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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 %
P
1101
Pitcairn
Pennsylvania
$1.01M -$72.8K -495 -7%
EWM
1102
Endurance Wealth Management
Rhode Island
$1M -$3.24K -22 -0.3%
1832 Asset Management
1103
1832 Asset Management
Ontario, Canada
$1M -$459K -3,117 -31%
CD
1104
Carl Domino
Florida
$997K -$53.8K -366 -5%
NIM
1105
Northeast Investment Management
Massachusetts
$994K -$127K -861 -11%
AA
1106
Ancora Advisors
Ohio
$994K +$1.47K +10 +0.1%
OC
1107
Oarsman Capital
Wisconsin
$991K -$42.3K -288 -4%
BWA
1108
Burt Wealth Advisors
Maryland
$987K -$181K -1,232 -16%
MHS
1109
M Holdings Securities
Oregon
$982K +$206K +1,400 +27%
PV
1110
Private Vista
Illinois
$981K +$38.2K +270 +4%
BOTW
1111
Bank of the West
California
$976K -$489K -3,323 -33%
DAM
1112
Doheny Asset Management
California
$972K -$15.3K -104 -2%
OC
1113
Oakworth Capital
Alabama
$964K -$6.91K -47 -0.7%
SNBOSCI
1114
Security National Bank of Sioux City Iowa
Iowa
$964K +$8.68K +59 +0.9%
WA
1115
Wealth Architects
California
$963K -$5.29K -36 -0.5%
CBA
1116
Coastal Bridge Advisors
Connecticut
$963K +$2.21K +15 +0.2%
LCM
1117
Liberty Capital Management
Michigan
$962K -$164K -1,119 -15%
BA
1118
Birinyi Associates
Connecticut
$956K +$46.2K +314 +5%
SAM
1119
Symphony Asset Management
California
$954K -$40.7K -277 -4%
SFG
1120
StrategIQ Financial Group
Indiana
$951K +$69.8K +475 +8%
SFSIG
1121
San Francisco Sentry Investment Group
California
$949K +$152K +1,034 +19%
FFS
1122
Founders Financial Securities
Maryland
$948K +$948K +6,443 New
HI
1123
Horizon Investments
North Carolina
$947K +$270K +1,835 +40%
SB
1124
Simmons Bank
Arkansas
$940K -$36.5K -248 -4%
TIA
1125
Tiemann Investment Advisors
California
$937K -$28.4K -193 -3%
43 44
45
46 47