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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 %
MIC
1076
Meridian Investment Counsel
California
$1.32M – – –
BWA
1077
Burt Wealth Advisors
Maryland
$1.32M +$340K +2,043 +35%
TNB
1078
Thomasville National Bank
Georgia
$1.32M +$1.32M +7,949 New
SCM
1079
SOL Capital Management
Maryland
$1.31M -$7K -42 -0.5%
AP
1080
Appleton Partners
Massachusetts
$1.31M -$8.66K -52 -0.7%
NFG
1081
Nations Financial Group
Iowa
$1.3M -$14.7K -88 -1%
WA
1082
Waverly Advisors
Alabama
$1.29M +$1.04M +6,261 +428%
PL
1083
Plancorp LLC
Missouri
$1.28M +$8.84K +53 +0.7%
AP
1084
Atwood & Palmer
Missouri
$1.28M +$174K +1,042 +16%
LCM
1085
Liberty Capital Management
Michigan
$1.28M -$70.6K -424 -5%
BCB
1086
Brian C. Broderick
$1.28M -$92.4K -555 -7%
SACTSONJ
1087
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.27M – – –
FAM
1088
Fenimore Asset Management
New York
$1.27M – – –
NIM
1089
Northeast Investment Management
Massachusetts
$1.27M -$122K -733 -9%
PWMAG
1090
Pinnacle Wealth Management Advisory Group
New Jersey
$1.27M +$7.16K +43 +0.6%
WI
1091
Wintrust Investments
Illinois
$1.27M +$1.01M +6,087 +401%
JCM
1092
Jag Capital Management
Missouri
$1.26M -$103K -617 -8%
BWM
1093
Baystate Wealth Management
Massachusetts
$1.26M +$36.2K +222 +3%
CRC
1094
Curi RMB Capital
Illinois
$1.25M -$116K -694 -8%
OIA
1095
Optimum Investment Advisors
Illinois
$1.25M +$999 +6 +0.1%
BCCM
1096
Bridge Creek Capital Management
Massachusetts
$1.25M -$24.5K -147 -2%
UAS
1097
United Asset Strategies
New York
$1.25M -$2.18M -13,119 -64%
OPTFSNA
1098
Old Point Trust & Financial Services N A
Virginia
$1.25M +$17.8K +107 +1%
SFS
1099
Strategic Financial Services
New York
$1.24M -$69.3K -416 -5%
DDC
1100
DF Dent & Co
Maryland
$1.23M -$73.6K -442 -6%
42 43
44
45 46