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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 %
GIM
401
Goelzer Investment Management
Indiana
$9.26M +$74.9K +509 +0.8%
SCM
402
Shelton Capital Management
Colorado
$9.21M +$2.48M +16,883 +37%
SIM
403
Sentry Investment Management
Wisconsin
$8.99M -$1.27M -8,669 -12%
JC
404
Jacobs & Co
California
$8.8M +$400K +2,722 +5%
AHB
405
Abner Herrman & Brock
New Jersey
$8.78M -$3.13M -21,259 -26%
PAG
406
Private Advisor Group
New Jersey
$8.77M -$3.53M -24,047 -29%
RJT
407
Raymond James Trust
Florida
$8.74M -$3.24M -22,049 -27%
CIA
408
Capital Investment Advisors
Georgia
$8.69M -$2.45M -16,690 -22%
FQ
409
First Quadrant
California
$8.5M -$776K -5,279 -8%
LMGAM
410
Liberty Mutual Group Asset Management
Massachusetts
$8.49M +$1.16M +7,907 +16%
KRS
411
Kentucky Retirement Systems
Kentucky
$8.43M -$34.6K -235 -0.4%
WSFS
412
Wilmington Savings Fund Society
Delaware
$8.36M -$85.6K -582 -1%
RFS
413
Rockefeller Financial Services
New York
$8.35M -$1.91M -12,982 -19%
Voloridge Investment Management
414
Voloridge Investment Management
Florida
$8.33M +$8.33M +56,634 New
SGK
415
Steigerwald Gordon & Koch
Virginia
$8.28M +$465K +3,181 +6%
AMAL
416
Asset Management Advisors LLC
Oklahoma
$8.28M +$817K +5,557 +11%
PFM
417
Parsec Financial Management
North Carolina
$8.26M -$300K -2,038 -4%
Millennium Management
418
Millennium Management
New York
$8.25M -$106M -717,396 -93%
RMCM
419
Reynders McVeigh Capital Management
Massachusetts
$8.22M +$2.58M +17,572 +46%
JIR
420
James Investment Research
Ohio
$8.15M -$12.7M -86,324 -61%
ATO
421
Alecta Tjanstepension Omsesidigt
Sweden
$8.15M -$115M -781,362 -93%
LSERS
422
Louisiana State Employees Retirement System
Louisiana
$8.15M +$30.7K +209 +0.4%
FCI
423
Financial Counselors Inc
Kansas
$8.14M -$1.09M -7,385 -12%
DLA
424
Douglas Lane & Associates
New York
$8.07M -$5.3K -36 -0.1%
MCM
425
McRae Capital Management
New Jersey
$8.05M +$175K +1,191 +2%
15 16
17
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