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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 %
NSAM
776
North Star Asset Management
Wisconsin
$2.52M -$65.1K -443 -3%
NFA
777
Nuveen Fund Advisors
Illinois
$2.52M -$472K -3,212 -16%
FAT
778
First American Trust
California
$2.51M -$1.86M -12,627 -43%
AWM
779
AE Wealth Management
Kansas
$2.51M +$788K +5,358 +46%
HA
780
Halsey Associates
Connecticut
$2.5M -$481K -3,271 -16%
BFM
781
Boston Financial Management
Massachusetts
$2.49M -$254K -1,725 -9%
BG
782
Bahl & Gaynor
Ohio
$2.49M -$199K -1,353 -7%
CIP
783
Convergence Investment Partners
Florida
$2.49M +$77.5K +527 +3%
PWM
784
Perigon Wealth Management
California
$2.48M -$1.53M -10,399 -38%
CCM
785
Coldstream Capital Management
Washington
$2.48M -$1.62K -11 -0.1%
IWA
786
Intercontinental Wealth Advisors
Texas
$2.48M -$385K -2,619 -13%
OP
787
Oldfield Partners
United Kingdom
$2.47M +$2.44M +21,547 +6,862%
PTC
788
Private Trust Company
Ohio
$2.47M -$7.79K -53 -0.3%
SCM
789
Schnieders Capital Management
California
$2.46M -$388K -2,638 -14%
RMDI
790
R.M. Davis Inc
Maine
$2.46M -$115K -783 -4%
Fuller & Thaler Asset Management
791
Fuller & Thaler Asset Management
California
$2.45M – – –
WB
792
Webster Bank
Connecticut
$2.44M -$97.9K -666 -4%
CL
793
Choreo LLC
Illinois
$2.43M -$66K -449 -3%
QOP
794
Quinn Opportunity Partners
Virginia
$2.42M – – –
MG
795
Markel Group
Virginia
$2.42M +$923K +6,276 +62%
WAM
796
Weatherly Asset Management
California
$2.41M -$142K -968 -6%
SNT
797
Security National Trust
West Virginia
$2.41M +$16K +109 +0.7%
HFA
798
High Falls Advisors
New York
$2.4M -$30.6K -208 -1%
WAM
799
Wolverine Asset Management
Illinois
$2.4M +$2.4M +16,305 New
PCM
800
Palisade Capital Management
New Jersey
$2.38M +$1.58M +10,774 +199%
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