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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 %
LNWWM
801
Laird Norton Wetherby Wealth Management
California
$2.38M -$283K -1,925 -11%
PH
802
Pinnacle Holdings
Oklahoma
$2.37M +$244K +1,658 +11%
LWCFA
803
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.36M -$205K -1,480 -8%
HCM
804
Howland Capital Management
Massachusetts
$2.36M +$4.56K +31 +0.2%
WC
805
Whitnell & Co
Illinois
$2.35M -$15.3K -104 -0.6%
PCTC
806
Perkins Coie Trust Company
Washington
$2.35M +$16.8K +114 +0.7%
KM
807
Kalos Management
Georgia
$2.35M +$91.5K +622 +4%
MF
808
Magnetar Financial
Illinois
$2.34M +$735K +4,998 +46%
AP
809
Advisor Partners
California
$2.34M -$125K -848 -5%
SPC
810
Sigma Planning Corp
Michigan
$2.34M +$79.7K +542 +4%
Wealth Enhancement Advisory Services
811
Wealth Enhancement Advisory Services
Minnesota
$2.33M +$2.33M +15,969 New
CTA
812
Colonial Trust Advisors
South Carolina
$2.33M +$867K +5,893 +59%
PVWM
813
Point View Wealth Management
New Jersey
$2.32M +$234K +1,589 +11%
MIM
814
Marco Investment Management
Georgia
$2.32M +$6.18K +42 +0.3%
WIS
815
Wright Investors Service
Connecticut
$2.31M -$2.21M -15,031 -49%
CT
816
Coastline Trust
Rhode Island
$2.31M -$125K -851 -5%
TFA
817
Toth Financial Advisory
Virginia
$2.31M -$375K -2,547 -14%
MC
818
Moors & Cabot
Massachusetts
$2.29M -$177K -1,201 -7%
IC
819
Inverness Counsel
New York
$2.26M -$95.3K -648 -4%
HIC
820
Holderness Investments Company
North Carolina
$2.26M +$11.2K +76 +0.5%
TSW
821
Thompson Siegel & Walmsley
Virginia
$2.24M -$56.5K -384 -2%
GA
822
Geneva Advisors
Illinois
$2.24M -$660K -4,489 -23%
AB
823
AT Bancorp
Iowa
$2.23M -$15.4K -105 -0.7%
SFG
824
Summit Financial Group
West Virginia
$2.23M +$2.23M +15,191 New
RIG
825
Roosevelt Investment Group
New York
$2.22M -$192K -1,306 -8%
31 32
33
34 35