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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 %
CWA
1251
Cypress Wealth Advisors
California
$664K -$293K -1,994 -31%
BRM
1252
Boston Research & Management
Massachusetts
$664K – – –
KA
1253
Kovack Advisors
Florida
$662K +$284K +1,931 +75%
SFM
1254
Signature Financial Management
Virginia
$660K +$135K +920 +26%
EA
1255
Edge Advisors
Georgia
$659K -$110K -746 -14%
DMK
1256
David M. Knott
$659K – – –
SCM
1257
Salem Capital Management
Massachusetts
$656K +$20.4K +139 +3%
KFS
1258
Kurt F. Somerville
$655K -$7.64K -52 -1%
CBU
1259
CIBC Bank USA
Illinois
$653K -$38.9K -265 -6%
VAS
1260
Valicenti Advisory Services
New York
$653K -$35K -238 -5%
BDF
1261
Balasa Dinverno & Foltz
$652K -$252K -1,715 -28%
TBA
1262
Train Babcock Advisors
New York
$652K -$17.4K -118 -3%
BWP
1263
BSW Wealth Partners
Colorado
$652K +$38.4K +261 +6%
ACI
1264
Alpha Cubed Investments
California
$651K -$73.5K -500 -10%
AW
1265
ACG Wealth
Georgia
$650K -$91.5K -622 -12%
SLG
1266
Stanley-Laman Group
Pennsylvania
$648K -$10.7K -73 -2%
MWAC
1267
Mariner Wealth Advisors (Cincinnati)
Ohio
$647K -$37.9K -258 -6%
TYCC
1268
Texas Yale Capital Corp
Florida
$647K +$88.8K +604 +16%
CANY
1269
Caxton Associates (New York)
New York
$646K +$123K +837 +24%
TC
1270
Telemus Capital
Michigan
$645K +$5.59K +38 +0.9%
HIC
1271
Hartline Investment Corp
Illinois
$641K -$287K -1,950 -31%
BST
1272
Bath Savings Trust
Maine
$641K -$12.3K -84 -2%
HCP
1273
Holt Capital Partners
Texas
$641K – – –
CP
1274
Coho Partners
Pennsylvania
$638K -$23.7K -161 -4%
MCM
1275
Marathon Capital Management
Maryland
$637K -$24.1K -164 -4%
49 50
51
52 53