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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 %
NB
451
NBT Bank
New York
$8.8M -$869K -5,219 -9%
AAM
452
AR Asset Management
California
$8.74M – – –
BCM
453
Buckhead Capital Management
Georgia
$8.73M -$20.3K -122 -0.2%
DC
454
Davenport & Co
Virginia
$8.72M -$63.8K -402 -0.7%
SFG
455
Sather Financial Group
Texas
$8.63M -$999 -6 -0%
NIA
456
Northstar Investment Advisors
Colorado
$8.62M +$192K +1,153 +2%
JIC
457
Johnson Investment Counsel
Ohio
$8.61M -$566K -3,402 -6%
LG
458
Leuthold Group
Minnesota
$8.56M -$191K -1,145 -2%
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$8.54M -$12.8K -77 -0.1%
WPC
460
Waters Parkerson & Co
Louisiana
$8.52M +$349K +2,097 +4%
TCOV
461
Trust Company of Vermont
Vermont
$8.51M +$73.4K +441 +0.9%
WT
462
Washington Trust
Rhode Island
$8.49M -$85.6K -514 -1%
WA
463
WealthTrust Axiom
Pennsylvania
$8.48M +$168K +1,008 +2%
LS
464
Livforsakringsbolaget Skandia
Sweden
$8.47M -$6.03M -36,192 -42%
AMAL
465
Asset Management Advisors LLC
Oklahoma
$8.45M +$440K +2,641 +5%
TFA
466
Transamerica Financial Advisors
Florida
$8.44M -$42.8K -257 -0.5%
SIG
467
Schaller Investment Group
North Carolina
$8.39M -$11.5M -69,036 -58%
CIC
468
Carnegie Investment Counsel
Ohio
$8.34M +$1.74M +12,017 +26%
LC
469
Lourd Capital
California
$8.33M +$21.8K +131 +0.3%
SIRP
470
Shelter Insurance Retirement Plan
Missouri
$8.32M – – –
LMGAM
471
Liberty Mutual Group Asset Management
Massachusetts
$8.3M -$2.78M -16,685 -25%
BMO
472
Beck Mack & Oliver
New York
$8.27M -$1.62M -9,736 -16%
JGUA
473
John G. Ullman & Associates
New York
$8.26M -$263K -1,580 -3%
CCM
474
Cohen Capital Management
California
$8.25M – – –
CIA
475
Choate Investment Advisors
Massachusetts
$8.25M -$120K -722 -1%
17 18
19
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