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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 %
CCG
951
Cypress Capital Group
Florida
$1.51M -$50K -340 -3%
NWP
952
Northstar Wealth Partners
Connecticut
$1.51M -$46.2K -315 -3%
KL
953
KWMG LLC
Kansas
$1.5M +$122K +829 +9%
DPIM
954
Duff & Phelps Investment Management
Illinois
$1.5M -$106K -722 -7%
SFFS
955
Stonehage Fleming Financial Services
Jersey
$1.5M -$2.49M -16,945 -62%
CYG
956
Clean Yield Group
Vermont
$1.49M -$4.72K -32 -0.3%
MWM
957
Modera Wealth Management
New Jersey
$1.49M -$94.1K -640 -6%
DMC
958
Drexel Morgan & Co
Pennsylvania
$1.49M +$24K +163 +2%
AL
959
Aspiriant LLC
California
$1.49M -$21K -143 -1%
NCM
960
Neumann Capital Management
California
$1.48M -$123K -837 -8%
S
961
SignatureFD
Georgia
$1.48M -$209K -1,422 -12%
PHS
962
Pekin Hardy Strauss
Illinois
$1.47M -$132K -897 -8%
MHIC
963
Marble Harbor Investment Counsel
Massachusetts
$1.47M -$69.7K -474 -5%
CWP
964
Capital Wealth Planning
Florida
$1.46M -$1.49M -10,160 -51%
SCA
965
Stonebridge Capital Advisors
Minnesota
$1.45M +$70K +476 +5%
RCAG
966
Rehmann Capital Advisory Group
Michigan
$1.45M -$164K -1,114 -10%
LA
967
Lau Associates
Delaware
$1.45M – – –
SLF
968
Sun Life Financial
Ontario, Canada
$1.45M +$1.35M +9,174 +1,403%
GW
969
GW & Wade
Massachusetts
$1.44M -$84.4K -574 -6%
HCMNY
970
Howard Capital Management (New York)
New York
$1.44M -$32.4K -220 -2%
ZCA
971
Zeke Capital Advisors
Pennsylvania
$1.44M +$219K +1,486 +18%
DE
972
Day & Ennis
Georgia
$1.44M +$6.62K +45 +0.5%
BWP
973
Baldwin Wealth Partners
Massachusetts
$1.43M -$127K -864 -8%
CCM
974
Chilton Capital Management
Texas
$1.43M -$42.5K -289 -3%
BRWA
975
B. Riley Wealth Advisors
Florida
$1.43M +$102K +690 +8%
37 38
39
40 41