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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 %
AA
151
ALPS Advisors
Colorado
$46.8M +$5.08M +34,574 +12%
HP
152
Hikari Power
Japan
$46.2M -$27.3M -185,351 -37%
SAC
153
Smith Affiliated Capital
New York
$46.1M -$52.2M – –
Connor, Clark & Lunn Investment Management (CC&L)
154
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$46.1M +$46.1M +313,512 New
Capital International Investors
155
Capital International Investors
California
$45M -$184M -1,252,005 -80%
JFL
156
Jarislowsky, Fraser Ltd
Quebec, Canada
$44.6M -$14.4M -98,256 -24%
SOMRS
157
State of Michigan Retirement System
Michigan
$44.5M -$139K -942 -0.3%
NC
158
Nicholas Company
Wisconsin
$44.1M -$2.13M -14,492 -5%
H
159
Hexavest
Quebec, Canada
$43.8M -$1.48M -10,072 -3%
GIBU
160
Gulf International Bank (UK)
United Kingdom
$43.4M +$50.1K +341 +0.1%
Bessemer Group
161
Bessemer Group
New Jersey
$43.1M -$20M -136,085 -32%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$42.9M -$5.15M -35,046 -11%
GH
163
GAM Holding
Switzerland
$42.4M +$12.1M +82,405 +40%
CFC
164
Cincinnati Financial Corp
Ohio
$42.1M +$7.31M +49,685 +21%
Fayez Sarofim & Co
165
Fayez Sarofim & Co
Texas
$41.4M -$2.84M -19,313 -6%
DADC
166
D.A. Davidson & Co
Montana
$41.1M +$4.38M +29,803 +12%
Parallax Volatility Advisers
167
Parallax Volatility Advisers
California
$40.8M +$22.7M +154,481 +125%
MHI
168
Miller Howard Investments
New York
$40.4M -$2.32M -15,787 -5%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$38.7M +$562K +3,819 +1%
GG
170
Gofen & Glossberg
Illinois
$37.3M -$1.64M -11,172 -4%
TPSF
171
Texas Permanent School Fund
Texas
$37M -$1.63M -11,060 -4%
OPERF
172
Oregon Public Employees Retirement Fund
Oregon
$36.9M +$3.4M +23,116 +10%
AAM
173
Advisors Asset Management
Colorado
$36.7M -$2.01M -13,657 -5%
DRZID
174
DePrince Race & Zollo Inc (DRZ)
Florida
$36.6M +$2.32M +15,808 +7%
KBC Group
175
KBC Group
Belgium
$36.5M -$9.52M -64,706 -21%
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