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IBM
IBM

Overview Fund Activity

1,860 hedge funds and large institutions have $96.5B invested in IBM in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 701 increasing their positions, 783 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,860
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
46.37%
Holding in Top 10
114
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.56%
% of All Funds
2.84%
New
118
Increased
701
Reduced
783
Closed
55
Calls
$2.06B
Puts
$1.9B
Net Calls
+$169M
Net Calls Change
+$582M

Top Buyers

1
BlackRock
BlackRock
New York
+$8.62B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$370M
3
Renaissance Technologies
Renaissance Technologies
New York
+$352M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$248M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$178M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.9B
2
Capital World Investors
Capital World Investors
California
-$279M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$259M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$173M
5
ClearBridge Investments
ClearBridge Investments
New York
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNA
301
Manning & Napier Advisors
New York
$18.3M +$849K +5,101 +5%
Envestnet Asset Management
302
Envestnet Asset Management
Illinois
$17.6M -$3.89M -23,362 -18%
SCI
303
SkyBridge Capital II
New York
$17.6M -$672K -4,035 -4%
WAM
304
World Asset Management
Michigan
$17.5M +$2.18M +13,119 +14%
TRSOTSOK
305
Teachers Retirement System of the State of Kentucky
Kentucky
$17.4M -$1.36M -8,159 -7%
William Blair & Company
306
William Blair & Company
Illinois
$17.3M +$3.97M +23,507 +30%
JG
307
Jefferies Group
New York
$17M +$8.41M +50,538 +98%
GAM
308
Gotham Asset Management
New York
$16.8M -$10.2M -61,003 -38%
Dodge & Cox
309
Dodge & Cox
California
$16.7M -$481K -2,888 -3%
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$16.7M +$7.48M +44,913 +81%
DnB Asset Management
311
DnB Asset Management
Norway
$16.6M +$1.48M +8,912 +10%
RMA
312
Roffman Miller Associates
Pennsylvania
$16.5M +$558K +3,349 +3%
BSA
313
Braun Stacey Associates
New York
$16.5M +$2.23M +13,390 +16%
BC
314
Bartlett & Co
Ohio
$16M -$2.21M -13,294 -12%
TCT
315
TIAA CREF Trust
Missouri
$16M -$65.9K -396 -0.4%
QI
316
QS Investors
New York
$16M -$14M -84,366 -47%
WG
317
Welch Group
Alabama
$15.9M -$26.8K -161 -0.2%
TIP
318
Torray Investment Partners
Maryland
$15.9M +$7.82K +47 +0%
SMDAM
319
Sumitomo Mitsui DS Asset Management
Japan
$15.6M +$1.23M +7,393 +9%
PA
320
Pinnacle Associates
New York
$15.6M +$3.39M +20,369 +28%
KLWA
321
Kelly Lawrence W & Associates
California
$15.4M -$858K -5,151 -5%
VDBMI
322
Van Den Berg Management I
Texas
$15.3M -$568K -3,411 -4%
PWAG
323
Polaris Wealth Advisory Group
California
$15.3M +$318K +1,910 +2%
DA
324
Denali Advisors
California
$15.2M +$2.55M +15,339 +20%
QIM
325
Quantitative Investment Management
Virginia
$15.2M +$2.3M +13,808 +18%
11 12
13
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