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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 %
DZ Bank
276
DZ Bank
Germany
$17.2M -$58.3M -396,748 -77%
SAM
277
Silvercrest Asset Management
New York
$16.9M -$838K -5,700 -5%
CCT
278
Country Club Trust
Missouri
$16.8M -$190K -1,291 -1%
Jacobs Levy Equity Management
279
Jacobs Levy Equity Management
New Jersey
$16.7M +$16.7M +113,333 New
BC
280
Bruce & Co
Illinois
$16.4M – – –
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$16.2M +$1.46M +9,936 +10%
MOACM
282
Mutual of America Capital Management
New York
$16M -$2.46M -16,713 -13%
DF
283
Donoghue Forlines
Massachusetts
$16M +$16M +108,719 New
Macquarie Group
284
Macquarie Group
Australia
$15.8M +$3.85M +26,186 +32%
Lazard Asset Management
285
Lazard Asset Management
New York
$15.7M -$6.77M -46,004 -30%
WG
286
Welch Group
Alabama
$15.6M +$1.51M +10,241 +11%
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M +$11.9M +81,032 +334%
N
288
Natixis
France
$15.5M -$56.9M -387,047 -79%
WIC
289
Willis Investment Counsel
Georgia
$15.4M -$2.22M -15,063 -13%
AB
290
Amalgamated Bank
New York
$15.4M +$5.38M +36,614 +54%
RMA
291
Roffman Miller Associates
Pennsylvania
$15.3M +$737K +5,011 +5%
PA
292
Pinnacle Associates
New York
$15.2M +$1.5M +10,166 +11%
AAF
293
Andra AP-fonden
Sweden
$15.2M +$123K +836 +0.8%
GHCM
294
Glen Harbor Capital Management
California
$15.1M +$2.32M +15,755 +18%
Public Sector Pension Investment Board (PSP Investments)
295
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15M -$15.1M -102,404 -50%
TF
296
TIAA FSB
Florida
$15M +$15M +101,910 New
DA
297
Denali Advisors
California
$14.7M +$1.32M +8,996 +10%
TRSOTSOK
298
Teachers Retirement System of the State of Kentucky
Kentucky
$14.6M -$769K -5,230 -5%
Dodge & Cox
299
Dodge & Cox
California
$14.5M -$315K -2,142 -2%
DILIC
300
Dai-ichi Life Insurance Company
Japan
$14.2M -$8.17M -55,542 -37%
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