IBM icon

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 %
AIA
676
AIMZ Investment Advisors
California
$3.56M -$129K -874 -3%
BE
677
Bonness Enterprises
District of Columbia
$3.54M +$669K +4,550 +23%
GWM
678
Geneos Wealth Management
Colorado
$3.53M -$123K -835 -3%
APSI
679
Asset Planning Services Inc
Louisiana
$3.52M +$100K +680 +3%
AI
680
Atria Investments
North Carolina
$3.48M +$381K +2,589 +12%
M
681
MOTCO
Texas
$3.48M +$518K +3,525 +18%
CPO
682
Cerity Partners OCIO
New York
$3.48M -$908K -6,173 -21%
TWA
683
TCI Wealth Advisors
Arizona
$3.46M +$74.6K +507 +2%
IP
684
Intellectus Partners
California
$3.46M +$874K +5,941 +34%
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$3.45M -$771K -5,241 -18%
WAM
686
Wealthspire Advisors (Maryland)
Maryland
$3.45M +$1.43M +9,713 +71%
FRAF
687
Första AP-fonden
Sweden
$3.44M +$707K +4,811 +26%
Fisher Asset Management
688
Fisher Asset Management
Washington
$3.39M +$285K +1,939 +9%
FPTW
689
Franklin, Parlapiano, Turner & Welch
Texas
$3.39M +$237K +1,609 +8%
CT
690
Cambridge Trust
Massachusetts
$3.39M -$414K -2,812 -11%
PWW
691
Pettyjohn Wood & White
Virginia
$3.38M -$3.53K -24 -0.1%
CCA
692
Catalyst Capital Advisors
New York
$3.35M -$303K -2,062 -8%
RG
693
Rikoon Group
New Mexico
$3.35M -$30.7K -209 -0.9%
PFP
694
Pinnacle Financial Partners
Tennessee
$3.33M +$938K +6,378 +39%
CS
695
Comerica Securities
Michigan
$3.31M +$2.71M +18,407 +452%
CAM
696
Cubic Asset Management
Massachusetts
$3.3M – – –
HAIM
697
Hunter Associates Investment Management
Pennsylvania
$3.28M +$201K +1,365 +7%
SCM
698
Sterneck Capital Management
Missouri
$3.27M +$1.56M +10,626 +91%
JAM
699
Jolley Asset Management
North Carolina
$3.27M -$412K -2,801 -11%
CA
700
Clearstead Advisors
Ohio
$3.25M -$457K -3,111 -12%
26 27
28
29 30