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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 %
AIA
1226
Armor Investment Advisors
North Carolina
$711K +$3.09K +21 +0.4%
Two Sigma Investments
1227
Two Sigma Investments
New York
$709K +$709K +4,818 New
PK
1228
Pflug Koory
Nebraska
$708K – – –
AIM
1229
ARK Investment Management
Florida
$706K -$2.77M -18,814 -80%
CS
1230
Cannell & Spears
New York
$703K – – –
PAM
1231
Peak Asset Management
Colorado
$701K -$5.3K -36 -0.7%
BIM
1232
Bridges Investment Management
Nebraska
$697K +$280K +1,906 +67%
PAS
1233
Professional Advisory Services
Florida
$696K – – –
LIC
1234
Lodestar Investment Counsel
Illinois
$694K +$1.62K +11 +0.2%
CI
1235
Cowen Inc
New York
$692K – – –
IIC
1236
Integrated Investment Consultants
Michigan
$691K +$15.4K +105 +2%
CCG
1237
Chatham Capital Group
Georgia
$689K +$7.64K +52 +1%
NA
1238
Nottingham Advisors
New York
$687K – – –
VWA
1239
V Wealth Advisors
Kansas
$684K +$291K +1,985 +74%
FHC
1240
First Heartland Consultants
Missouri
$679K +$91K +619 +15%
SCI
1241
Stableford Capital II
Arizona
$679K +$679K +4,617 New
DA
1242
DSC Advisors
Illinois
$676K +$210K +1,428 +45%
CC
1243
Cognios Capital
Kansas
$674K -$7.26M -49,364 -92%
CEI
1244
Clark Estates Inc
New York
$673K – – –
MCWS
1245
McKinley Carter Wealth Services
West Virginia
$673K +$40.2K +273 +6%
WCM
1246
Weik Capital Management
Pennsylvania
$671K -$82.2K -559 -11%
CA
1247
Cornerstone Advisory
Maryland
$668K -$5K -34 -0.7%
SHGA
1248
Sand Hill Global Advisors
California
$668K +$119K +809 +22%
FNB
1249
Farmers National Bank
Kentucky
$667K -$73.2K -498 -10%
PAG
1250
Pinnacle Advisory Group
Maryland
$667K -$23.5K -160 -3%
48 49
50
51 52