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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 %
MIP
1151
Marietta Investment Partners
Wisconsin
$884K – – –
B
1152
Bellecapital
Switzerland
$884K +$32.2K +219 +4%
SGAM
1153
Steinberg Global Asset Management
Florida
$881K -$512K -3,482 -37%
NFG
1154
Next Financial Group
Texas
$880K +$151K +1,023 +21%
DAM
1155
Delta Asset Management
Tennessee
$879K -$29.1K -198 -3%
MBT
1156
Montecito Bank & Trust
California
$876K -$44.7K -304 -5%
TAM
1157
Trillium Asset Management
Massachusetts
$868K – – –
AMG
1158
Asset Management Group
Connecticut
$866K +$3.53K +24 +0.4%
MFW
1159
Meristem Family Wealth
Minnesota
$866K +$46.2K +314 +6%
PWP
1160
Private Wealth Partners
California
$857K – – –
TCM
1161
Tradition Capital Management
New Jersey
$856K +$175K +1,191 +26%
BWM
1162
Biltmore Wealth Management
Arizona
$855K +$20.3K +138 +2%
LPT
1163
Legacy Private Trust
Wisconsin
$851K -$81.9K -557 -9%
FIM
1164
Frontier Investment Management
Texas
$851K +$17.6K +120 +2%
RA
1165
RFG Advisory
Alabama
$848K +$218K +1,487 +35%
GWCM
1166
Godshalk Welsh Capital Management
Pennsylvania
$838K +$7.79K +53 +0.9%
VIA
1167
Vantage Investment Advisors
Pennsylvania
$836K +$130K +887 +18%
ECAM
1168
East Coast Asset Management
Massachusetts
$830K -$7.53M -51,203 -90%
JWA
1169
JFS Wealth Advisors
Pennsylvania
$829K -$1.03K -7 -0.1%
DAS
1170
Dynamic Advisor Solutions
Arizona
$826K -$677K -4,599 -45%
ATC
1171
Argent Trust Co
Tennessee
$826K -$84.2K -572 -9%
LWM
1172
Lyons Wealth Management
Florida
$826K +$39.1K +266 +5%
BA
1173
BKS Advisors
Michigan
$826K +$292K +1,987 +55%
CFMC
1174
Curbstone Financial Management Corp
New Hampshire
$826K +$433K +2,945 +110%
IAA
1175
Independent Advisor Alliance
North Carolina
$825K -$50.7K -346 -6%
45 46
47
48 49