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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 %
IWA
776
Intercontinental Wealth Advisors
Texas
$2.27M -$67.7K -488 -3%
RCM
777
RNC Capital Management
California
$2.26M -$338K -2,435 -13%
MIM
778
Marco Investment Management
Georgia
$2.26M +$74.1K +534 +3%
BWM
779
BerganKDV Wealth Management
Minnesota
$2.25M +$1.65M +11,925 +277%
WB
780
Webster Bank
Connecticut
$2.24M -$56.4K -407 -2%
WAM
781
Weatherly Asset Management
California
$2.24M -$37.4K -270 -2%
HCM
782
Howland Capital Management
Massachusetts
$2.24M +$8.46K +61 +0.4%
CL
783
Choreo LLC
Illinois
$2.24M -$55.3K -399 -2%
HFA
784
High Falls Advisors
New York
$2.24M -$24K -173 -1%
PCTC
785
Perkins Coie Trust Company
Washington
$2.22M +$7.91K +57 +0.4%
MSU
786
Mizuho Securities USA
New York
$2.22M +$2.22M +16,011 New
SCI
787
S&CO Inc
Massachusetts
$2.22M -$235K -1,696 -10%
MHIM
788
MacNealy Hoover Investment Management
Ohio
$2.21M +$185K +1,334 +9%
MC
789
Moors & Cabot
Massachusetts
$2.21M +$39.7K +286 +2%
WIC
790
Whitegate Investment Counselors
New Hampshire
$2.19M -$604K -4,353 -22%
RE
791
RBC Europe
United Kingdom
$2.16M +$2.16M +15,576 New
NCMW
792
Northern Capital Management (Wisconsin)
Wisconsin
$2.16M +$848K +6,114 +65%
PVWM
793
Point View Wealth Management
New Jersey
$2.16M -$29K -209 -1%
OAM
794
Oxford Asset Management
United Kingdom
$2.15M +$909K +6,528 +73%
RMDI
795
R.M. Davis Inc
Maine
$2.14M -$184K -1,327 -8%
GXMC
796
Global X Management Company
New York
$2.13M +$412K +2,972 +24%
BFM
797
Boston Financial Management
Massachusetts
$2.12M -$232K -1,671 -10%
CG
798
Clinton Group
New York
$2.11M +$2.11M +15,236 New
LNWWM
799
Laird Norton Wetherby Wealth Management
California
$2.11M -$128K -921 -6%
EM
800
Excalibur Management
Massachusetts
$2.11M +$136K +983 +7%
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