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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 %
WT
326
Whittier Trust
California
$12.4M -$102K -696 -0.8%
SCI
327
SkyBridge Capital II
New York
$12.4M -$3.2M -21,762 -21%
SEI Investments
328
SEI Investments
Pennsylvania
$12.3M +$326K +2,215 +3%
IIM
329
Intact Investment Management
Quebec, Canada
$12.3M +$677K +4,603 +6%
ZIG
330
Zuckerman Investment Group
Illinois
$12.3M +$520K +3,533 +4%
NAMA
331
Nikko Asset Management Americas
New York
$12.3M +$10.6M +72,383 +659%
GF
332
Gabelli Funds
New York
$12.2M -$154K -1,046 -1%
AIS
333
American Investment Services
Massachusetts
$12.2M +$660K +4,491 +6%
PCMK
334
Paragon Capital Management (Kansas)
Kansas
$12.1M +$711K +4,838 +6%
BCM
335
Beddow Capital Management
Wyoming
$12.1M -$150K -1,019 -1%
BC
336
Burney Company
Virginia
$12M -$1.4M -9,496 -10%
FTIOP
337
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12M +$3M +20,380 +33%
MIM
338
Montgomery Investment Management
Maryland
$11.9M -$52.4K -356 -0.4%
HAI
339
Hennessy Advisors Inc
California
$11.9M -$563K -3,829 -5%
SIA
340
SeaBridge Investment Advisors
New Jersey
$11.8M +$1.88M +12,799 +19%
CS
341
Candriam SCA
Luxembourg
$11.8M +$491K +3,336 +4%
CNAM
342
Campbell Newman Asset Management
Wisconsin
$11.7M -$167K -1,136 -1%
RCM
343
Radnor Capital Management
Pennsylvania
$11.7M – – –
WJA
344
Williams Jones & Associates
New York
$11.7M -$12.4M -84,604 -52%
SOADOR
345
State of Alaska Department of Revenue
Alaska
$11.7M -$22.9K -156 -0.2%
TGCM
346
Tukman Grossman Capital Management
California
$11.5M -$4.98M -33,890 -30%
NMERB
347
New Mexico Educational Retirement Board
New Mexico
$11.5M -$1.1M -7,949 -9%
HEIP
348
Hudson Edge Investment Partners
New Jersey
$11.5M +$11.5M +78,154 New
OTPPB
349
Ontario Teachers' Pension Plan Board
Ontario, Canada
$11.4M +$3.24K +22 +0%
SCM
350
SKBA Capital Management
California
$11.4M -$1.8M -12,238 -14%
12 13
14
15 16