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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 %
NSCM
1651
New South Capital Management
Tennessee
$231K – – –
NI
1652
Numeric Investors
Massachusetts
$231K +$231K +1,569 New
WI
1653
WrapManager Inc
California
$230K – – –
CBT
1654
Central Bank & Trust
Kentucky
$229K -$53.7K -365 -19%
RWM
1655
Rench Wealth Management
Texas
$229K +$2.06K +14 +0.9%
ACM
1656
Armbruster Capital Management
New York
$228K -$11.6K -79 -5%
GIP
1657
Greatmark Investment Partners
Georgia
$228K – – –
WFG
1658
Windsor Financial Group
Minnesota
$228K – – –
HCM
1659
Hollencrest Capital Management
California
$226K -$31.1K -212 -12%
ACP
1660
Aveo Capital Partners
Colorado
$224K +$3.39K +23 +2%
CCM
1661
Consolidated Capital Management
California
$222K – – –
RIA
1662
Regal Investment Advisors
Michigan
$222K +$15.4K +105 +7%
VCM
1663
Versant Capital Management
Arizona
$220K -$27.6K -188 -11%
BWFM
1664
Bridgewater Wealth & Financial Management
Maryland
$219K -$7.93K -54 -3%
FCIM
1665
Fairview Capital Investment Management
California
$218K – – –
EDRIA
1666
Edmonds Duncan Registered Investment Advisors
Kansas
$218K – – –
FC
1667
FCA Corp
Texas
$218K – – –
SFP
1668
Shepherd Financial Partners
Massachusetts
$217K -$2.05K -14 -0.9%
HJA
1669
Hugh Johnson Advisors
New York
$216K +$1.91K +13 +0.9%
CFD
1670
Creative Financial Designs
Indiana
$213K -$33.5K -228 -14%
CC
1671
Capital Counsel
New York
$213K -$30.7K -209 -13%
CFP
1672
Cornerstone Financial Partners
North Carolina
$212K -$4.71K -32 -2%
TIM
1673
Total Investment Management
Arizona
$209K -$5.57K -38 -3%
QAM
1674
QCI Asset Management
New York
$208K +$12.8K +87 +7%
CCA
1675
Conservest Capital Advisors
Pennsylvania
$207K -$4.11K -28 -2%
65 66
67
68 69