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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 %
HHAA
1001
Henry H. Armstrong Associates
Pennsylvania
$1.34M – – –
QCMC
1002
Quantum Capital Management (California)
California
$1.34M -$588 -4 -0%
SS
1003
Simplicity Solutions
Minnesota
$1.33M +$112K +764 +9%
EWA
1004
EP Wealth Advisors
California
$1.33M -$178K -1,211 -12%
FAN
1005
Financial Advisors Network
California
$1.32M +$141K +956 +12%
MM
1006
Meridian Management
Arkansas
$1.31M – – –
OAM
1007
Oxford Asset Management
United Kingdom
$1.31M -$71.9K -489 -5%
TTWM
1008
TCV Trust & Wealth Management
Virginia
$1.31M +$127K +864 +11%
BO
1009
BRR OpCo
Ohio
$1.31M -$9.41K -64 -0.7%
WP
1010
WealthSource Partners
California
$1.31M -$27.5K -187 -2%
MCA
1011
Mercer Capital Advisers
New Jersey
$1.31M -$23.1K -157 -2%
BEC
1012
Blue Edge Capital
Virginia
$1.31M – – –
FFA
1013
First Foundation Advisors
California
$1.31M +$485K +3,301 +59%
CRC
1014
Curi RMB Capital
Illinois
$1.3M +$192K +1,306 +17%
CI
1015
CAZ Investments
Texas
$1.3M +$32.2K +219 +3%
MWM
1016
Mission Wealth Management
California
$1.28M +$60.8K +413 +5%
NIMI
1017
Natixis Investment Managers International
France
$1.28M -$656K -4,458 -34%
LPIC
1018
LeJeune Puetz Investment Counsel
Michigan
$1.27M -$6.18K -42 -0.5%
TSS
1019
Two Sigma Securities
New York
$1.27M -$165K -1,119 -11%
CCM
1020
Compton Capital Management
Rhode Island
$1.27M -$19K -129 -1%
HB
1021
Homrich & Berg
Georgia
$1.27M -$13.2K -90 -1%
CG
1022
Colony Group
Massachusetts
$1.26M +$824K +5,603 +191%
SFG
1023
SNS Financial Group
Minnesota
$1.25M +$8.82K +60 +0.7%
ATC
1024
Adirondack Trust Company
New York
$1.25M -$248K -1,689 -17%
BG
1025
Bollard Group
Massachusetts
$1.24M +$10.9K +74 +0.9%
39 40
41
42 43