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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 %
HIMC
251
Heritage Investors Management Corp
Maryland
$20.9M +$76.3K +519 +0.4%
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$20.5M -$1.33M -9,020 -6%
BAPIM
253
British Airways Pensions Investment Management
United Kingdom
$20.4M – – –
LCM
254
Logan Capital Management
Pennsylvania
$20.3M +$1.05M +7,116 +5%
RFC
255
Regions Financial Corp
Alabama
$20.3M -$970K -6,597 -5%
CB
256
Community Bank
New York
$20.1M +$251K +1,708 +1%
TAM
257
Tocqueville Asset Management
New York
$19.9M -$6.38M -43,410 -24%
CAM
258
Capstone Asset Management
Texas
$19.8M -$478K -3,252 -2%
ZIM
259
Zacks Investment Management
Illinois
$19.7M +$423K +2,877 +2%
UIM
260
USS Investment Management
United Kingdom
$19.7M +$1.22M +8,264 +7%
SG Americas Securities
261
SG Americas Securities
New York
$19.1M -$44.6M -303,400 -70%
CA
262
Commerzbank Aktiengesellschaft
Germany
$19M -$4.55M -30,972 -19%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$18.9M +$713K +4,846 +4%
BBHC
264
Brown Brothers Harriman & Co
New York
$18.9M -$492K -3,344 -3%
William Blair & Company
265
William Blair & Company
Illinois
$18.6M +$3.5M +23,771 +23%
CSIC
266
Clifford Swan Investment Counsel
California
$18.5M -$224K -1,526 -1%
ACM
267
Azimuth Capital Management
Michigan
$18.4M +$268K +1,821 +1%
MSA
268
Mason Street Advisors
Wisconsin
$18.3M +$6.62K +45 +0%
Cambridge Investment Research Advisors
269
Cambridge Investment Research Advisors
Iowa
$17.9M -$1.25M -8,511 -7%
Envestnet Asset Management
270
Envestnet Asset Management
Illinois
$17.8M +$2.25M +15,318 +14%
HCM
271
Highbridge Capital Management
New York
$17.8M +$16.8M +114,091 +1,723%
VRS
272
Virginia Retirement Systems
Virginia
$17.7M -$19.2M -130,855 -52%
BCM
273
Bridgeway Capital Management
Texas
$17.6M +$1.02M +6,961 +6%
GIA
274
Guyasuta Investment Advisors
Pennsylvania
$17.5M -$709K -4,820 -4%
FT
275
Fiduciary Trust
Massachusetts
$17.3M -$1.28M -8,677 -7%
9 10
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