$19M +129,140 +512%
Squarepoint
235
Squarepoint
New York
$22.6M +$19.3M +131,354 +592%
MNA
236
Manning & Napier Advisors
New York
$22.4M +$6.15M +41,814 +38%
SWITC
237
Stewart West Indies Trading Company
Colorado
$22.3M – – –
PR
238
Payden & Rygel
California
$22.2M – – –
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$22.1M +$569K +3,872 +3%
Creative Planning
240
Creative Planning
Kansas
$22.1M -$666K -4,528 -3%
HCM
241
Holland Capital Management
Illinois
$22M -$997K -6,779 -4%
RGI
242
River Global Investors
United Kingdom
$21.9M +$11M +74,547 +100%
XK
243
Xact Kapitalforvaltning
Sweden
$21.8M +$81.9K +557 +0.4%
RI
244
RWWM Inc
California
$21.7M -$113K -771 -0.5%
WB
245
WesBanco Bank
West Virginia
$21.7M +$709K +4,824 +3%
AIM
246
Achmea Investment Management
Netherlands
$21.4M -$4.53M -30,842 -17%
ACM
247
Advisors Capital Management
New Jersey
$21.1M +$1.29M +8,752 +6%
ZIG
248
Zurich Insurance Group
Switzerland
$21.1M -$1.2M -8,132 -5%
DCM
249
Donaldson Capital Management
Indiana
$21M -$183K -1,241 -0.9%
CB
250
Commerce Bank
Missouri
$21M -$1.41M -9,566 -6%
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