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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 %
AEPG
1426
American Economic Planning Group
New Jersey
$434K +$588 +4 +0.1%
KS
1427
Karpas Strategies
Connecticut
$433K -$7.8K -53 -2%
LIA
1428
LBMC Investment Advisors
Tennessee
$432K -$104K -707 -19%
CC
1429
Cedar Capital
Illinois
$432K +$69.1K +470 +19%
AFM
1430
Abbot Financial Management
Massachusetts
$430K +$430K +2,927 New
PFO
1431
Pathstone Family Office
New Jersey
$429K -$2.65K -18 -0.6%
FUBT
1432
First United Bank & Trust
Maryland
$429K +$2.35K +16 +0.6%
FNBSF
1433
First National Bank Sioux Falls
South Dakota
$428K – – –
TSWM
1434
Triangle Securities Wealth Management
North Carolina
$427K -$42.7K -290 -9%
MCP
1435
Mirador Capital Partners
California
$427K – – –
AFG
1436
Albion Financial Group
Utah
$426K -$16.5K -112 -4%
HL
1437
HeadInvest LLC
Maine
$425K -$28.1K -191 -6%
BFA
1438
Beaumont Financial Advisors
Massachusetts
$423K -$154K -1,046 -27%
FIB
1439
First Interstate Bank
Montana
$423K -$52.4K -356 -11%
OCG
1440
Opus Capital Group
Ohio
$422K -$49.3K -335 -10%
GI
1441
Gradient Investments
Minnesota
$419K -$22.3K -152 -5%
IAS
1442
IMA Advisory Services
Colorado
$419K -$10.9K -74 -3%
MWM
1443
MinichMacGregor Wealth Management
New York
$418K +$294 +2 +0.1%
RW
1444
REDW Wealth
New Mexico
$417K – – –
IFAM
1445
Institutional & Family Asset Management
Colorado
$417K +$7.36K +50 +2%
MCMT
1446
Moon Capital Management (Tennessee)
Tennessee
$415K – – –
TI
1447
Trexquant Investment
Connecticut
$415K -$538K -3,661 -56%
WAM
1448
Winslow Asset Management
Ohio
$415K -$15.5K -105 -4%
HI
1449
Hendershot Investments
Virginia
$415K -$15.4K -105 -4%
Eagle Capital Management (New York)
1450
Eagle Capital Management (New York)
New York
$415K – – –
56 57
58
59 60