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IBM
IBM

Overview Fund Activity

1,973 hedge funds and large institutions have $81B invested in IBM in 2017 Q4 according to their latest regulatory filings, with 298 funds opening new positions, 710 increasing their positions, 759 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,973
Holders Change
+217
Holders Change %
+12.36%
% of All Funds
44.81%
Holding in Top 10
76
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.59%
% of All Funds
1.73%
New
298
Increased
710
Reduced
759
Closed
65
Calls
$1.76B
Puts
$2.25B
Net Calls
-$490M
Net Calls Change
-$154M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.11B
2
BlackRock
2
BlackRock
New York
$8.86B
3
Deutsche Bank
3
Deutsche Bank
Germany
$881M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$478M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$272M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$314M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$341M
3
APG Asset Management
3
APG Asset Management
Netherlands
$68.7M
4
Credit Agricole
4
Credit Agricole
France
$8.98M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
V
426
Veritable
Delaware
$8.42M -$431K -2,939 -5%
QT
427
Quantbot Technologies
New York
$8.42M +$5.86M +39,965 +229%
LCM
428
Laurion Capital Management
New York
$8.37M +$8.37M +57,065 New
VV
429
Verity & Verity
South Carolina
$8.36M +$780K +5,320 +10%
BAM
430
Bell Asset Management
Australia
$8.33M +$8.33M +56,785 New
WA
431
WealthTrust Axiom
Pennsylvania
$8.32M +$102K +696 +1%
TU
432
TDAM USA
Ontario, Canada
$8.27M -$586K -3,992 -7%
OMCS
433
Old Mutual Customised Solutions
South Africa
$8.23M +$2.72M +18,514 +49%
SI
434
Stephens Inc
Arkansas
$8.23M +$392K +2,676 +5%
WJA
435
Williams Jones & Associates
New York
$8.22M -$249K -1,700 -3%
MI
436
Markston International
New York
$8.17M -$1.05M -7,139 -11%
HCM
437
Howard Capital Management
Georgia
$8.16M +$8.16M +55,636 New
SGK
438
Steigerwald Gordon & Koch
Virginia
$8.15M -$291K -1,996 -3%
KRS
439
Kentucky Retirement Systems
Kentucky
$8.15M +$91.8K +626 +1%
GI
440
Gradient Investments
Minnesota
$8.11M +$483K +3,295 +6%
RWA
441
Ropes Wealth Advisors
Massachusetts
$8.06M +$22K +150 +0.3%
LNB
442
Ledyard National Bank
$8.01M +$2.25M +15,306 +39%
AAM
443
AR Asset Management
California
$8.01M – – –
LSERS
444
Louisiana State Employees Retirement System
Louisiana
$7.99M -$307K -2,092 -4%
WPC
445
Waters Parkerson & Co
Louisiana
$7.98M +$54.6K +372 +0.7%
AMAL
446
Asset Management Advisors LLC
Oklahoma
$7.94M -$1.13M -7,733 -13%
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$7.89M +$263K +1,793 +3%
FSA
448
Franklin Street Advisors
North Carolina
$7.88M +$1.49M +10,132 +23%
GWM
449
Geneos Wealth Management
Colorado
$7.88M +$4.28M +29,159 +119%
NIA
450
Northstar Investment Advisors
Colorado
$7.87M +$982K +6,692 +14%
16 17
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