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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 %
WWM
1026
Willingdon Wealth Management
North Carolina
$1.24M +$744K +5,056 +151%
AAIM
1027
American Assets Investment Management
California
$1.23M – – –
CSUI
1028
Cincinnati Specialty Underwriters Insurance
Ohio
$1.23M – – –
HSA
1029
HBK Sorce Advisory
Pennsylvania
$1.23M +$1.23M +8,370 New
IFWM
1030
Institute for Wealth Management
Colorado
$1.23M +$1.23M +8,336 New
GD
1031
Grandfield & Dodd
New York
$1.22M -$389K -2,648 -24%
MVA
1032
Mount Vernon Associates
Maryland
$1.22M -$30.7K -209 -2%
GSBTD
1033
Glenview State Bank Trust Department
Illinois
$1.22M – – –
ICOA
1034
Investment Centers of America
North Dakota
$1.22M -$290K -1,972 -19%
CCT
1035
Capital City Trust
Florida
$1.22M -$56K -381 -4%
SAM
1036
Summit Asset Management
Tennessee
$1.21M -$26K -177 -2%
FAM
1037
Fenimore Asset Management
New York
$1.2M +$78.7K +535 +7%
WCBA
1038
Weaver C. Barksdale & Associates
Tennessee
$1.2M +$12.3K +84 +1%
FP
1039
FDO Partners
Massachusetts
$1.2M +$1.2M +8,173 New
CICI
1040
Capital Investment Counsel Inc
North Carolina
$1.19M -$73.8K -502 -6%
NFGCM
1041
Norman Fields Gottscho Capital Management
New York
$1.19M – – –
BIC
1042
Beach Investment Counsel
Pennsylvania
$1.19M -$121K -823 -9%
SNBOSD
1043
Security National Bank of So Dak
Iowa
$1.19M -$3.97K -27 -0.3%
LMAM
1044
Legg Mason Asset Management
Japan
$1.18M +$1.18M +8,054 New
WTB
1045
Washington Trust Bank
Washington
$1.18M -$86.3K -587 -7%
OPTFSNA
1046
Old Point Trust & Financial Services N A
Virginia
$1.18M +$79.7K +542 +7%
FMII
1047
Farmers & Merchants Investments Inc
Nebraska
$1.18M -$461K -3,138 -28%
SCM
1048
SOL Capital Management
Maryland
$1.17M +$6.91K +47 +0.6%
CCM
1049
Canal Capital Management
Virginia
$1.17M +$79.4K +540 +7%
BCM
1050
BlueCrest Capital Management
Jersey
$1.17M +$1.17M +7,930 New
40 41
42
43 44