IBM icon

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 %
WOC
901
West Oak Capital
California
$2.14M +$164K +985 +8%
FWM
902
Focused Wealth Management
New York
$2.14M +$21.5K +129 +1%
BAM
903
Brave Asset Management
New Jersey
$2.13M +$308K +1,852 +17%
FNBTCON
904
First National Bank & Trust Co of Newtown
Pennsylvania
$2.13M -$163K -978 -7%
TBNY
905
Trustco Bank (New York)
New York
$2.12M -$46.3K -278 -2%
WKWM
906
Walter & Keenan Wealth Management
Indiana
$2.12M – – –
JIC
907
Joel Isaacson & Co
New York
$2.12M -$11.2K -67 -0.5%
SFSG
908
Stearns Financial Services Group
North Carolina
$2.08M +$32.5K +195 +2%
CG
909
Caprock Group
Idaho
$2.07M -$115K -693 -5%
RB
910
Rodgers Brothers
Pennsylvania
$2.07M -$135K -811 -6%
GCP
911
GSA Capital Partners
United Kingdom
$2.06M +$2.06M +12,360 New
BSPF
912
British Steel Pension Fund
United Kingdom
$2.06M -$167K -1,003 -8%
PI
913
Pettee Investors
Connecticut
$2.05M – – –
HCM
914
Hengehold Capital Management
Ohio
$2.03M -$4.33K -26 -0.2%
IWM
915
Integrated Wealth Management
California
$2.03M -$1.17K -7 -0.1%
VIA
916
Virtus Investment Advisers
Connecticut
$2.02M +$843K +5,061 +71%
FC
917
Forte Capital
New York
$2.02M +$91.1K +547 +5%
LCP
918
Legacy Capital Partners
Wisconsin
$2.01M +$10.7K +64 +0.5%
BIC
919
Bridges Investment Counsel
Nebraska
$1.99M -$6.34M -38,085 -76%
BHBT
920
Burke & Herbert Bank & Trust
Virginia
$1.99M +$41.9K +252 +2%
HHC
921
Hutchin Hill Capital
New York
$1.99M -$3.08M -18,515 -61%
RBC
922
Ronald Blue & Co
Georgia
$1.98M -$242K -1,456 -11%
EI
923
EDMP Inc
Florida
$1.98M -$39.9K -240 -2%
CT
924
Clearstead Trust
Maine
$1.97M -$153K -852 -7%
EM
925
Excalibur Management
Massachusetts
$1.97M -$33.5K -201 -2%
35 36
37
38 39