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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 %
CI
1051
CAZ Investments
Texas
$1.43M – – –
PB
1052
Pinnacle Bancorp
Nebraska
$1.42M +$1.42M +8,504 New
MVA
1053
Mount Vernon Associates
Maryland
$1.42M -$17.3K -104 -1%
SFG
1054
SNS Financial Group
Minnesota
$1.41M +$404K +2,427 +40%
SAM
1055
Summit Asset Management
Tennessee
$1.4M +$998 +6 +0.1%
YWP
1056
YorkBridge Wealth Partners
New York
$1.4M -$138K -905 -9%
BG
1057
Bollard Group
Massachusetts
$1.39M +$9.66K +58 +0.7%
AAIM
1058
American Assets Investment Management
California
$1.39M – – –
CSUI
1059
Cincinnati Specialty Underwriters Insurance
Ohio
$1.39M – – –
MCM
1060
Maryland Capital Management
Maryland
$1.39M +$492K +2,956 +55%
IIM
1061
Ipswich Investment Management
Massachusetts
$1.39M -$3.5K -21 -0.3%
SS
1062
Simplicity Solutions
Minnesota
$1.38M +$92.4K +555 +7%
MWM
1063
Mission Wealth Management
California
$1.38M +$3K +18 +0.2%
GSBTD
1064
Glenview State Bank Trust Department
Illinois
$1.38M – – –
SCM
1065
Southport Capital Management
Tennessee
$1.38M +$23.8K +143 +2%
ZCA
1066
Zeke Capital Advisors
Pennsylvania
$1.38M +$290K +1,744 +27%
IAS
1067
INR Advisory Services
Pennsylvania
$1.36M – – –
PMG
1068
ProVise Management Group
Florida
$1.36M -$49.8K -299 -4%
NFGCM
1069
Norman Fields Gottscho Capital Management
New York
$1.35M -$34.8K -209 -3%
DCM
1070
Dynamic Capital Management
Jersey
$1.35M -$264K -1,584 -16%
SNBOSD
1071
Security National Bank of So Dak
Iowa
$1.35M +$7.16K +43 +0.5%
WCBA
1072
Weaver C. Barksdale & Associates
Tennessee
$1.35M +$329K +1,977 +32%
TTWM
1073
TCV Trust & Wealth Management
Virginia
$1.34M +$95.9K +576 +8%
GIP
1074
Granite Investment Partners
California
$1.33M +$58.6K +352 +5%
CCA
1075
Cobblestone Capital Advisors
New York
$1.33M +$6.99K +42 +0.5%
41 42
43
44 45