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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 %
AWMG
1676
Alliance Wealth Management Group
New Jersey
$207K – – –
KPCM
1677
Kings Point Capital Management
New York
$207K +$22.8K +155 +12%
ECM
1678
ETrade Capital Management
Virginia
$207K +$207K +1,410 New
LCM
1679
Landscape Capital Management
New Jersey
$206K -$554K -3,756 -73%
KI
1680
Koch Industries
Kansas
$206K -$125K -850 -38%
AWM
1681
Affinity Wealth Management
Delaware
$205K -$33.3K -227 -14%
RFM
1682
Royal Fund Management
Florida
$205K +$3.67K +25 +2%
DIA
1683
Dana Investment Advisors
Wisconsin
$204K – – –
RAM
1684
Riggs Asset Management
Pennsylvania
$204K – – –
CWM
1685
Confluence Wealth Management
Oregon
$204K +$7.78K +53 +4%
BPB
1686
Badgley, Phelps & Bell
Washington
$203K +$203K +1,382 New
VI
1687
Versor Investments
New York
$200K -$22K -150 -10%
SWA
1688
SFMG Wealth Advisors
Texas
$200K +$10.6K +72 +6%
DSI
1689
Daiwa SB Investments
Japan
$198K -$23K -157 -10%
MCIA
1690
Mountain Capital Investment Advisors
Colorado
$194K +$194K +1,320 New
TFO
1691
Tarbox Family Office
California
$193K -$1.18K -8 -0.6%
APSP
1692
Asset Planning Services (Pennsylvania)
Pennsylvania
$192K +$8.83K +60 +5%
BL
1693
Balentine LLC
Georgia
$186K -$23.5K -160 -11%
OFW
1694
Omnia Family Wealth
Florida
$175K -$120K -816 -41%
CPA
1695
Clear Perspective Advisors
Illinois
$171K -$1.92K -13 -1%
RPG
1696
Risk Paradigm Group
Texas
$165K +$165K +1,124 New
IP
1697
Isthmus Partners
Wisconsin
$165K -$883 -6 -0.5%
VIMU
1698
Veritas Investment Management (UK)
United Kingdom
$161K – – –
CAL
1699
Capital Advisors Ltd
Ohio
$161K – – –
AIM
1700
Assured Investment Management
New York
$160K -$1.2M -8,179 -88%
66 67
68
69 70