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 %
LCOV
901
London Company of Virginia
Virginia
$1.72M -$707K -4,810 -29%
LIM
902
Leavell Investment Management
Alabama
$1.72M -$8.09K -55 -0.5%
BSA
903
Braun Stacey Associates
New York
$1.71M -$12.9M -87,529 -88%
FBT
904
First Bankers Trust
Kentucky
$1.71M -$12.2K -83 -0.7%
ICOM
905
Investment Counselors of Maryland
Maryland
$1.7M – – –
FHA
906
Flagship Harbor Advisors
Massachusetts
$1.7M +$237K +1,615 +16%
NPA
907
Nichols & Pratt Advisers
Massachusetts
$1.7M – – –
AssetMark Inc
908
AssetMark Inc
California
$1.7M +$305K +2,076 +22%
EHWM
909
Eads & Heald Wealth Management
Georgia
$1.69M -$12.2K -83 -0.7%
BJL
910
Brighton Jones LLC
Washington
$1.69M +$17.4K +118 +1%
RIM
911
Rampart Investment Management
Connecticut
$1.69M +$1.32M +8,994 +360%
SCM
912
Stevens Capital Management
Pennsylvania
$1.69M -$9.35M -63,532 -85%
BHIA
913
Birch Hill Investment Advisors
Massachusetts
$1.69M -$243K -1,652 -13%
MCM
914
MAI Capital Management
Ohio
$1.69M +$18.4K +125 +1%
EI
915
EDMP Inc
Florida
$1.68M -$67.6K -460 -4%
DIS
916
Diversified Investment Strategies
Louisiana
$1.67M +$231K +1,570 +16%
HFBOT
917
Home Federal Bank of Tennessee
Tennessee
$1.67M – – –
SC
918
SouthState Corp
Florida
$1.66M -$583K -3,963 -26%
FFBTD
919
First Financial Bank - Trust Division
Ohio
$1.66M -$52.7K -358 -3%
SFSG
920
Stearns Financial Services Group
North Carolina
$1.66M -$182K -1,236 -10%
WSTAM
921
Wilbanks Smith & Thomas Asset Management
Virginia
$1.65M -$11K -75 -0.7%
CT
922
Clearstead Trust
Maine
$1.65M +$33.1K +225 +2%
FFA
923
Fragasso Financial Advisors
Pennsylvania
$1.64M +$39.6K +269 +2%
TMAM
924
Tokio Marine Asset Management
Japan
$1.63M -$979K -6,655 -37%
AB
925
Atlas Brown
Kentucky
$1.63M -$55.3K -376 -3%
35 36
37
38 39