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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 %
SFM
1676
Signet Financial Management
New Jersey
$307K -$154K -1,046 -33%
PP
1677
Pegasus Partners
Wisconsin
$307K – – –
Westfield Capital Management
1678
Westfield Capital Management
Massachusetts
$307K – – –
PO
1679
Private Ocean
California
$307K +$75.4K +513 +33%
WIC
1680
Woodmont Investment Counsel
Tennessee
$304K – – –
AWM
1681
Aevitas Wealth Management
Massachusetts
$303K +$303K +2,063 New
CAM
1682
Congress Asset Management
Massachusetts
$302K -$32.1K -219 -10%
EWM
1683
Empirical Wealth Management
Washington
$301K -$35.5K -242 -11%
SA
1684
Strategic Advisors
New York
$301K -$16.4K -112 -5%
AWP
1685
Ascent Wealth Partners
New York
$301K +$147 +1 +0%
IA
1686
Independence Advisors
Pennsylvania
$300K +$880 +6 +0.3%
TCM
1687
Traynor Capital Management
Pennsylvania
$299K -$9.53K -65 -3%
BCM
1688
Beck Capital Management
Texas
$299K +$49.7K +339 +20%
AWA
1689
Acorn Wealth Advisors
Michigan
$299K +$299K +1,908 New
DIM
1690
DC Investments Management
Virginia
$298K +$298K +2,030 New
GAM
1691
Gemmer Asset Management
California
$297K +$293 +2 +0.1%
AL
1692
AJO LP
Pennsylvania
$296K -$3.9M -26,607 -93%
BFPW
1693
BOK Financial Private Wealth
Colorado
$296K +$3.23K +22 +1%
AF
1694
Affiance Financial
Minnesota
$294K -$1.62K -11 -0.5%
OAM
1695
Occidental Asset Management
California
$293K -$51.2K -349 -15%
SAM
1696
Seelaus Asset Management
New Jersey
$293K +$293K +2,001 New
KF
1697
Krilogy Financial
Missouri
$291K -$34.9K -238 -11%
RVPG
1698
Relative Value Partners Group
$291K – – –
BI
1699
Bredin Investment
Delaware
$290K +$290K +1,970 New
MSA
1700
Marino Stram & Associates
Massachusetts
$290K +$290K +1,978 New
66 67
68
69 70