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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 %
IIC
601
Ironwood Investment Counsel
Arizona
$5.16M +$79.4K +477 +2%
PAS
602
Partnervest Advisory Services
California
$5.14M -$2.7M -16,211 -34%
WFMPM
603
Woodley Farra Manion Portfolio Management
Indiana
$5.14M +$2.47M +14,848 +93%
WSC
604
Wellington Shields & Co
New York
$5.13M +$52.3K +314 +1%
WIS
605
Wright Investors Service
Connecticut
$5.12M +$1.15M +6,894 +29%
PIM
606
Penobscot Investment Management
Massachusetts
$5.06M +$33K +198 +0.7%
NLI
607
Nippon Life Insurance
Japan
$4.99M -$728K -4,371 -13%
LDB
608
Lee, Danner & Bass
Tennessee
$4.98M -$547K -3,284 -10%
IHL
609
Investment House LLC
California
$4.98M +$2.5K +15 +0.1%
WSCM
610
Wellington Shields Capital Management
New York
$4.98M +$1.64M +9,833 +49%
CPO
611
Cerity Partners OCIO
New York
$4.97M +$83.1K +499 +2%
SIP
612
Stoneridge Investment Partners
Pennsylvania
$4.96M +$2.68M +16,070 +117%
FAT
613
First American Trust
California
$4.94M -$119K -717 -2%
CCMINC
614
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.93M -$37.5K -225 -0.8%
SLI
615
Sumitomo Life Insurance
Japan
$4.91M +$832 +5 +0%
HC
616
Hourglass Capital
Texas
$4.91M +$26.1K +157 +0.5%
DWM
617
Dorchester Wealth Management
Quebec, Canada
$4.9M -$117K -701 -2%
IMOV
618
Investment Management of Virginia
Virginia
$4.9M -$174K -1,046 -3%
SFA
619
Staton Financial Advisors
North Carolina
$4.87M -$111K -664 -2%
JPMIA
620
J.P. Marvel Investment Advisors
Massachusetts
$4.87M +$276K +1,660 +6%
SPIA
621
Steward Partners Investment Advisory
New York
$4.85M +$4.85M +29,143 New
OWD
622
Osborn Williams & Donohoe
Ohio
$4.83M +$136K +814 +3%
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$4.78M +$2.25M +13,522 +89%
AT
624
Argent Trust
Texas
$4.77M -$65.9K -396 -1%
CC
625
ClearArc Capital
Ohio
$4.76M +$261K +1,569 +6%
23 24
25
26 27