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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 %
SSW
1551
Smith Shellnut Wilson
Mississippi
$311K – – –
GWS
1552
Glassman Wealth Services
Virginia
$311K +$147 +1 +0%
1IA
1553
1834 Investment Advisors
Wisconsin
$310K +$128K +872 +71%
FIG
1554
FundX Investment Group
California
$308K -$6.18K -42 -2%
Westfield Capital Management
1555
Westfield Capital Management
Massachusetts
$308K – – –
FWM
1556
FFT Wealth Management
Pennsylvania
$308K +$77K +523 +33%
PCMM
1557
Private Capital Management (Minnesota)
Minnesota
$308K +$308K +2,092 New
HWA
1558
HCR Wealth Advisors
California
$307K -$1.54K -11 -0.5%
RGC
1559
Roberts, Glore & Co
Illinois
$305K – – –
SIA
1560
Starfire Investment Advisers
Michigan
$304K -$20.4K -139 -6%
AF
1561
Affiance Financial
Minnesota
$304K -$8.09K -55 -3%
FIMG
1562
Financial & Investment Management Group
Michigan
$303K +$2.35K +16 +0.8%
AWP
1563
Ascent Wealth Partners
New York
$301K +$7.79K +53 +3%
IA
1564
Independence Advisors
Pennsylvania
$299K +$883 +6 +0.3%
GLI
1565
Guardian Life Insurance
New York
$298K -$213K -1,446 -42%
PFBT
1566
Parkside Financial Bank & Trust
Missouri
$298K +$6.63K +45 +2%
GAM
1567
Gemmer Asset Management
California
$297K +$294 +2 +0.1%
ACA
1568
Ackerman Capital Advisors
Texas
$296K +$296K +2,013 New
NDSI
1569
Newman Dignan & Sheerar Inc
Rhode Island
$295K – – –
AW
1570
Alpha Windward
Massachusetts
$294K +$22.2K +151 +8%
BL
1571
BFSG LLC
California
$292K -$186K -1,261 -39%
RVPG
1572
Relative Value Partners Group
$292K – – –
TCM
1573
Traynor Capital Management
Pennsylvania
$292K +$4.58K +33 +2%
HTHT
1574
Hemenway Trust Hemenway Trust
New Hampshire
$292K +$46.2K +314 +19%
BCM
1575
Breithorn Capital Management
New York
$291K -$12.4K -84 -4%
61 62
63
64 65