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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 %
EM
1326
Emancipation Management
New York
$560K – – –
DT
1327
Diversified Trust
Tennessee
$556K -$384K -2,611 -41%
IC
1328
Intersect Capital
California
$556K +$61.9K +421 +13%
AWA
1329
ARS Wealth Advisors
Florida
$552K +$187K +1,269 +51%
SFG
1330
SevenBridge Financial Group
Pennsylvania
$551K +$12.3K +84 +2%
FPS
1331
Fieldpoint Private Securities
Connecticut
$549K -$1.1M -7,493 -67%
CL
1332
CPWM LLC
Washington
$548K -$15.7K -107 -3%
SWM
1333
Stockman Wealth Management
Montana
$546K -$197K -1,336 -26%
FWP
1334
FAS Wealth Partners
Kansas
$546K +$144K +981 +36%
PA
1335
Planning Alternatives
Michigan
$544K +$5.59K +38 +1%
DDPIC
1336
Deroy & Devereaux Private Investment Counsel
Michigan
$543K – – –
NFP
1337
Narus Financial Partners
Utah
$541K -$29.7K -202 -5%
AAM
1338
Aureus Asset Management
Massachusetts
$540K -$6.91K -47 -1%
DWM
1339
Destination Wealth Management
California
$537K -$86.1K -586 -14%
CIAS
1340
Capital Investment Advisory Services
North Carolina
$530K -$50.1K -341 -9%
CNC
1341
Citizens & Northern Corp
Pennsylvania
$530K +$10K +68 +2%
JFA
1342
Johanson Financial Advisors
California
$529K -$27.1K -185 -5%
WA1
1343
Wimmer Associates 1
California
$528K – – –
MTC
1344
McDaniel Terry & Co
Texas
$525K +$735 +5 +0.1%
ASA
1345
Armstrong Shaw Associates
Connecticut
$523K – – –
CC
1346
Cadinha & Co
Hawaii
$520K -$331K -2,247 -39%
MCM
1347
MV Capital Management
Maryland
$520K – – –
CIM
1348
Cetera Investment Management
California
$519K -$93.7K -633 -15%
RFA
1349
Reilly Financial Advisors
California
$519K +$281K +1,909 +118%
FA
1350
FCG Advisors
New Jersey
$515K -$882 -6 -0.2%
52 53
54
55 56