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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 %
MLFP
1701
MPS Loria Financial Planners
Illinois
$156K +$156K +1,146 New
CAM
1702
Close Asset Management
United Kingdom
$154K -$123K -837 -44%
OAJ
1703
Ogorek Anthony Joseph
New York
$153K – – –
FC
1704
Ferris Capital
Massachusetts
$152K +$152K +1,036 New
CFG
1705
CKW Financial Group
Hawaii
$146K +$445 +3 +0.3%
BCM
1706
Blume Capital Management
California
$145K – – –
HS
1707
Horan Securities
United States
$144K +$129K +875 +841%
CP
1708
Corbenic Partners
Pennsylvania
$141K -$68.7K -467 -33%
HCM
1709
Highlander Capital Management
New Jersey
$140K -$62.3K -419 -31%
PCA
1710
Peddock Capital Advisors
Massachusetts
$140K +$9.54K +65 +7%
CFA
1711
Camarda Financial Advisors
Florida
$139K – – –
GBT
1712
Grove Bank & Trust
Florida
$126K +$47.1K +321 +60%
GCM
1713
Grisanti Capital Management
New York
$125K -$32K -219 -20%
Capstone Investment Advisors
1714
Capstone Investment Advisors
New York
$121K -$3.17M -21,745 -96%
EMG
1715
ETF Managers Group
New Jersey
$121K +$121K +824 New
TJHA
1716
Thomas J. Herzfeld Advisors
Florida
$119K +$10.1K +69 +9%
CAM
1717
ClariVest Asset Management
California
$117K -$24.9M -169,072 -100%
EWM
1718
Edge Wealth Management
New York
$117K +$6.18K +42 +6%
WA
1719
Winfield Associates
Ohio
$116K – – –
CFN
1720
Cordasco Financial Network
Florida
$115K -$153K -1,046 -57%
BCMIO
1721
Beacon Capital Management Inc (Ohio)
Ohio
$112K – – –
PCP
1722
Proficio Capital Partners
Massachusetts
$110K -$28.8K -208 -21%
CCMW
1723
Cypress Capital Management (Wyoming)
Wyoming
$108K – – –
IDBONY
1724
Israel Discount Bank of New York
New York
$108K – – –
HCM
1725
Herndon Capital Management
Georgia
$107K +$30K +204 +39%
67 68
69
70 71