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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 %
SL
1076
Summitry LLC
California
$1.09M +$82.5K +561 +8%
AWCI
1077
Alpine Woods Capital Investors
New York
$1.09M -$554K -3,766 -34%
IAM
1078
Impax Asset Management
New Hampshire
$1.08M +$92.3K +628 +9%
NC
1079
NewSquare Capital
Pennsylvania
$1.08M +$81.8K +556 +8%
OIA
1080
Optimum Investment Advisors
Illinois
$1.08M -$30K -204 -3%
PA
1081
Parallel Advisors
California
$1.08M +$85.4K +617 +9%
BCCM
1082
Bridge Creek Capital Management
Massachusetts
$1.07M -$31.6K -215 -3%
EA
1083
Elm Advisors
California
$1.07M +$3.09K +21 +0.3%
BSW
1084
Buckingham Strategic Wealth
Missouri
$1.06M +$80.3K +546 +8%
GA
1085
GFS Advisors
Texas
$1.06M +$1.06M +7,202 New
BAM
1086
Brave Asset Management
New Jersey
$1.05M -$1.66M -7,816 -61%
UAS
1087
United Asset Strategies
New York
$1.05M -$51.2K -348 -5%
CWM
1088
Concentric Wealth Management
California
$1.05M +$84.3K +573 +9%
YIA
1089
YHB Investment Advisors
Connecticut
$1.05M +$27.5K +187 +3%
CM
1090
Cornerstone Management
Georgia
$1.05M – – –
MWM
1091
Marietta Wealth Management
Georgia
$1.05M +$23.7K +161 +2%
ST
1092
Somerset Trust
Pennsylvania
$1.05M +$30.4K +207 +3%
CIM
1093
CIM Investment Management
Pennsylvania
$1.03M -$16.2K -110 -2%
TNB
1094
Thomasville National Bank
Georgia
$1.03M -$136K -928 -12%
WPC
1095
White Pine Capital
Minnesota
$1.03M -$38.4K -261 -4%
WKWM
1096
Walter & Keenan Wealth Management
Indiana
$1.02M -$846K -5,753 -45%
CHP
1097
Cable Hill Partners
Oregon
$1.02M -$15.6K -105 -2%
EWM
1098
Evermay Wealth Management
Virginia
$1.02M -$7.06K -48 -0.7%
MCM
1099
Manchester Capital Management
Vermont
$1.02M -$10.7K -73 -1%
CA
1100
Cambridge Advisors
Nebraska
$1.02M +$70.8K +481 +7%
42 43
44
45 46