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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 %
BA
1276
Bennicas & Associates
California
$634K -$1.18K -8 -0.2%
BWM
1277
BerganKDV Wealth Management
Minnesota
$633K -$24.7K -168 -4%
PFGIA
1278
Patriot Financial Group Insurance Agency
Massachusetts
$629K +$18.8K +128 +3%
ARMT
1279
Amica Retiree Medical Trust
Rhode Island
$627K -$183K -1,240 -23%
PCMC
1280
Paragon Capital Management (Colorado)
Colorado
$625K -$229K -1,558 -27%
GAG
1281
GM Advisory Group
New York
$625K -$166K -1,132 -21%
CRM
1282
Cramer Rosenthal McGlynn
Connecticut
$625K – – –
CAAS
1283
Capital Asset Advisory Services
Michigan
$624K -$78K -529 -11%
MCM
1284
Maple Capital Management
Vermont
$624K -$28.5K -194 -4%
ODCM
1285
Old Dominion Capital Management
Virginia
$621K +$43.3K +294 +7%
LOAMS
1286
Lombard Odier Asset Management (Switzerland)
Switzerland
$620K – – –
ST
1287
Sabal Trust
Florida
$617K +$26.3K +179 +4%
NJBEST
1288
New Jersey Better Educational Savings Trust
New Jersey
$615K -$154K -1,046 -20%
NG
1289
Northstar Group
New York
$613K -$105K -717 -15%
GP
1290
Girard Partners
Pennsylvania
$611K -$205K -1,392 -25%
TCM
1291
Telos Capital Management
California
$610K – – –
SCP
1292
Sandhill Capital Partners
New York
$609K +$47.9K +326 +9%
SA
1293
SL Advisors
New Jersey
$607K -$3.24K -22 -0.5%
OAM
1294
Occidental Asset Management
California
$606K +$27.2K +185 +5%
IP
1295
Investment Partners
Ohio
$601K -$69.8K -475 -10%
MAM
1296
Mastrapasqua Asset Management
Tennessee
$601K +$43.8K +298 +8%
CA
1297
Cortland Associates
Missouri
$599K – – –
SWA
1298
Sutton Wealth Advisors
Florida
$597K -$3.38K -23 -0.6%
JCM
1299
Jacobi Capital Management
Pennsylvania
$597K +$37.8K +258 +7%
RC
1300
Reik & Co
New York
$596K -$61.7K -419 -9%
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