IBM icon

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 %
CWP
751
Capital Wealth Planning
Florida
$3.34M +$1.31M +7,855 +64%
PS
752
Pensionfund Sabic
Netherlands
$3.33M -$766K -4,602 -19%
BAM
753
Barrett Asset Management
New York
$3.32M -$9.32K -56 -0.3%
First Eagle Investment Management
754
First Eagle Investment Management
New York
$3.3M -$705K -4,237 -18%
GA
755
Geneva Advisors
Illinois
$3.28M +$126K +755 +4%
MJRIC
756
Mogy Joel R Investment Counsel
California
$3.27M -$87.1K -523 -3%
BE
757
Bonness Enterprises
District of Columbia
$3.25M – – –
IWA
758
Intercontinental Wealth Advisors
Texas
$3.24M +$15K +90 +0.5%
MRCM
759
M&R Capital Management
New Jersey
$3.23M +$5.45K +86 +0.2%
SCM
760
Schnieders Capital Management
California
$3.23M +$98.4K +591 +3%
PGIM
761
Pacific Global Investment Management
California
$3.21M +$206K +1,237 +7%
II
762
IFM Investors
Australia
$3.19M +$1.19M +7,132 +59%
PC
763
Palo Capital
California
$3.17M +$422K +2,534 +15%
FMW
764
Farr Miller & Washington
District of Columbia
$3.17M -$89.7K -539 -3%
GCA
765
Guardian Capital Advisors
Ontario, Canada
$3.16M -$9.4K -57 -0.3%
CA
766
Cetera Advisors
Colorado
$3.16M -$239K -1,437 -7%
PPSG
767
Princeton Portfolio Strategies Group
New Jersey
$3.15M – – –
BAS
768
Brown Advisory Securities
Maryland
$3.15M -$99.9K -601 -3%
RCM
769
RNC Capital Management
California
$3.14M -$33.6K -202 -1%
DBT
770
Dubuque Bank & Trust
Iowa
$3.13M +$270K +1,624 +9%
PIM
771
Progressive Investment Management
Oregon
$3.12M -$49.4K -297 -2%
BFM
772
Boston Financial Management
Massachusetts
$3.11M -$262K -1,571 -8%
FM
773
Foster & Motley
Ohio
$3.1M +$402K +2,415 +15%
IWA
774
IBEX Wealth Advisors
New Jersey
$3.1M +$279K +1,690 +10%
FAF
775
Första AP-fonden
Sweden
$3.1M +$3.1M +18,596 New
29 30
31
32 33