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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 %
LOAMS
1326
Lombard Odier Asset Management (Switzerland)
Switzerland
$702K +$702K +4,216 New
DVM
1327
Dreman Value Management
Florida
$701K – – –
BTNA
1328
Bremer Trust National Association
Minnesota
$701K +$18.8K +113 +3%
KWM
1329
Kingsview Wealth Management
Oregon
$699K +$699K +4,198 New
MCG
1330
Meru Capital Group
New York
$697K +$697K +4,184 New
BWP
1331
BSW Wealth Partners
Colorado
$695K +$2.5K +15 +0.4%
SAM
1332
Strategy Asset Managers
California
$691K -$21.8K -131 -3%
SA
1333
SL Advisors
New Jersey
$691K -$833 -5 -0.1%
TCM
1334
Telos Capital Management
California
$690K -$5.16K -31 -0.7%
CIM
1335
Cetera Investment Management
California
$689K -$569K -3,421 -45%
ZCI
1336
Zevenbergen Capital Investments
Washington
$689K +$118K +709 +21%
GC
1337
Grace Capital
Massachusetts
$688K +$166K +996 +32%
PFGIA
1338
Patriot Financial Group Insurance Agency
Massachusetts
$688K +$274K +1,657 +66%
AAMU
1339
AEGON Asset Management (UK)
United Kingdom
$686K -$10.8K -65 -2%
AC
1340
Alexandria Capital
Virginia
$685K -$8.32K -50 -1%
SWA
1341
Sutton Wealth Advisors
Florida
$680K +$666 +4 +0.1%
CA
1342
Cortland Associates
Missouri
$678K -$87K -523 -11%
CS
1343
Comerica Securities
Michigan
$678K +$50.8K +305 +8%
LPL Financial
1344
LPL Financial
California
$677K +$461K +2,759 +213%
CCM
1345
Cullen Capital Management
New York
$676K +$348K +2,092 +106%
PFS
1346
Prospera Financial Services
Texas
$670K -$62.8K -378 -9%
ST
1347
Sabal Trust
Florida
$669K -$118K -706 -15%
LWM
1348
LBA Wealth Management
Florida
$669K -$47.4K -285 -7%
BCM
1349
Boltwood Capital Management
California
$667K -$17.5K -105 -3%
FHC
1350
First Heartland Consultants
Missouri
$666K +$48.3K +290 +8%
52 53
54
55 56