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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 %
WA
1051
Waverly Advisors
Alabama
$1.16M +$27.1K +184 +2%
GIP
1052
Granite Investment Partners
California
$1.16M -$10.7K -73 -0.9%
NFG
1053
Nations Financial Group
Iowa
$1.16M +$8.68K +59 +0.8%
MIC
1054
Meridian Investment Counsel
California
$1.16M -$14.7K -100 -1%
IIM
1055
Ipswich Investment Management
Massachusetts
$1.15M -$77.2K -525 -6%
CCA
1056
Cobblestone Capital Advisors
New York
$1.14M -$29.1K -198 -2%
EI
1057
Elkhorn Investments
Illinois
$1.14M +$1.14M +8,207 New
RHAM
1058
Round Hill Asset Management
California
$1.13M +$162K +1,098 +17%
FCB
1059
First Command Bank
Texas
$1.13M +$74.4K +506 +7%
FCFS
1060
First Command Financial Services
Texas
$1.13M +$74.4K +506 +7%
BCB
1061
Brian C. Broderick
$1.13M – – –
SACTSONJ
1062
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.13M – – –
AP
1063
Appleton Partners
Massachusetts
$1.12M -$37.8K -257 -3%
SG
1064
StoneX Group
New York
$1.12M +$1.12M +7,589 New
BOH
1065
Bank of Hawaii
Hawaii
$1.12M +$47.2K +321 +4%
DDC
1066
DF Dent & Co
Maryland
$1.11M +$23.1K +157 +2%
PWMAG
1067
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M -$14.6K -99 -1%
BWM
1068
Baystate Wealth Management
Massachusetts
$1.1M -$25K -171 -2%
Balyasny Asset Management
1069
Balyasny Asset Management
Illinois
$1.1M -$3.71M -25,226 -77%
WC
1070
Whitney & Co
New York
$1.1M +$287K +1,951 +35%
WI
1071
Wintrust Investments
Illinois
$1.1M -$22.1K -150 -2%
JCM
1072
Jag Capital Management
Missouri
$1.1M -$21.6K -147 -2%
SM
1073
Sciencast Management
New Jersey
$1.1M +$1.1M +7,443 New
TIA
1074
Trust Investment Advisors
Indiana
$1.09M +$23.1K +157 +2%
PL
1075
Plancorp LLC
Missouri
$1.09M -$42.1K -286 -4%
41 42
43
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