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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 %
NWP
976
Northstar Wealth Partners
Connecticut
$1.75M +$1.75M +10,586 New
LOAME
977
Lombard Odier Asset Management (Europe)
United Kingdom
$1.75M -$236K -1,415 -12%
QIM
978
Quest Investment Management
Oregon
$1.74M – – –
TL
979
Tirschwell & Loewy
New York
$1.74M – – –
ZB
980
Zions Bancorporation
Utah
$1.74M -$51.1K -307 -3%
MHIC
981
Marble Harbor Investment Counsel
Massachusetts
$1.74M +$26K +156 +2%
GW
982
GW & Wade
Massachusetts
$1.73M +$49.5K +297 +3%
EWA
983
EP Wealth Advisors
California
$1.7M +$6.66K +40 +0.4%
ICOA
984
Investment Centers of America
North Dakota
$1.7M -$1.32M -7,977 -44%
DAS
985
Dynamic Advisor Solutions
Arizona
$1.7M +$357K +2,147 +27%
MSAM
986
Moloney Securities Asset Management
Missouri
$1.7M -$64.8K -389 -4%
ATC
987
Adirondack Trust Company
New York
$1.69M -$56.6K -340 -3%
VC
988
Vicus Capital
Pennsylvania
$1.69M +$19.5K +117 +1%
AL
989
Aspiriant LLC
California
$1.69M +$113K +682 +7%
CYG
990
Clean Yield Group
Vermont
$1.69M -$128K -770 -7%
MG
991
Markel Group
Virginia
$1.69M +$1.69M +10,146 New
CCM
992
Chilton Capital Management
Texas
$1.67M +$283K +1,697 +20%
HCMNY
993
Howard Capital Management (New York)
New York
$1.67M +$1.83K +11 +0.1%
DMC
994
Drexel Morgan & Co
Pennsylvania
$1.66M +$50.6K +304 +3%
BOTW
995
Bank of the West
California
$1.66M -$409K -2,457 -20%
1832 Asset Management
996
1832 Asset Management
Ontario, Canada
$1.65M -$9.21M -55,328 -85%
FHA
997
Flagship Harbor Advisors
Massachusetts
$1.65M +$556K +3,364 +51%
EB
998
Eastern Bank
Massachusetts
$1.64M -$47.1K -283 -3%
LA
999
Lau Associates
Delaware
$1.64M – – –
DIS
1000
Diversified Investment Strategies
Louisiana
$1.63M -$43.5K -261 -3%
38 39
40
41 42