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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 %
SFG
426
Sather Financial Group
Texas
$7.98M +$353K +2,400 +5%
HC
427
Hourglass Capital
Texas
$7.95M +$3.62M +24,591 +83%
WPC
428
Waters Parkerson & Co
Louisiana
$7.94M +$423K +2,874 +6%
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$7.87M +$327K +2,225 +4%
CTC
430
Central Trust Company
Missouri
$7.85M -$630K -4,283 -7%
RG
431
Rathbones Group
United Kingdom
$7.74M -$90.9K -618 -1%
RWA
432
Ropes Wealth Advisors
Massachusetts
$7.73M +$1.14M +7,750 +17%
AAM
433
AR Asset Management
California
$7.72M – – –
ISL
434
Ingalls & Snyder LLC
New York
$7.71M -$165K -1,120 -2%
BCM
435
Buckhead Capital Management
Georgia
$7.65M -$59.7K -406 -0.8%
NIA
436
Northstar Investment Advisors
Colorado
$7.56M -$51.8K -352 -0.7%
LS
437
Livforsakringsbolaget Skandia
Sweden
$7.48M – – –
DC
438
Davenport & Co
Virginia
$7.47M -$612K -4,162 -8%
NB
439
NBT Bank
New York
$7.47M -$306K -2,078 -4%
ERSOT
440
Employees Retirement System of Texas
Texas
$7.38M -$11.1M -75,730 -60%
WA
441
WealthTrust Axiom
Pennsylvania
$7.38M -$108K -733 -1%
GL
442
GLG LLC
New York
$7.37M -$1.86M -12,627 -20%
SIRP
443
Shelter Insurance Retirement Plan
Missouri
$7.35M – – –
BPC
444
Banque Pictet & Cie
Switzerland
$7.35M -$1.81M -12,341 -20%
SIG
445
Schaller Investment Group
North Carolina
$7.33M -$76.9K -523 -1%
TCOV
446
Trust Company of Vermont
Vermont
$7.31M -$209K -1,420 -3%
VV
447
Verity & Verity
South Carolina
$7.31M +$299K +2,032 +4%
BIC
448
Bridges Investment Counsel
Nebraska
$7.31M +$5.55M +37,727 +315%
LG
449
Leuthold Group
Minnesota
$7.31M -$257K -1,746 -3%
WT
450
Washington Trust
Rhode Island
$7.31M -$195K -1,329 -3%
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