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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 %
TRIM
501
Thompson Rubinstein Investment Management
Oregon
$6.04M -$36.2K -246 -0.6%
PPCM
502
Pillar Pacific Capital Management
California
$6.04M +$151K +1,025 +3%
Hudson Bay Capital Management
503
Hudson Bay Capital Management
Connecticut
$6.01M +$4.45M +30,232 +284%
BFEC
504
Benjamin F. Edwards & Company
Missouri
$5.99M +$266K +1,807 +5%
1SB
505
1ST Source Bank
Indiana
$5.98M -$92.9K -632 -2%
KFC
506
Klingenstein Fields & Co
New York
$5.96M -$72.4K -492 -1%
GG
507
Greenwood Gearhart
Arkansas
$5.95M +$93.8K +638 +2%
GLRA
508
Gerald L. Ray & Associates
Texas
$5.95M +$295K +2,007 +5%
MCM
509
Murphy Capital Management
New Jersey
$5.9M -$612K -4,162 -9%
CA
510
CapWealth Advisors
Tennessee
$5.89M +$629K +4,275 +12%
LIA
511
LS Investment Advisors
Michigan
$5.89M +$1.23M +8,376 +26%
IA
512
IFP Advisors
Florida
$5.85M -$88.7K -603 -1%
NMC
513
Nine Masts Capital
Hong Kong
$5.84M +$5.84M +39,686 New
CK
514
Cohen Klingenstein
New York
$5.8M – – –
BCM
515
Brookstone Capital Management
Illinois
$5.8M +$509K +3,462 +10%
PDN
516
Pensionfund DSM Netherlands
Netherlands
$5.8M – – –
SWP
517
Stratos Wealth Partners
Ohio
$5.76M -$2.53M -17,205 -31%
FCMC
518
Founders Capital Management (Connecticut)
Connecticut
$5.76M – – –
GJIC
519
Gamble Jones Investment Counsel
California
$5.75M -$200K -1,361 -3%
BAAM
520
Baker Avenue Asset Management
California
$5.75M +$166K +1,127 +3%
AC
521
AFAM Capital
Texas
$5.74M +$135K +921 +2%
AA
522
Apriem Advisors
California
$5.73M +$715K +4,865 +14%
CIA
523
Choate Investment Advisors
Massachusetts
$5.72M -$1.57M -10,681 -22%
SCA
524
Salient Capital Advisors
Texas
$5.68M +$50.1K +341 +0.9%
LA
525
Lynch & Associates
Indiana
$5.68M -$32.5K -221 -0.6%
19 20
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