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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 %
STMM
1376
South Texas Money Management
Texas
$486K -$20K -136 -4%
CIP
1377
Cornerstone Investment Partners
Georgia
$486K – – –
HCA
1378
Harbour Capital Advisors
Virginia
$483K -$17.9K -122 -4%
SAM
1379
Strategy Asset Managers
California
$482K -$128K -871 -21%
MWM
1380
Meridian Wealth Management
Kentucky
$482K -$75.4K -512 -14%
SLA
1381
Silver Lake Advisory
Utah
$481K +$3.97K +27 +0.8%
RCAMU
1382
Rothschild & Co Asset Management US
Connecticut
$480K +$74K +503 +18%
AWA
1383
Arete Wealth Advisors
Illinois
$480K +$154K +1,044 +47%
IWA
1384
Inspirion Wealth Advisors
Illinois
$479K – – –
HCM
1385
Hutchinson Capital Management
California
$476K -$20K -136 -4%
CPA
1386
Cowen Prime Advisors
New York
$476K +$20K +136 +4%
PTB
1387
Pioneer Trust Bank
Oregon
$475K -$249K -1,695 -34%
SAA
1388
Southeast Asset Advisors
Georgia
$473K -$92.1K -627 -16%
NB
1389
Nicolet Bankshares
Wisconsin
$473K -$26K -177 -5%
CI
1390
Capital International
California
$472K -$1.17M -7,950 -71%
AMG
1391
Advisors Management Group
Wisconsin
$472K -$9.86K -67 -2%
TFF
1392
The Family Firm
Maryland
$471K -$294 -2 -0.1%
KCPG
1393
Kavar Capital Partners Group
Kansas
$470K – – –
AF
1394
Alerus Financial
North Dakota
$469K -$12.4K -84 -3%
KFA
1395
Kelleher Financial Advisors
New York
$468K -$24.5K -167 -5%
HA
1396
Hamel Associates
New Jersey
$468K – – –
VWM
1397
Valley Wealth Managers
New Jersey
$467K -$318K -2,164 -41%
MPIA
1398
Mountain Pacific Investment Advisers
Idaho
$467K -$210K -1,427 -31%
GEA
1399
Glen Eagle Advisors
New Jersey
$467K +$92.2K +627 +25%
AAM
1400
Autus Asset Management
Arizona
$462K -$33.8K -230 -7%
54 55
56
57 58