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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 %
LIM
851
Loudon Investment Management
New Hampshire
$2.06M -$6.62K -45 -0.3%
FBC
852
Fairfield, Bush & Co
Connecticut
$2.05M -$9.11M -61,960 -82%
FMWA
853
Forvis Mazars Wealth Advisors
Missouri
$2.04M +$81.1K +551 +4%
MRCM
854
M&R Capital Management
New Jersey
$2.04M -$4.87M -35,934 -71%
MKC
855
M. Kraus & Co
Vermont
$2.04M -$110K -746 -5%
ACS
856
Archford Capital Strategies
Illinois
$2.02M +$52.2K +355 +3%
VC
857
Vicus Capital
Pennsylvania
$2.01M +$518K +3,519 +35%
TRCT
858
Tower Research Capital (TRC)
New York
$2M +$1.97M +13,363 +5,261%
CLOS
859
Compagnie Lombard Odier SCmA
Switzerland
$2M -$72K -489 -3%
ZAM
860
Zevin Asset Management
Massachusetts
$1.99M -$322K -2,186 -14%
CAG
861
Crestwood Advisors Group
Massachusetts
$1.97M -$60.7K -440 -3%
AIM
862
Acropolis Investment Management
Missouri
$1.97M -$140K -951 -7%
MC
863
Martin & Co
Tennessee
$1.95M +$3.82K +26 +0.2%
FWM
864
Focused Wealth Management
New York
$1.94M +$54.6K +371 +3%
VFA
865
Voya Financial Advisors
Connecticut
$1.93M -$56.3K -382 -3%
FAB
866
First American Bank
Illinois
$1.93M -$111K -757 -5%
RT
867
Rockland Trust
Massachusetts
$1.92M -$58.5K -398 -3%
AF
868
Allworth Financial
California
$1.92M +$355K +2,413 +23%
Kovitz Investment Group Partners
869
Kovitz Investment Group Partners
Illinois
$1.91M -$55.3K -376 -3%
CIC
870
Chilton Investment Company
Connecticut
$1.91M +$6.18K +42 +0.3%
WOC
871
West Oak Capital
California
$1.89M -$735 -5 -0%
FNBTCON
872
First National Bank & Trust Co of Newtown
Pennsylvania
$1.89M +$9.27K +63 +0.5%
TBNY
873
Trustco Bank (New York)
New York
$1.87M -$3.83K -26 -0.2%
Tudor Investment Corp
874
Tudor Investment Corp
Connecticut
$1.87M -$248K -1,685 -12%
CFA
875
Carroll Financial Associates
North Carolina
$1.86M -$60.6K -412 -3%
33 34
35
36 37