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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 %
DMK
1301
David M. Knott
$746K – – –
AC
1302
Abbrea Capital
California
$746K +$186K +1,116 +33%
BWM
1303
BerganKDV Wealth Management
Minnesota
$745K +$52K +312 +7%
RC
1304
Reik & Co
New York
$744K -$7.16K -43 -1%
QCG
1305
Quadrant Capital Group
Ohio
$743K +$84.4K +517 +13%
CS
1306
Credential Securities
$742K +$5K +30 +0.7%
LKIM
1307
Lawson Kroeker Investment Management
Nebraska
$742K -$542K -3,255 -42%
BST
1308
Bath Savings Trust
Maine
$740K -$8.98K -54 -1%
MCM
1309
Maple Capital Management
Vermont
$739K -$43.6K -262 -6%
LC
1310
LCNB Corp
Ohio
$732K -$24.6K -148 -3%
HCP
1311
Holt Capital Partners
Texas
$726K – – –
TC
1312
Telemus Capital
Michigan
$723K +$25.1K +151 +4%
BOS
1313
Bingham Osborn & Scarborough
California
$721K +$4.83K +29 +0.7%
AWM
1314
AllSquare Wealth Management
New York
$721K +$18.5K +111 +3%
SCM
1315
Salem Capital Management
Massachusetts
$720K – – –
ECM
1316
Evergreen Capital Management
Washington
$719K -$86.4K -519 -11%
BA
1317
Bennicas & Associates
California
$719K -$33.3K -200 -4%
MCWS
1318
McKinley Carter Wealth Services
West Virginia
$716K +$333 +2 +0%
WPW
1319
Waldron Private Wealth
Pennsylvania
$715K +$354K +2,146 +98%
RA
1320
RFG Advisory
Alabama
$710K +$73.9K +447 +12%
CRM
1321
Cramer Rosenthal McGlynn
Connecticut
$708K – – –
BBI
1322
Baxter Bros Inc
Connecticut
$706K -$129K -774 -15%
DWM
1323
Destination Wealth Management
California
$706K +$17.5K +105 +3%
BCM
1324
BTR Capital Management
California
$704K -$143K -861 -17%
VF
1325
Virtu Financial
New York
$703K +$145K +870 +26%
51 52
53
54 55