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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 %
GT
1201
Greenleaf Trust
Michigan
$769K -$14K -95 -2%
HFM
1202
Hartford Financial Management
Connecticut
$769K – – –
BOC
1203
Barbara Oil Co
Illinois
$769K – – –
MCM
1204
Maryland Capital Management
Maryland
$762K -$466K -3,171 -38%
GCMG
1205
Gyroscope Capital Management Group
Florida
$760K -$223K -1,517 -23%
REMPR
1206
Roof Eidam Maycock Peralta (REMP)
California
$759K +$147 +1 +0%
ECM
1207
Evergreen Capital Management
Washington
$759K +$124K +844 +20%
BFG
1208
Beacon Financial Group
Texas
$758K -$10.2M -69,304 -93%
MGIA
1209
Moneta Group Investment Advisors
Missouri
$758K -$123K -837 -14%
ADL
1210
Asset Dedication LLC
California
$754K -$47.6K -325 -6%
TCOT
1211
Trust Company of Toledo
Ohio
$753K +$191K +1,297 +34%
HWP
1212
Hefty Wealth Partners
Indiana
$748K -$297K -2,021 -28%
EM
1213
ELCO Management
New York
$747K -$69.2K -471 -8%
BWAM
1214
Boyd Watterson Asset Management
Ohio
$744K -$63.9K -435 -8%
KP
1215
Keel Point
Alabama
$744K +$15.9K +108 +2%
HWA
1216
Heritage Wealth Advisors
Virginia
$741K +$14K +95 +2%
KTC
1217
Kistler-Tiffany Companies
Pennsylvania
$736K +$48.5K +330 +7%
TCOO
1218
Trust Company of Oklahoma
Oklahoma
$729K +$60.7K +413 +9%
SSWM
1219
Smith Salley Wealth Management
North Carolina
$728K – – –
GVT
1220
Genesee Valley Trust
New York
$727K – – –
JA
1221
JLB & Associates
Michigan
$726K +$726K +4,942 New
BMM
1222
Buffington Mohr McNeal
Idaho
$723K – – –
FCCM
1223
First City Capital Management
Georgia
$718K – – –
BWA
1224
BDO Wealth Advisors
Florida
$718K +$718K +4,881 New
CS
1225
Credential Securities
$713K +$56.1K +381 +9%
47 48
49
50 51