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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 %
PPSG
751
Princeton Portfolio Strategies Group
New Jersey
$2.78M – – –
MAA
752
Matrix Asset Advisors
New York
$2.77M +$139K +945 +5%
AAA
753
Adams Asset Advisors
Texas
$2.77M -$1.94M -13,197 -41%
RCM
754
RNC Capital Management
California
$2.75M -$22.6K -154 -0.8%
HAG
755
HighPoint Advisor Group
Illinois
$2.71M – – –
PIM
756
Progressive Investment Management
Oregon
$2.71M -$39.6K -269 -1%
FA
757
FDx Advisors
Illinois
$2.71M -$2.65M -18,025 -49%
KFA
758
Kays Financial Advisory
Georgia
$2.7M +$91.8K +624 +4%
LD
759
Lipe & Dalton
New York
$2.7M -$485K -3,297 -15%
PGA
760
Portland Global Advisors
Maine
$2.69M +$96.2K +654 +4%
CCC
761
Chelsea Counsel Company
California
$2.69M -$27.9K -190 -1%
FIM
762
Freedom Investment Management
Connecticut
$2.69M +$347K +2,361 +15%
ECM
763
Everence Capital Management
Indiana
$2.68M – – –
FCH
764
Freestone Capital Holdings
Washington
$2.66M -$10.9K -74 -0.4%
CA
765
Cetera Advisors
Colorado
$2.65M -$136K -926 -5%
DG
766
Davidson & Garrard
Virginia
$2.64M -$61.5K -418 -2%
MJRIC
767
Mogy Joel R Investment Counsel
California
$2.62M -$273K -1,854 -9%
ST
768
Spinnaker Trust
Maine
$2.6M +$11.9K +81 +0.5%
SCI
769
S&CO Inc
Massachusetts
$2.6M -$2.35K -16 -0.1%
ST
770
Smithfield Trust
Pennsylvania
$2.59M +$61.5K +418 +2%
AMIM
771
Aull & Monroe Investment Management
Alabama
$2.57M -$46.2K -314 -2%
CAM
772
Cacti Asset Management
Georgia
$2.57M -$33.6M -228,160 -93%
FCMT
773
Founders Capital Management (Texas)
Texas
$2.55M +$330K +2,243 +15%
PGIM
774
Pacific Global Investment Management
California
$2.54M -$303K -2,061 -11%
NA
775
Navellier & Associates
Nevada
$2.53M +$84.7K +576 +3%
29 30
31
32 33