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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 %
CAG
826
Crestwood Advisors Group
Massachusetts
$1.95M -$36.6K -264 -2%
ZCA
827
Zeke Capital Advisors
Pennsylvania
$1.95M +$590K +4,252 +43%
PGIM
828
Pacific Global Investment Management
California
$1.95M -$446K -3,218 -19%
NI
829
Numeric Investors
Massachusetts
$1.94M +$1.73M +12,447 +793%
SC
830
Schulhoff & Co
Ohio
$1.94M -$21.8K -157 -1%
SFS
831
Sowell Financial Services
Arkansas
$1.94M +$428K +2,908 +28%
NSIM
832
North Star Investment Management
Illinois
$1.94M -$130K -935 -6%
PAM
833
Peninsula Asset Management
Florida
$1.93M -$47.2K -340 -2%
CAM
834
Chesapeake Asset Management
New York
$1.91M -$43.6K -314 -2%
VFA
835
Voya Financial Advisors
Connecticut
$1.9M +$80.2K +576 +4%
MSAM
836
Moloney Securities Asset Management
Missouri
$1.9M +$423K +3,052 +29%
PTC
837
Private Trust Company
Ohio
$1.89M -$439K -3,169 -19%
BB
838
Busey Bank
Illinois
$1.89M -$74.3K -536 -4%
SMM
839
Stadion Money Management
Georgia
$1.88M +$232K +1,673 +14%
LRPA
840
L. Roy Papp & Associates
Arizona
$1.86M -$89K -642 -5%
WS
841
Wedbush Securities
California
$1.86M +$550K +3,963 +42%
IUHSA
842
Itau Unibanco Holding S.A.
Brazil
$1.85M +$1.79M +4,087 +3,005%
NAM
843
NorthCoast Asset Management
Connecticut
$1.85M +$1.85M +13,338 New
RWP
844
RWA Wealth Partners
Massachusetts
$1.85M +$140K +1,010 +8%
MJRIC
845
Mogy Joel R Investment Counsel
California
$1.84M -$629K -4,534 -25%
RT
846
Rockland Trust
Massachusetts
$1.84M +$26.5K +191 +1%
AP
847
Advisor Partners
California
$1.82M -$385K -2,777 -17%
FMWA
848
Forvis Mazars Wealth Advisors
Missouri
$1.81M -$110K -794 -6%
TFA
849
Toth Financial Advisory
Virginia
$1.8M -$371K -2,672 -17%
FP
850
FDO Partners
Massachusetts
$1.8M +$663K +4,780 +58%
32 33
34
35 36