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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 %
WI
776
WBI Investments
New Jersey
$3.1M +$2.73M +16,402 +751%
LWCFA
777
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.09M -$518K -3,112 -14%
CCC
778
Chelsea Counsel Company
California
$3.08M -$373K -2,239 -11%
DG
779
Davidson & Garrard
Virginia
$3.06M +$8.32K +50 +0.3%
BG
780
Bahl & Gaynor
Ohio
$3.05M -$52.9K -318 -2%
HRC
781
Hoertkorn Richard Charles
$3.03M -$13.5K -81 -0.4%
TFA
782
Toth Financial Advisory
Virginia
$3.03M +$132K +790 +5%
ECM
783
Everence Capital Management
Indiana
$3.03M – – –
FCH
784
Freestone Capital Holdings
Washington
$3.02M -$80.4K -483 -3%
CHC
785
City Holding Co
West Virginia
$3.01M -$17.5K -105 -0.6%
LNWWM
786
Laird Norton Wetherby Wealth Management
California
$3.01M -$5.66K -34 -0.2%
GS
787
GAM Systematic
United Kingdom
$2.99M +$730K +4,387 +32%
MAA
788
Matrix Asset Advisors
New York
$2.98M -$607K -3,647 -17%
AMIM
789
Aull & Monroe Investment Management
Alabama
$2.96M -$26.1K -157 -0.9%
TMAM
790
Tokio Marine Asset Management
Japan
$2.96M -$5.13M -30,791 -63%
KFA
791
Kays Financial Advisory
Georgia
$2.95M +$238K +1,430 +9%
SCI
792
S&CO Inc
Massachusetts
$2.95M +$9.66K +58 +0.3%
BCM
793
Beck Capital Management
Texas
$2.94M +$2.24M +13,452 +320%
PGA
794
Portland Global Advisors
Maine
$2.94M -$18.3K -110 -0.6%
ST
795
Spinnaker Trust
Maine
$2.93M +$96.6K +580 +3%
NSAM
796
North Star Asset Management
Wisconsin
$2.93M -$9.82K -59 -0.3%
IP
797
Intellectus Partners
California
$2.93M +$261K +1,565 +10%
HT
798
HAP Trading
New York
$2.92M +$1.1M +6,593 +60%
RMDI
799
R.M. Davis Inc
Maine
$2.92M -$235K -1,411 -7%
WAM
800
Weatherly Asset Management
California
$2.89M -$134K -805 -4%
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