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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 %
BC
1626
Banced Corp
Illinois
$246K – – –
JRP
1627
Jasper Ridge Partners
California
$246K – – –
DA
1628
Dillon & Associates
Michigan
$246K – – –
RA
1629
Rational Advisors
New York
$246K +$246K +1,674 New
WIM
1630
Westside Investment Management
California
$245K -$59.1K -403 -19%
NPPM
1631
North Point Portfolio Managers
Ohio
$244K – – –
KB
1632
Kimelman & Baird
New York
$243K -$30.1K -205 -11%
NQWM
1633
Northwest Quadrant Wealth Management
Oregon
$242K -$101K -743 -29%
ERIM
1634
Eagle Ridge Investment Management
Connecticut
$242K +$97.9K +1,317 +68%
NEPWA
1635
New England Private Wealth Advisors
Massachusetts
$239K +$296 +2 +0.1%
ACA
1636
Anchor Capital Advisors
Massachusetts
$239K +$2.2K +15 +0.9%
SFS
1637
Summit Financial Strategies
Ohio
$238K +$21K +143 +10%
BPM
1638
Bowling Portfolio Management
Ohio
$237K -$442 -3 -0.2%
BAM
1639
Boyar Asset Management
New York
$237K – – –
MSS
1640
Mitchell Sinkler & Starr
Pennsylvania
$236K – – –
TCM
1641
Tuttle Capital Management
Connecticut
$236K +$55.5K +377 +31%
RWA
1642
River Wealth Advisors
Pennsylvania
$234K -$19.8K -135 -8%
FFC
1643
First Financial Corp
Indiana
$233K -$67.8K -461 -23%
HA
1644
Hays Advisory
Tennessee
$233K +$14.7K +100 +7%
PO
1645
Private Ocean
California
$232K -$48.7K -331 -17%
PAA
1646
Peregrine Asset Advisers
Oregon
$232K – – –
ANBT
1647
American National Bank & Trust
Texas
$232K +$15.1K +103 +7%
MS
1648
Marshall & Sullivan
Washington
$231K – – –
YMRC
1649
Yorktown Management & Research Company
Virginia
$231K – – –
SAM
1650
Security Asset Management
New York
$231K – – –
64 65
66
67 68