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IBM
IBM

Overview Fund Activity

1,756 hedge funds and large institutions have $78.1B invested in IBM in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 597 increasing their positions, 851 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
-37
Holders Change %
-2.06%
% of All Funds
43.85%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
1.52%
New
74
Increased
597
Reduced
851
Closed
96
Calls
$1.35B
Puts
$1.69B
Net Calls
-$337M
Net Calls Change
+$98.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$422M
2
BlackRock
BlackRock
New York
+$270M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$264M
4
Goldman Sachs
Goldman Sachs
New York
+$218M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$157M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.47B
2
Renaissance Technologies
Renaissance Technologies
New York
-$234M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$153M
4
Bank of America
Bank of America
North Carolina
-$146M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
751
HighTower Trust
Texas
$2.42M +$379K +2,736 +19%
CAM
752
Cacti Asset Management
Georgia
$2.42M – – –
QT
753
Quantbot Technologies
New York
$2.42M -$2.52M -18,203 -51%
PH
754
Pinnacle Holdings
Oklahoma
$2.4M +$166K +1,198 +7%
Balyasny Asset Management
755
Balyasny Asset Management
Illinois
$2.4M +$1.36M +9,812 +131%
CCM
756
Coldstream Capital Management
Washington
$2.38M +$45.6K +329 +2%
AMIM
757
Aull & Monroe Investment Management
Alabama
$2.38M -$49K -353 -2%
CT
758
Coastline Trust
Rhode Island
$2.37M +$194K +1,401 +9%
DIP
759
DT Investment Partners
Pennsylvania
$2.35M +$906K +6,533 +63%
FIM
760
Freedom Investment Management
Connecticut
$2.34M -$198K -1,431 -8%
HA
761
Halsey Associates
Connecticut
$2.34M -$22.1K -159 -0.9%
DG
762
Davidson & Garrard
Virginia
$2.33M -$157K -1,135 -6%
TSW
763
Thompson Siegel & Walmsley
Virginia
$2.33M +$219K +1,578 +10%
CIP
764
Convergence Investment Partners
Florida
$2.33M -$21.2K -153 -0.9%
LWCFA
765
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.32M -$51.3K -370 -2%
SCM
766
Schnieders Capital Management
California
$2.3M -$18.2K -131 -0.8%
BG
767
Bahl & Gaynor
Ohio
$2.29M -$57K -411 -2%
DAS
768
Dynamic Advisor Solutions
Arizona
$2.29M +$1.51M +10,878 +194%
WSCM
769
Wellington Shields Capital Management
New York
$2.28M -$1.71M -12,344 -43%
QOP
770
Quinn Opportunity Partners
Virginia
$2.28M – – –
MG
771
Markel Group
Virginia
$2.28M – – –
WP
772
WMS Partners
Maryland
$2.27M -$401K -2,894 -15%
WG
773
Winton Group
United Kingdom
$2.27M -$10.2M -73,850 -82%
NSAM
774
North Star Asset Management
Wisconsin
$2.27M -$108K -778 -5%
SNT
775
Security National Trust
West Virginia
$2.27M -$4.44K -32 -0.2%
29 30
31
32 33