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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 %
B
1351
Bridgeworth
Alabama
$663K -$55.2K -334 -8%
JMFC
1352
J.M. Forbes & Co
Massachusetts
$663K – – –
MFBTD
1353
MB Financial Bank - Trust Department
Illinois
$662K -$21.8K -131 -3%
CIAS
1354
Capital Investment Advisory Services
North Carolina
$657K +$28.8K +173 +5%
WEC
1355
Winslow Evans & Crocker
Massachusetts
$657K +$82.9K +498 +14%
BOS
1356
Bank of Stockton
California
$656K – – –
GHAM
1357
Gilman Hill Asset Management
Connecticut
$656K +$2.5K +15 +0.4%
OAM
1358
Occidental Asset Management
California
$656K +$40.6K +244 +7%
ODCM
1359
Old Dominion Capital Management
Virginia
$654K +$654K +3,926 New
BFA
1360
Beaumont Financial Advisors
Massachusetts
$653K +$87.1K +523 +15%
NFP
1361
Narus Financial Partners
Utah
$647K +$6K +36 +0.9%
BW
1362
Bison Wealth
Georgia
$647K +$65.1K +391 +11%
FMT
1363
First Mercantile Trust
Tennessee
$644K – – –
IB
1364
Intrust Bank
Kansas
$642K +$832 +5 +0.1%
OMC
1365
Overbrook Management Corp
New York
$642K +$195K +1,172 +44%
SAA
1366
Southeast Asset Advisors
Georgia
$640K – – –
VWM
1367
Venturi Wealth Management
Texas
$640K +$640K +3,939 New
CL
1368
CPWM LLC
Washington
$638K -$126K -759 -17%
TCOT
1369
Trust Company of Toledo
Ohio
$636K -$56.6K -340 -8%
SCP
1370
Sandhill Capital Partners
New York
$635K -$158K -949 -20%
BCM
1371
Becker Capital Management
Oregon
$635K +$26.5K +159 +4%
EM
1372
Emancipation Management
New York
$634K – – –
JFA
1373
Johanson Financial Advisors
California
$633K +$633K +3,791 New
TYCC
1374
Texas Yale Capital Corp
Florida
$632K +$333 +2 +0.1%
MAM
1375
Mastrapasqua Asset Management
Tennessee
$631K +$145K +874 +30%
53 54
55
56 57