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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 %
AC
1301
Abbrea Capital
California
$595K -$64.3K -437 -10%
SSG
1302
Summit Securities Group
New York
$593K +$280K +1,902 +89%
KWM
1303
Kingsview Wealth Management
Oregon
$592K -$25.4K -173 -4%
AC
1304
Alexandria Capital
Virginia
$590K -$15.3K -104 -3%
BCM
1305
Boltwood Capital Management
California
$589K – – –
Jane Street
1306
Jane Street
New York
$587K -$1.49M -10,118 -72%
NL
1307
NWAM LLC
Washington
$587K +$122K +828 +26%
CC
1308
Cannell & Co
New York
$585K -$76.5K -520 -12%
MFBTD
1309
MB Financial Bank - Trust Department
Illinois
$584K – – –
FTC
1310
Farmers Trust Company
Ohio
$582K -$106K -718 -15%
FI
1311
FormulaFolio Investments
Michigan
$582K +$154K +1,044 +36%
BCM
1312
BTR Capital Management
California
$580K -$41.6K -283 -7%
JMFC
1313
J.M. Forbes & Co
Massachusetts
$580K -$5.29K -36 -0.9%
VWM
1314
Venturi Wealth Management
Texas
$579K – – –
LW
1315
Linscomb Wealth
Texas
$578K -$169K -1,148 -23%
CCM
1316
Carlson Capital Management
Minnesota
$578K +$70.9K +482 +14%
BW
1317
Bison Wealth
Georgia
$576K +$4.41K +30 +0.8%
BMC
1318
Benin Management Corp
Connecticut
$574K +$54.5K +371 +11%
BOS
1319
Bingham Osborn & Scarborough
California
$571K -$65.1K -443 -10%
FMT
1320
First Mercantile Trust
Tennessee
$569K – – –
QCG
1321
Quadrant Capital Group
Ohio
$566K -$58.9K -429 -9%
BOS
1322
Bank of Stockton
California
$562K -$17.8K -121 -3%
IB
1323
Intrust Bank
Kansas
$562K -$5K -34 -0.9%
BCM
1324
Becker Capital Management
Oregon
$561K – – –
BCM
1325
Bluefin Capital Management
New York
$560K -$1.66M -11,278 -75%
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