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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 %
EWM
1126
Endurance Wealth Management
Rhode Island
$1.14M +$175K +1,048 +18%
BT
1127
Beacon Trust
New Jersey
$1.14M +$6.02K +35 +0.5%
IH
1128
IFC Holdings
Florida
$1.14M +$90.5K +542 +9%
NC
1129
NewSquare Capital
Pennsylvania
$1.13M +$136K +818 +14%
SAM
1130
Symphony Asset Management
California
$1.13M +$1.13M +6,770 New
AA
1131
Ancora Advisors
Ohio
$1.12M – – –
IAM
1132
Impax Asset Management
New Hampshire
$1.12M +$69.6K +418 +7%
DAM
1133
Doheny Asset Management
California
$1.12M -$38.3K -230 -3%
BSW
1134
Buckingham Strategic Wealth
Missouri
$1.11M +$110K +661 +11%
GCMG
1135
Gyroscope Capital Management Group
Florida
$1.11M -$53.4K -321 -5%
SB
1136
Simmons Bank
Arkansas
$1.11M -$39.5K -237 -3%
SFS
1137
Sowell Financial Services
Arkansas
$1.1M +$70.4K +483 +7%
HCM
1138
Highbridge Capital Management
New York
$1.1M +$1.1M +6,623 New
RHAM
1139
Round Hill Asset Management
California
$1.1M – – –
OC
1140
Oakworth Capital
Alabama
$1.1M -$108K -649 -9%
WA
1141
Wealth Architects
California
$1.1M +$499 +3 +0%
I2I
1142
Insight 2811 Inc
Illinois
$1.09M -$87.1K -523 -7%
CWM
1143
Concentric Wealth Management
California
$1.09M -$37.3K -224 -3%
TIA
1144
Tiemann Investment Advisors
California
$1.09M -$30.3K -182 -3%
CBA
1145
Coastal Bridge Advisors
Connecticut
$1.09M +$2K +12 +0.2%
PA
1146
Parallel Advisors
California
$1.09M -$36.6K -241 -3%
CWA
1147
Cypress Wealth Advisors
California
$1.08M -$8.49K -51 -0.8%
SNBOSCI
1148
Security National Bank of Sioux City Iowa
Iowa
$1.08M -$95.8K -576 -8%
SFM
1149
Soros Fund Management
New York
$1.08M +$1.08M +6,485 New
TI
1150
Trexquant Investment
Connecticut
$1.08M +$1.08M +6,485 New
44 45
46
47 48