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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 %
VFPI
1701
Vantage Financial Partners (Illinois)
Illinois
$288K +$288K +1,946 New
RGC
1702
Roberts, Glore & Co
Illinois
$287K -$14.5K -99 -5%
GEA
1703
Glen Eagle Advisors
New Jersey
$287K +$19.5K +133 +7%
SCA
1704
STALEY CAPITAL ADVISERS
Pennsylvania
$286K – – –
RRC
1705
Relaxing Retirement Coach
Massachusetts
$286K +$286K +1,947 New
PVH
1706
Psagot Value Holdings
Israel
$284K – – –
BCM
1707
Bluefin Capital Management
New York
$284K +$59.7K +407 +27%
ACM
1708
Armbruster Capital Management
New York
$281K +$52.9K +360 +23%
CW
1709
Cobiz Wealth
Colorado
$280K – – –
LJHT
1710
Laurie J. Hall Trustee
$280K – – –
VWA
1711
V Wealth Advisors
Kansas
$280K +$49.6K +315 +22%
ATFA
1712
All Terrain Financial Advisors
Minnesota
$280K +$280K +1,910 New
CTB
1713
Country Trust Bank
Illinois
$277K -$5.43K -37 -2%
VSWA
1714
Vontobel Swiss Wealth Advisors
Switzerland
$277K +$277K +1,888 New
SC
1715
Sovarnum Capital
New York
$277K +$277K +1,888 New
SCM
1716
Stordahl Capital Management
Colorado
$277K +$277K +1,889 New
TFS
1717
TrustCore Financial Services
Tennessee
$277K +$277K +1,889 New
SG
1718
Swarthmore Group
Pennsylvania
$276K -$19.2K -131 -7%
PCI
1719
Pacifica Capital Investments
Texas
$276K – – –
BRF
1720
B. Riley Financial
California
$276K +$5.87K +40 +2%
TBA
1721
Train Babcock Advisors
New York
$275K -$270K -1,839 -50%
FRM
1722
Foundation Resource Management
Arkansas
$275K – – –
RWA
1723
River Wealth Advisors
Pennsylvania
$275K +$275K +1,873 New
JWBC
1724
J.W. Burns & Co
New York
$274K -$488K -3,328 -64%
BCM
1725
Baltimore Capital Management
Maryland
$273K -$15.3K -104 -5%
67 68
69
70 71