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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
$9.57B
2
Flossbach Von Storch
Flossbach Von Storch
Germany
$409M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$500M
4
Morgan Stanley
Morgan Stanley
New York
$1.89B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$432M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$8.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.1B
3
Capital International Investors
Capital International Investors
California
$45M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$74.6M
5
State Street
State Street
Massachusetts
$7.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWMP
1601
Taylor Wealth Management Partners
Massachusetts
$269K – – –
CGL
1602
Clarius Group LLC
Washington
$268K -$15.7K -107 -6%
CIS
1603
Connors Investor Services
Pennsylvania
$268K -$3.24K -22 -1%
MAM
1604
Morse Asset Management
Connecticut
$263K -$15.3K -104 -6%
KJHP
1605
K.J. Harrison & Partners
Ontario, Canada
$262K -$39.3K -267 -13%
PSC
1606
Prentiss Smith & Co
Vermont
$262K +$16K +109 +7%
GAM
1607
Gould Asset Management
California
$262K +$262K +1,778 New
BONST
1608
Bank of Nova Scotia Trust
Ontario, Canada
$261K -$84.6K -575 -24%
CAW
1609
Cornerstone Advisors (Washington)
Washington
$261K -$16.5K -112 -6%
HHGA
1610
Halbert Hargrove Global Advisors
California
$261K -$15.6K -106 -6%
FFW
1611
Fusion Family Wealth
New York
$261K -$1.76K -12 -0.7%
DJSG
1612
D.J. St. Germain
Massachusetts
$260K -$15.3K -104 -6%
RIM
1613
Regent Investment Management
Kentucky
$260K – – –
GI
1614
Glovista Investments
New Jersey
$259K -$15.3K -104 -6%
LC
1615
Lincoln Capital
Nebraska
$259K +$259K +1,763 New
OA
1616
Opes Advisors
California
$257K – – –
JG
1617
Jefferies Group
New York
$255K -$14.8M -100,420 -98%
Edgewood Management
1618
Edgewood Management
Connecticut
$254K – – –
TG
1619
TLP Group
Illinois
$252K +$252K +1,716 New
VCP
1620
Vista Capital Partners
Oregon
$251K -$18.5K -126 -7%
NP
1621
NS Partners
United Kingdom
$250K +$46.2K +314 +23%
AIS
1622
Accurate Investment Solutions
Pennsylvania
$249K +$442 +3 +0.2%
I
1623
IberiaBank
Louisiana
$249K +$22.8K +155 +10%
RSVP
1624
Ramsay Stattman Vela & Price
Colorado
$248K -$76.8K -523 -24%
NCM
1625
Noesis Capital Mangement
Florida
$246K -$77.5K -527 -24%
63 64
65
66 67