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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 %
PV
1176
Private Vista
Illinois
$1.02M – – –
MWP
1177
MYCIO Wealth Partners
Pennsylvania
$1.02M +$58.1K +349 +6%
CPA
1178
Court Place Advisors
Maryland
$1.02M +$1.02M +6,114 New
CC
1179
Colrain Capital
Massachusetts
$1.01M -$244K -1,464 -19%
KBG
1180
Kahn Brothers Group
New York
$1.01M -$17.5K -105 -2%
HIC
1181
Harvey Investment Company
Kentucky
$1M -$20.8K -125 -2%
PMFA
1182
Plante Moran Financial Advisors
Michigan
$1M +$46K +276 +5%
MIP
1183
Marietta Investment Partners
Wisconsin
$1M – – –
MGIA
1184
Moneta Group Investment Advisors
Missouri
$998K – – –
SFG
1185
StrategIQ Financial Group
Indiana
$998K +$18.3K +110 +2%
WPA
1186
Winning Points Advisors
Florida
$992K – – –
IAA
1187
Independent Advisor Alliance
North Carolina
$987K +$182K +1,100 +23%
TAM
1188
Trillium Asset Management
Massachusetts
$983K -$44.8K -269 -4%
AMG
1189
Asset Management Group
Connecticut
$977K +$2.66K +16 +0.3%
DLHL
1190
Donald L. Hagan LLC
Florida
$973K +$5.82K +35 +0.6%
VHAM
1191
Van Hulzen Asset Management
California
$972K -$27.1K -163 -3%
PWP
1192
Private Wealth Partners
California
$970K +$88.5K +532 +10%
HCMT
1193
Highland Capital Management (Tennessee)
Tennessee
$968K -$159K -953 -14%
PCMC
1194
Paragon Capital Management (Colorado)
Colorado
$967K +$967K +5,808 New
B
1195
Bellecapital
Switzerland
$964K – – –
CC
1196
Cadinha & Co
Hawaii
$962K -$157K -942 -14%
FLPIM
1197
F.L. Putnam Investment Management
Massachusetts
$958K -$33.6K -202 -3%
AI
1198
Accredited Investors
Minnesota
$948K +$16.7K +100 +2%
BWM
1199
Biltmore Wealth Management
Arizona
$945K +$945K +5,675 New
AFP
1200
Ausdal Financial Partners
Iowa
$941K +$97K +583 +11%
46 47
48
49 50