IBM icon

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 %
CIA
876
Cascade Investment Advisors
Oregon
$1.85M +$153K +1,039 +9%
CA
877
Cornerstone Advisors
North Carolina
$1.85M -$4.46M -30,334 -71%
GI
878
GAMCO Investors
Connecticut
$1.84M -$69.3K -471 -4%
SAM
879
Sawgrass Asset Management
Florida
$1.82M -$72.8K -495 -4%
LWAC
880
Laurel Wealth Advisors (California)
California
$1.82M +$199K +1,356 +12%
GXMC
881
Global X Management Company
New York
$1.82M +$251K +1,708 +16%
BSPF
882
British Steel Pension Fund
United Kingdom
$1.82M – – –
BPCE
883
Bank Pictet & Cie (Europe)
Germany
$1.81M +$1.12M +7,648 +163%
PI
884
Pettee Investors
Connecticut
$1.81M – – –
LNC
885
Lincoln National Corp
Pennsylvania
$1.81M +$162K +1,100 +10%
RB
886
Rodgers Brothers
Pennsylvania
$1.81M -$15.3K -104 -0.8%
RWP
887
RWA Wealth Partners
Massachusetts
$1.81M -$175K -1,193 -9%
GS
888
GAM Systematic
United Kingdom
$1.81M -$833K -5,661 -32%
JIC
889
Joel Isaacson & Co
New York
$1.81M -$62.4K -424 -3%
OI
890
Oakbrook Investments
Illinois
$1.8M -$312K -2,118 -15%
CG
891
Caprock Group
Idaho
$1.79M -$39.7K -270 -2%
BHBT
892
Burke & Herbert Bank & Trust
Virginia
$1.78M +$24K +163 +1%
OAC
893
OMERS Administration Corp
Ontario, Canada
$1.78M +$1.78M +12,108 New
FC
894
Forte Capital
New York
$1.78M -$7.21K -49 -0.4%
CCA
895
Checchi Capital Advisers
California
$1.76M -$251K -1,704 -12%
FHAM
896
Folger Hill Asset Management
New York
$1.75M +$925K +6,291 +112%
SMM
897
Stadion Money Management
Georgia
$1.75M -$1.38M -9,408 -44%
SCM
898
Southport Capital Management
Tennessee
$1.75M +$533K +3,623 +44%
PRHC
899
P.R. Herzig & Co
New York
$1.75M +$84.6K +575 +5%
W
900
Wealthfront
California
$1.73M -$251K -1,708 -13%
34 35
36
37 38