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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 %
VCAM
1126
Van Cleef Asset Management
Ohio
$935K – – –
CFA
1127
Capstone Financial Advisors
Illinois
$935K +$2.8K +19 +0.3%
OA
1128
Oxbow Advisors
Texas
$933K +$23.1K +157 +3%
WA
1129
Wheatland Advisors
Pennsylvania
$929K – – –
MMPW
1130
Mitchell McLeod Pugh & Williams
Alabama
$924K – – –
CPR
1131
CSU Producer Resources
Ohio
$923K – – –
JWBC
1132
J.W. Burns & Co
New York
$922K -$135K -919 -13%
EFSCE
1133
Enterprise Financial Services Corp (EFSC)
Missouri
$920K +$121K +822 +15%
MPAM
1134
Murphy Pohlad Asset Management
Minnesota
$918K -$513K -3,493 -36%
NA
1135
NewEdge Advisors
Louisiana
$917K +$620K +4,225 +209%
MC
1136
Middleton & Co
Massachusetts
$916K -$417K -2,836 -31%
AAC
1137
Asset Advisors Corp
Georgia
$915K -$30.7K -209 -3%
SBWM
1138
Sunflower Bank Wealth Management
Arizona
$914K -$123K -837 -12%
I2I
1139
Insight 2811 Inc
Illinois
$908K -$58.7K -399 -6%
VHAM
1140
Van Hulzen Asset Management
California
$905K +$46.2K +314 +5%
AFP
1141
Ausdal Financial Partners
Iowa
$904K +$71.9K +489 +9%
DVM
1142
Dreman Value Management
Florida
$900K +$281K +1,908 +45%
CPA
1143
Court Place Advisors
Maryland
$899K – – –
RI
1144
Ridgewood Investments
New Jersey
$898K +$69.6K +473 +8%
CAM
1145
CMT Asset Management
Illinois
$896K +$896K +6,093 New
DWM
1146
Doyle Wealth Management
Florida
$895K -$30.4K -207 -3%
BMC
1147
Beaton Management Company
Massachusetts
$894K +$894K +6,077 New
FSCM
1148
Front Street Capital Management
Montana
$891K -$55.8K -379 -6%
GIA
1149
Granite Investment Advisors
New Hampshire
$891K -$12.6K -90 -1%
HIC
1150
Harvey Investment Company
Kentucky
$885K – – –
44 45
46
47 48