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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 %
TA
926
Tiedemann Advisors
New York
$1.63M +$272K +1,852 +20%
HVIA
927
Hudson Valley Investment Advisors
New York
$1.63M -$76.9K -523 -5%
WDA
928
Wendell David Associates
New Hampshire
$1.63M -$56.5K -384 -3%
BP
929
Ballentine Partners
Massachusetts
$1.61M +$721K +5,141 +81%
RC
930
Roundview Capital
New Jersey
$1.59M -$468K -3,180 -23%
SBL
931
Sargent Bickham Lagudis
Colorado
$1.59M +$1.03K +7 +0.1%
DHFB
932
Dixon Hubard Feinour & Brown
Virginia
$1.59M -$60K -408 -4%
FCBT
933
First Citizens Bank & Trust
North Carolina
$1.58M -$1.49M -10,100 -48%
WI
934
WBI Investments
New Jersey
$1.58M -$1.15M -7,839 -42%
MSAM
935
Moloney Securities Asset Management
Missouri
$1.57M +$69.7K +474 +5%
LFAS
936
Level Four Advisory Services
Texas
$1.55M -$639K -3,866 -29%
LOAME
937
Lombard Odier Asset Management (Europe)
United Kingdom
$1.55M – – –
TL
938
Tirschwell & Loewy
New York
$1.54M – – –
QIM
939
Quest Investment Management
Oregon
$1.54M – – –
RBC
940
Ronald Blue & Co
Georgia
$1.53M -$217K -1,477 -12%
DIP
941
DT Investment Partners
Pennsylvania
$1.53M +$253K +1,718 +20%
EAM
942
Eagle Asset Management
Florida
$1.53M -$1.65M -11,203 -52%
ITIM
943
Indiana Trust & Investment Management
Indiana
$1.53M -$53.4K -363 -3%
ZB
944
Zions Bancorporation
Utah
$1.53M -$8.97K -61 -0.6%
VIA
945
Virtus Investment Advisers
Connecticut
$1.53M -$260K -1,768 -15%
VAM
946
Verity Asset Management
North Carolina
$1.52M +$138K +935 +10%
FWM
947
Frontier Wealth Management
Missouri
$1.52M -$810K -5,508 -35%
NERM
948
New England Research & Management
Illinois
$1.52M +$585K +3,975 +63%
QI
949
Quotient Investors
New York
$1.51M -$123K -837 -8%
NHC
950
Nicholas Hoffman & Company
Georgia
$1.51M -$102K -691 -6%
36 37
38
39 40