1,756 hedge funds and large institutions have $78.1B invested in IBM in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 597 increasing their positions, 851 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
-37
Holders Change %
-2.06%
% of All Funds
43.85%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
1.52%
New
74
Increased
597
Reduced
851
Closed
96
Calls
$1.35B
Puts
$1.69B
Net Calls
-$337M
Net Calls Change
+$98.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
1701
Litman Gregory Wealth Management
California
$80K +$80K +575 New
FMP
1702
Financial Management Professionals
Texas
$79K +$550 +4 +0.7%
AOWM
1703
Alpha Omega Wealth Management
Virginia
$78K
SQA
1704
Simon Quick Advisors
New Jersey
$76K +$30.5K +220 +67%
RBC
1705
Roble Belko & Company
Pennsylvania
$71K
BWL
1706
Bogart Wealth LLC
Virginia
$70K +$70K +494 New
JAM
1707
Jolley Asset Management
North Carolina
$64K -$3.04M -21,750 -98%
WCM
1708
Wealthcare Capital Management
Virginia
$62K +$557 +4 +0.9%
SHJ
1709
Sharkey, Howes & Javer
Colorado
$61K
ST
1710
Sageworth Trust
Pennsylvania
$58K
AFNAS
1711
American Financial Network Advisory Services
California
$56K +$56K +403 New
ABA
1712
American Beacon Advisors
Texas
$54K
NIC
1713
Northwest Investment Counselors
Oregon
$53K -$35.4K -255 -40%
TDC
1714
Thompson Davis & Co
Virginia
$52K +$12K +123 +30%
SIAS
1715
Shine Investment Advisory Services
Colorado
$52K +$17.8K +129 +52%
HIIFS
1716
Harel Insurance Investments & Financial Services
Israel
$50K
SIAP
1717
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$50K
WPA
1718
West Paces Advisors
Georgia
$48.9K -$13.3K -96 -21%
Loomis, Sayles & Company
1719
Loomis, Sayles & Company
Massachusetts
$47K
AFIA
1720
America First Investment Advisors
Nebraska
$44K
OFS
1721
Orrstown Financial Services
Pennsylvania
$40K
LF
1722
Lee Financial
Texas
$39K -$29.3K -210 -43%
MSFP
1723
Mark Sheptoff Financial Planning
Connecticut
$38K
NCM
1724
New Capital Management
Texas
$37K +$139 +1 +0.4%
MIC
1725
MU Investments Company
Japan
$35K -$7.25K -52 -17%