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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 %
NLI
601
Nippon Life Insurance
Japan
$4.34M -$68.7K -467 -2%
PLFAM
602
Pineno Levin & Ford Asset Management
Virginia
$4.33M +$215K +1,464 +5%
WCF
603
West Coast Financial
California
$4.33M +$233K +1,583 +6%
SFA
604
Staton Financial Advisors
North Carolina
$4.32M +$15.4K +105 +0.4%
NEI
605
Northwest & Ethical Investments
Ontario, Canada
$4.31M +$383K +2,603 +10%
OCM
606
Olstein Capital Management
New York
$4.31M +$1.08M +7,322 +33%
LDB
607
Lee, Danner & Bass
Tennessee
$4.31M -$96K -653 -2%
JPMIA
608
J.P. Marvel Investment Advisors
Massachusetts
$4.3M -$735 -5 -0%
OWD
609
Osborn Williams & Donohoe
Ohio
$4.3M +$27.5K +187 +0.6%
SBIA
610
Sheaff Brock Investment Advisors
Indiana
$4.29M -$5.07M -34,442 -54%
MAM
611
Meeder Asset Management
Ohio
$4.29M -$4.49M -30,533 -51%
WSCM
612
Wellington Shields Capital Management
New York
$4.24M -$160K -1,088 -4%
ID
613
Integral Derivatives
New York
$4.21M -$13.1M -89,214 -76%
AT
614
Argent Trust
Texas
$4.21M -$4.27K -29 -0.1%
Federated Hermes
615
Federated Hermes
Pennsylvania
$4.19M -$20.8M -141,697 -83%
BCM
616
Birmingham Capital Management
Alabama
$4.17M +$30K +204 +0.7%
GC
617
Gratus Capital
Georgia
$4.16M – – –
SCA
618
Snowden Capital Advisors
New York
$4.16M +$239K +1,626 +6%
OLA
619
Oliver Luxxe Assets
New Jersey
$4.16M +$251K +1,708 +6%
AIP
620
Ameritas Investment Partners
Nebraska
$4.14M +$80.7K +549 +2%
AL
621
AJO LP
Pennsylvania
$4.14M +$3.44M +23,424 +495%
PAS
622
Partnervest Advisory Services
California
$4.14M -$402K -2,731 -9%
AIC
623
Argus Investors Counsel
New York
$4.13M +$408K +2,773 +11%
CBT
624
Capital Bank & Trust
California
$4.13M +$4.13M +28,112 New
RW
625
Rand Wealth
Maryland
$4.13M -$45K -306 -1%
23 24
25
26 27