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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 %
SCM
576
Sterling Capital Management
North Carolina
$4.73M -$426K -2,898 -8%
WFMPM
577
Woodley Farra Manion Portfolio Management
Indiana
$4.73M +$194K +1,317 +4%
FNBOO
578
First National Bank of Omaha
Nebraska
$4.73M -$122K -828 -3%
CCM
579
Crossvault Capital Management
Texas
$4.7M +$609K +4,139 +15%
LCM
580
Laurion Capital Management
New York
$4.69M -$908K -6,176 -16%
WSC
581
Wellington Shields & Co
New York
$4.68M +$154K +1,046 +3%
OA
582
Outfitter Advisors
Virginia
$4.67M +$87.8K +597 +2%
CNBT
583
Canandaigua National Bank & Trust
New York
$4.64M -$31.6K -215 -0.7%
RJA
584
Robshaw & Julian Associates
New York
$4.64M -$3.97K -27 -0.1%
VST
585
Van Strum & Towne
California
$4.63M -$16.6K -113 -0.4%
CCMINC
586
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.62M +$265K +1,804 +6%
EWM
587
Evercore Wealth Management
New York
$4.61M -$205K -1,392 -4%
SIC
588
Salem Investment Counselors
North Carolina
$4.6M +$37.7K +256 +0.8%
DWM
589
Dorchester Wealth Management
Quebec, Canada
$4.59M +$258K +1,752 +6%
ST
590
Spot Trading
Illinois
$4.59M +$4.59M +31,175 New
BTW
591
Boston Trust Walden
Massachusetts
$4.58M -$316K -2,146 -6%
SWM
592
SVA Wealth Management
Wisconsin
$4.56M +$373K +2,536 +9%
SLI
593
Sumitomo Life Insurance
Japan
$4.53M +$192K +1,304 +4%
PP
594
Patten & Patten
Tennessee
$4.48M -$3.63M -24,674 -45%
B
595
Bailard
California
$4.48M -$120K -816 -3%
FNFDCM
596
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.41M -$680K -4,626 -13%
IMOV
597
Investment Management of Virginia
Virginia
$4.38M +$57.1K +388 +1%
IHL
598
Investment House LLC
California
$4.38M -$23.1K -157 -0.5%
BUB
599
BBVA USA Bancshares
Texas
$4.36M -$621K -4,221 -12%
PCA
600
Personal Capital Advisors
California
$4.35M +$3.4M +23,148 +359%
22 23
24
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