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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 %
CCM
451
Cohen Capital Management
California
$7.29M – – –
LC
452
Lourd Capital
California
$7.28M -$76.5K -520 -1%
AI
453
Ariel Investments
Illinois
$7.23M -$932K -6,339 -11%
HR
454
Howe & Rusling
New York
$7.21M +$18.7K +127 +0.3%
VW
455
Vantage Wealth
California
$7.2M +$7.2M +48,921 New
SI
456
Stephens Inc
Arkansas
$7.19M -$623K -4,233 -8%
SIP
457
Stoneridge Investment Partners
Pennsylvania
$7.19M +$2.81M +19,116 +64%
LI
458
Lafayette Investments
Maryland
$7.18M +$52.2K +355 +0.7%
BMO
459
Beck Mack & Oliver
New York
$7.18M -$124K -845 -2%
CG
460
Cutler Group
California
$7.15M -$10.5M -71,470 -60%
CSS
461
Cubist Systematic Strategies
Connecticut
$7.1M -$50.9K -346 -0.7%
TAM
462
Tyers Asset Management
Texas
$7.09M +$1.09M +7,414 +18%
AF
463
Ally Financial
Michigan
$7.08M – – –
NPC
464
National Planning Corporation
California
$7.03M +$495K +3,328 +8%
SCM
465
Shapiro Capital Management
Georgia
$6.99M +$6.99M +47,514 New
JIC
466
Johnson Investment Counsel
Ohio
$6.98M -$628K -4,268 -8%
BFA
467
Bragg Financial Advisors
North Carolina
$6.91M -$26.3K -179 -0.4%
ONB
468
Old National Bancorp
Indiana
$6.88M +$59.7K +406 +0.9%
TCM
469
Tufton Capital Management
Maryland
$6.87M -$56.9K -387 -0.8%
UR
470
USCA RIA
Texas
$6.87M +$1.47M +10,012 +27%
B
471
Barings
North Carolina
$6.85M -$9.61M -65,354 -58%
MML Investors Services
472
MML Investors Services
Massachusetts
$6.82M -$2.35M -15,988 -26%
MERSOM
473
Municipal Employees' Retirement System of Michigan
Michigan
$6.76M – – –
CNB
474
Camden National Bank
Maine
$6.67M +$153K +1,039 +2%
FSA
475
Franklin Street Advisors
North Carolina
$6.67M +$304K +2,066 +5%
17 18
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