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IBM
IBM

Overview Fund Activity

1,756 hedge funds and large institutions have $78.1B invested in IBM in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 597 increasing their positions, 851 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
-37
Holders Change %
-2.06%
% of All Funds
43.85%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
1.52%
New
74
Increased
597
Reduced
851
Closed
96
Calls
$1.35B
Puts
$1.69B
Net Calls
-$337M
Net Calls Change
+$98.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$422M
2
BlackRock
BlackRock
New York
+$270M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$264M
4
Goldman Sachs
Goldman Sachs
New York
+$218M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$157M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.47B
2
Renaissance Technologies
Renaissance Technologies
New York
-$234M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$153M
4
Bank of America
Bank of America
North Carolina
-$146M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
ID
1301
Integral Derivatives
New York
$512K -$3.46M -24,955 -87%
GT
1302
Greenleaf Trust
Michigan
$511K -$215K -1,547 -30%
PFS
1303
Prospera Financial Services
Texas
$511K +$85.1K +612 +20%
EGA
1304
E&G Advisors
Texas
$508K +$29K +209 +6%
DT
1305
Diversified Trust
Tennessee
$507K -$17.5K -126 -3%
PA
1306
Planning Alternatives
Michigan
$507K -$5.27K -38 -1%
MTC
1307
McDaniel Terry & Co
Texas
$504K +$8.47K +61 +2%
LW
1308
Linscomb Wealth
Texas
$503K -$41.9K -302 -8%
WCM
1309
Windsor Capital Management
Arizona
$503K – – –
VNA
1310
Valley National Advisers
Pennsylvania
$500K +$20.3K +146 +4%
TI
1311
Truepoint Inc
Ohio
$499K -$7.35K -53 -1%
CIAS
1312
Capital Investment Advisory Services
North Carolina
$499K -$1.11K -8 -0.2%
PCMM
1313
Private Capital Management (Minnesota)
Minnesota
$497K +$207K +1,491 +71%
SSWM
1314
Smith Salley Wealth Management
North Carolina
$495K -$192K -1,383 -28%
IB
1315
Intrust Bank
Kansas
$495K -$35.8K -258 -7%
BHA
1316
Beech Hill Advisors
New York
$495K +$116K +837 +31%
BOS
1317
Bingham Osborn & Scarborough
California
$494K -$44.6K -322 -8%
ASA
1318
Armstrong Shaw Associates
Connecticut
$493K – – –
CC
1319
Cannell & Co
New York
$492K -$60K -432 -11%
SFI
1320
SPC Financial Inc
Maryland
$485K +$188K +1,360 +64%
BBNB
1321
Baker Boyer National Bank
Washington
$482K – – –
CWM
1322
Circle Wealth Management
New Jersey
$479K +$163K +1,177 +52%
PAM
1323
Peak Asset Management
Colorado
$478K -$183K -1,321 -28%
BIA
1324
Barry Investment Advisors
Massachusetts
$478K +$3.88K +28 +0.8%
MWM
1325
Meridian Wealth Management
Kentucky
$476K +$18K +129 +4%
51 52
53
54 55