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IBM
IBM

Overview Fund Activity

1,756 hedge funds and large institutions have $78.1B invested in IBM in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 597 increasing their positions, 851 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
-37
Holders Change %
-2.06%
% of All Funds
43.85%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
1.52%
New
74
Increased
597
Reduced
851
Closed
96
Calls
$1.35B
Puts
$1.69B
Net Calls
-$337M
Net Calls Change
+$98.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$422M
2
BlackRock
BlackRock
New York
+$270M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$264M
4
Goldman Sachs
Goldman Sachs
New York
+$218M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$157M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.47B
2
Renaissance Technologies
Renaissance Technologies
New York
-$234M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$153M
4
Bank of America
Bank of America
North Carolina
-$146M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
1026
B. Riley Wealth Advisors
Florida
$1.12M -$230K -1,656 -17%
MVA
1027
Mount Vernon Associates
Maryland
$1.12M -$32.7K -236 -3%
SNBOSD
1028
Security National Bank of So Dak
Iowa
$1.12M -$1.67K -12 -0.1%
RHBC
1029
R.H. Bluestein & Co
Michigan
$1.11M -$12M -86,449 -92%
WIS
1030
Wright Investors Service
Connecticut
$1.11M -$1.07M -7,748 -49%
AL
1031
Aspiriant LLC
California
$1.1M -$300K -2,159 -21%
SAM
1032
Summit Asset Management
Tennessee
$1.1M -$39.8K -287 -3%
WC
1033
Whitney & Co
New York
$1.1M – – –
NFGCM
1034
Norman Fields Gottscho Capital Management
New York
$1.1M -$29K -209 -3%
IAM
1035
Impax Asset Management
New Hampshire
$1.09M +$72.5K +523 +7%
MWM
1036
Mission Wealth Management
California
$1.09M -$116K -839 -10%
GIP
1037
Granite Investment Partners
California
$1.08M -$10.5K -76 -1%
MIC
1038
Meridian Investment Counsel
California
$1.08M -$7.21K -52 -0.7%
IIM
1039
Ipswich Investment Management
Massachusetts
$1.08M – – –
BOH
1040
Bank of Hawaii
Hawaii
$1.08M +$23.4K +169 +2%
GD
1041
Grandfield & Dodd
New York
$1.06M -$88.7K -639 -8%
NC
1042
NewSquare Capital
Pennsylvania
$1.06M +$41.6K +300 +4%
WA
1043
Waverly Advisors
Alabama
$1.06M -$36.4K -262 -3%
SACTSONJ
1044
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.06M – – –
SNBOSCI
1045
Security National Bank of Sioux City Iowa
Iowa
$1.06M +$147K +1,063 +16%
BP
1046
Ballentine Partners
Massachusetts
$1.05M -$543K -3,918 -34%
HCMT
1047
Highland Capital Management (Tennessee)
Tennessee
$1.04M +$286K +2,064 +38%
BAM
1048
Belpointe Asset Management
Nevada
$1.04M +$1.04M +7,494 New
WI
1049
Wintrust Investments
Illinois
$1.03M -$7.21K -52 -0.7%
DDC
1050
DF Dent & Co
Maryland
$1.03M -$21.8K -157 -2%
40 41
42
43 44