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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 %
CIS
1401
Capital International Sarl
California
$461K -$814K -5,544 -64%
UFG
1402
United Fire Group
Iowa
$461K – – –
Verition Fund Management
1403
Verition Fund Management
Connecticut
$460K -$1.23M -8,326 -73%
MC
1404
Mathes Company
New York
$459K – – –
JCM
1405
Janney Capital Management
Pennsylvania
$458K -$73.7K -501 -14%
LCM
1406
LVM Capital Management
Michigan
$456K -$5.15K -35 -1%
BTNA
1407
Bremer Trust National Association
Minnesota
$455K -$164K -1,118 -27%
GLA
1408
Good Life Advisors
Pennsylvania
$454K +$2.65K +18 +0.6%
KWMG
1409
King Wealth Management Group
Florida
$452K +$147 +1 +0%
PFS
1410
Prospera Financial Services
Texas
$449K -$142K -969 -24%
SMC
1411
Smith, Moore & Co
Missouri
$449K -$20.6K -140 -4%
DSN
1412
D. Scott Neal
Kentucky
$449K -$7.65K -52 -2%
Koshinski Asset Management
1413
Koshinski Asset Management
Illinois
$449K +$136K +924 +43%
CCM
1414
Condor Capital Management
New Jersey
$448K -$218K -1,479 -33%
VFA
1415
Virtus Fund Advisers
Connecticut
$447K – – –
RCG
1416
Ruggie Capital Group
Florida
$446K -$67.2K -457 -13%
BA
1417
Bristol Advisors
Pennsylvania
$446K – – –
CHAM
1418
Clear Harbor Asset Management
Connecticut
$445K +$294 +2 +0.1%
B
1419
Bridgeworth
Alabama
$444K -$142K -973 -24%
AIM
1420
Aspen Investment Management
Michigan
$444K – – –
IAMOG
1421
Investors Asset Management of Georgia
Georgia
$444K +$7.64K +52 +2%
SOAMC
1422
Spirit of America Management Corp
New York
$440K – – –
FIM
1423
Fruth Investment Management
Texas
$440K – – –
MWM
1424
Mascoma Wealth Management
New Hampshire
$439K +$215K +1,465 +96%
VFP
1425
Verus Financial Partners
Virginia
$434K +$147 +1 +0%
55 56
57
58 59