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IBM
IBM

Overview Fund Activity

1,973 hedge funds and large institutions have $81B invested in IBM in 2017 Q4 according to their latest regulatory filings, with 298 funds opening new positions, 710 increasing their positions, 759 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,973
Holders Change
+217
Holders Change %
+12.36%
% of All Funds
44.81%
Holding in Top 10
76
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.59%
% of All Funds
1.73%
New
298
Increased
710
Reduced
759
Closed
65
Calls
$1.76B
Puts
$2.25B
Net Calls
-$490M
Net Calls Change
-$154M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.11B
2
BlackRock
BlackRock
New York
$8.86B
3
Deutsche Bank
Deutsche Bank
Germany
$881M
4
Renaissance Technologies
Renaissance Technologies
New York
$478M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$272M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$314M
2
Capital Research Global Investors
Capital Research Global Investors
California
$341M
3
APG Asset Management
APG Asset Management
Netherlands
$68.7M
4
Credit Agricole
Credit Agricole
France
$8.98M
5
Morgan Stanley
Morgan Stanley
New York
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
1651
GW Henssler & Associates
Georgia
$327K -$17.6K -120 -5%
UWPG
1652
Ullmann Wealth Partners Group
Florida
$326K +$326K +2,089 New
WC
1653
Weil Company
California
$326K +$326K +2,221 New
CCM
1654
Chickasaw Capital Management
Tennessee
$325K – – –
WAM
1655
Winslow Asset Management
Ohio
$324K -$23K -157 -7%
GC
1656
Gilbert & Cook
Iowa
$324K -$14.1K -96 -4%
BCM
1657
Brown Capital Management
Maryland
$321K – – –
AWM
1658
Avior Wealth Management
Nebraska
$321K +$3.42K +23 +1%
SMC
1659
Smith, Moore & Co
Missouri
$319K -$25.1K -171 -7%
AFA
1660
Arlington Financial Advisors
California
$319K +$319K +2,011 New
TCM
1661
Tradewinds Capital Management
Washington
$318K -$1.03K -7 -0.3%
BIM
1662
Baldwin Investment Management
Pennsylvania
$317K – – –
FIMG
1663
Financial & Investment Management Group
Michigan
$317K +$2.35K +16 +0.7%
JCM
1664
Janney Capital Management
Pennsylvania
$316K -$124K -849 -28%
AAS
1665
Annex Advisory Services
Wisconsin
$314K -$2.5K -17 -0.8%
SSW
1666
Smith Shellnut Wilson
Mississippi
$314K – – –
MSAM
1667
Moloney Securities Asset Management
Missouri
$313K -$1.7M -11,595 -84%
WA
1668
WBH Advisory
Maryland
$313K -$41.1K -281 -12%
DR
1669
Davis Rea
Ontario, Canada
$313K -$19.8K -135 -6%
JGIA
1670
Jackson Grant Investment Advisers
Connecticut
$313K +$880 +6 +0.3%
FIG
1671
FundX Investment Group
California
$313K +$6.16K +42 +2%
BCP
1672
Berkeley Capital Partners
Georgia
$313K +$313K +2,132 New
GWS
1673
Glassman Wealth Services
Virginia
$312K +$2.05K +14 +0.7%
QSS
1674
Quantitative Systematic Strategies
Florida
$312K +$312K +2,130 New
FMB
1675
Field & Main Bank
Kentucky
$311K +$311K +2,123 New
65 66
67
68 69