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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 %
EWM
1501
Empirical Wealth Management
Washington
$353K +$17.7K +120 +5%
WIC
1502
Woodmont Investment Counsel
Tennessee
$352K -$1.91K -13 -0.5%
WP
1503
WealthPLAN Partners
Nebraska
$352K +$331K +2,245 +1,548%
JFA
1504
JNBA Financial Advisors
Minnesota
$351K – – –
Fiera Capital (Canada)
1505
Fiera Capital (Canada)
Quebec, Canada
$350K -$177K -1,203 -34%
TAM
1506
Taurus Asset Management
New York
$350K -$76.9K -523 -18%
BCAM
1507
Boston Common Asset Management
Massachusetts
$348K -$30.7K -209 -8%
AAS
1508
Annex Advisory Services
Wisconsin
$348K +$4.56K +31 +1%
BFPW
1509
BOK Financial Private Wealth
Colorado
$345K +$1.18K +8 +0.3%
WBG
1510
Wharton Business Group
Pennsylvania
$342K -$73.6K -501 -18%
GRP
1511
Global Retirement Partners
California
$342K -$44.9K -305 -12%
MIM
1512
Miller Investment Management
Pennsylvania
$341K – – –
FHB
1513
First Hawaiian Bank
Hawaii
$340K +$2.64K +18 +0.8%
OSNBOA
1514
Old Second National Bank of Aurora
Illinois
$340K +$67K +455 +25%
SCM
1515
Stellar Capital Management
Arizona
$339K +$147 +1 +0%
BKA
1516
Brick & Kyle Associates
Pennsylvania
$338K -$97.6K -663 -22%
PP
1517
Pegasus Partners
Wisconsin
$338K -$27.7K -188 -8%
SC
1518
Saturna Capital
Washington
$338K – – –
BCM
1519
Brown Capital Management
Maryland
$338K – – –
AAM
1520
American Asset Management
Florida
$337K -$20.9K -142 -6%
MA
1521
MCF Advisors
Kentucky
$337K -$442 -3 -0.1%
AWM
1522
Altavista Wealth Management
North Carolina
$337K +$2.35K +16 +0.7%
FRM
1523
Foundation Resource Management
Arkansas
$335K – – –
CWM
1524
Circle Wealth Management
New Jersey
$335K +$25.9K +176 +8%
PWSG
1525
Pacific Wealth Strategies Group
California
$333K -$50K -340 -13%
59 60
61
62 63