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IBM
IBM

Overview Fund Activity

1,860 hedge funds and large institutions have $96.5B invested in IBM in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 701 increasing their positions, 783 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,860
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
46.37%
Holding in Top 10
114
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.56%
% of All Funds
2.84%
New
118
Increased
701
Reduced
783
Closed
55
Calls
$2.06B
Puts
$1.9B
Net Calls
+$169M
Net Calls Change
+$582M

Top Buyers

1
BlackRock
BlackRock
New York
+$8.62B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$370M
3
Renaissance Technologies
Renaissance Technologies
New York
+$352M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$248M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$178M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.9B
2
Capital World Investors
Capital World Investors
California
-$279M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$259M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$173M
5
ClearBridge Investments
ClearBridge Investments
New York
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
876
Financial Architects (New Jersey)
New Jersey
$2.26M +$1.16M +6,977 +105%
EIM
877
Essex Investment Management
Massachusetts
$2.25M +$1.93M +11,580 +592%
HAM
878
Highstreet Asset Management
Ontario, Canada
$2.25M -$294K -1,767 -12%
RT
879
Rockland Trust
Massachusetts
$2.24M -$1.59M -9,561 -41%
W
880
Wealthfront
California
$2.24M +$449K +2,697 +25%
RWP
881
RWA Wealth Partners
Massachusetts
$2.24M +$1.67M +10,011 +288%
CAG
882
Crestwood Advisors Group
Massachusetts
$2.24M +$1.01M +6,607 +81%
VFA
883
Voya Financial Advisors
Connecticut
$2.24M -$1.16K -7 -0.1%
ACS
884
Archford Capital Strategies
Illinois
$2.24M +$337K +2,019 +18%
VanEck Associates
885
VanEck Associates
New York
$2.23M +$143K +856 +7%
Kovitz Investment Group Partners
886
Kovitz Investment Group Partners
Illinois
$2.23M -$80.9K -486 -4%
APP
887
Avantax Planning Partners
Iowa
$2.22M -$55.8K -335 -2%
FMWA
888
Forvis Mazars Wealth Advisors
Missouri
$2.22M +$55.1K +331 +3%
SICM
889
Sustainable Insight Capital Management
New York
$2.21M +$2.21M +13,284 New
MC
890
Martin & Co
Tennessee
$2.2M -$7.83K -47 -0.4%
HT
891
HighTower Trust
Texas
$2.2M -$62.6K -376 -3%
LFAS
892
Level Four Advisory Services
Texas
$2.19M -$472K -2,850 -18%
NIMI
893
Natixis Investment Managers International
France
$2.19M +$716K +4,301 +49%
BHIA
894
Birch Hill Investment Advisors
Massachusetts
$2.19M +$666 +4 +0%
Cetera Investment Advisers
895
Cetera Investment Advisers
Illinois
$2.19M +$991K +5,958 +83%
MHIM
896
MacNealy Hoover Investment Management
Ohio
$2.18M – – –
CFA
897
Carroll Financial Associates
North Carolina
$2.17M -$124K -743 -5%
GI
898
GAMCO Investors
Connecticut
$2.17M +$63.6K +382 +3%
CIC
899
Chilton Investment Company
Connecticut
$2.15M -$14.7M -88,027 -87%
SAM
900
Sawgrass Asset Management
Florida
$2.15M +$168K +1,010 +9%
34 35
36
37 38