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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 %
VNA
826
VNBTrust National Association
Virginia
$2.21M – – –
CCM
827
Covington Capital Management
California
$2.2M -$209K -1,423 -9%
MAA
828
Mraz Amerine & Associates
California
$2.2M -$4.27K -29 -0.2%
GIA
829
GHP Investment Advisors
Colorado
$2.2M +$134K +910 +6%
NSIM
830
North Star Investment Management
Illinois
$2.19M +$33.4K +227 +2%
BA
831
Boston Advisors
Massachusetts
$2.19M -$1.43M -9,741 -40%
WIC
832
Wilkins Investment Counsel
Massachusetts
$2.19M -$208K -1,413 -9%
SBSB
833
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.18M -$91.6K -623 -4%
MYLI
834
Meiji Yasuda Life Insurance
Japan
$2.17M -$30.7K -209 -1%
FFWA
835
FRG Family Wealth Advisors
Washington
$2.17M -$111K -757 -5%
HT
836
HighTower Trust
Texas
$2.17M +$224K +1,522 +12%
MHIM
837
MacNealy Hoover Investment Management
Ohio
$2.15M +$220K +1,496 +11%
PFS
838
Physicians Financial Services
North Carolina
$2.15M -$63.2K -430 -3%
APP
839
Avantax Planning Partners
Iowa
$2.09M +$129K +880 +7%
PAM
840
Peninsula Asset Management
Florida
$2.09M -$38.7K -263 -2%
EM
841
Excalibur Management
Massachusetts
$2.09M +$352K +2,394 +20%
Cetera Investment Advisers
842
Cetera Investment Advisers
Illinois
$2.09M +$159K +1,080 +8%
MIAN
843
Mariner Independent Advisor Network
Kansas
$2.09M +$1.84M +12,540 +750%
IC
844
Investment Counsel
Michigan
$2.08M -$88.3K -600 -4%
SC
845
Schulhoff & Co
Ohio
$2.08M +$26.9K +183 +1%
BB
846
Busey Bank
Illinois
$2.08M -$99.8K -679 -5%
SIMM
847
Stillwater Investment Management (Minnesota)
Minnesota
$2.08M -$15.2K -103 -0.7%
CAM
848
Chesapeake Asset Management
New York
$2.08M – – –
LRPA
849
L. Roy Papp & Associates
Arizona
$2.07M -$123K -837 -6%
HCM
850
Hengehold Capital Management
Ohio
$2.07M +$275K +1,867 +15%
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