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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 %
BFIM
651
Beese Fulmer Investment Management
Ohio
$3.82M -$3.24K -22 -0.1%
RC
652
RBO & Co
California
$3.82M – – –
GC
653
Grimes & Company
Massachusetts
$3.81M -$9.27K -63 -0.2%
II
654
IFM Investors
Australia
$3.8M +$983K +6,688 +35%
CB
655
Chemical Bank
Michigan
$3.79M -$135K -919 -3%
FNBT
656
FineMark National Bank & Trust
Florida
$3.77M -$200K -1,360 -5%
ANI
657
American National Insurance
Texas
$3.76M – – –
PFSC
658
Peoples Financial Services Corp
Pennsylvania
$3.76M – – –
CAN
659
Cetera Advisor Networks
California
$3.76M -$205K -1,391 -5%
EFS
660
Essex Financial Services
Connecticut
$3.75M -$314K -2,137 -8%
SHCM
661
Stokes & Hubbell Capital Management
Louisiana
$3.73M +$230K +1,565 +7%
Acadian Asset Management
662
Acadian Asset Management
Massachusetts
$3.72M -$2.05M -13,955 -36%
DWM
663
Darwin Wealth Management
Florida
$3.71M -$457K -3,111 -11%
KIA
664
KCM Investment Advisors
California
$3.71M -$180K -1,226 -5%
VFM
665
Viking Fund Management
North Dakota
$3.69M +$615K +4,184 +20%
EOJOAM
666
E. Ohman J:or Asset Management
Sweden
$3.65M -$4.36M -29,624 -54%
HT
667
Heritage Trust
Oklahoma
$3.64M -$320K -2,177 -8%
Cerity Partners
668
Cerity Partners
New York
$3.63M -$16.2K -110 -0.4%
HDIM
669
Hanson & Doremus Investment Management
Vermont
$3.63M -$9.56K -65 -0.3%
DWT
670
Dorsey & Whitney Trust
South Dakota
$3.62M +$106K +724 +3%
IRF
671
IBM Retirement Fund
New York
$3.62M +$1.47M +8,973 +69%
KRSITF
672
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.6M +$31.5K +214 +0.9%
CCFCSB
673
Cape Cod Five Cents Savings Bank
Massachusetts
$3.59M -$215K -1,459 -6%
TCM
674
Twin Capital Management
Pennsylvania
$3.57M -$1.01M -6,883 -22%
Natixis Advisors
675
Natixis Advisors
Massachusetts
$3.57M -$1.5M -10,186 -30%
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