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IBM
IBM

Overview Fund Activity

1,860 hedge funds and large institutions have $96.5B invested in IBM in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 701 increasing their positions, 783 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,860
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
46.37%
Holding in Top 10
114
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.56%
% of All Funds
2.84%
New
118
Increased
701
Reduced
783
Closed
55
Calls
$2.06B
Puts
$1.9B
Net Calls
+$169M
Net Calls Change
+$582M

Top Buyers

1
BlackRock
BlackRock
New York
+$8.62B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$370M
3
Renaissance Technologies
Renaissance Technologies
New York
+$352M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$248M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$178M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.9B
2
Capital World Investors
Capital World Investors
California
-$279M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$259M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$173M
5
ClearBridge Investments
ClearBridge Investments
New York
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
1701
IberiaBank
Louisiana
$256K -$130K -781 -34%
RWM
1702
Rench Wealth Management
Texas
$256K +$2.16K +13 +0.9%
DCM
1703
Driehaus Capital Management
Illinois
$254K +$254K +1,528 New
MWM
1704
Mascoma Wealth Management
New Hampshire
$253K – – –
PFA
1705
Paradigm Financial Advisors
Missouri
$252K -$19.5K -118 -7%
VI
1706
Versor Investments
New York
$252K +$252K +1,511 New
DSI
1707
Daiwa SB Investments
Japan
$251K -$19.2K -115 -7%
CCM
1708
Consolidated Capital Management
California
$251K +$251K +1,510 New
ACP
1709
Aveo Capital Partners
Colorado
$249K -$471K -2,832 -65%
SFP
1710
Shepherd Financial Partners
Massachusetts
$248K -$62.7K -378 -20%
FCIM
1711
Fairview Capital Investment Management
California
$247K – – –
FC
1712
FCA Corp
Texas
$247K – – –
HA
1713
Hays Advisory
Tennessee
$247K +$2.5K +15 +1%
HCA
1714
Horan Capital Advisors
Ohio
$246K -$12.2K -73 -5%
SFS
1715
Summit Financial Strategies
Ohio
$246K – – –
ANBT
1716
American National Bank & Trust
Texas
$246K +$58K +348 +31%
CFP
1717
Cornerstone Financial Partners
North Carolina
$245K -$61.9K -372 -20%
TIM
1718
Total Investment Management
Arizona
$244K +$167 +1 +0.1%
HJA
1719
Hugh Johnson Advisors
New York
$242K +$166 +1 +0.1%
DK
1720
Darrell & King
Virginia
$242K +$15.6K +94 +7%
MIH
1721
Madison Investment Holdings
Wisconsin
$241K -$4.99K -30 -2%
CCA
1722
Conservest Capital Advisors
Pennsylvania
$240K +$240K +1,438 New
BL
1723
Balentine LLC
Georgia
$238K +$333 +2 +0.1%
CP
1724
Corbenic Partners
Pennsylvania
$237K -$1.91M -11,488 -89%
AMCA
1725
Arthur M. Cohen & Associates
Illinois
$237K +$1.33K +8 +0.6%
67 68
69
70 71