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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
1
Vanguard Group
Pennsylvania
$9.57B
2
Flossbach Von Storch
2
Flossbach Von Storch
Germany
$409M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$500M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.89B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$432M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$8.32B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.1B
3
Capital International Investors
3
Capital International Investors
California
$45M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$74.6M
5
State Street
5
State Street
Massachusetts
$7.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
1801
Quantitative Investment Management
Virginia
– -$15.2M -91,107 Closed
AIA
1802
Affinity Investment Advisors
California
– -$15.1M -90,738 Closed
TAM
1803
Telemark Asset Management
Massachusetts
– -$13.9M -83,680 Closed
DBG
1804
De Burlo Group
Massachusetts
– -$13.2M -79,391 Closed
JCP
1805
Jabre Capital Partners
Switzerland
– -$12.3M -73,827 Closed
AAMU
1806
Amundi Asset Management US
Massachusetts
– -$11M -66,144 Closed
CAI
1807
Capital Advisors Inc
Oklahoma
– -$10.7M -64,194 Closed
CIM
1808
Chiron Investment Management
New York
– -$10.1M -60,765 Closed
CSC
1809
Cove Street Capital
California
– -$9.49M -57,007 Closed
CG
1810
Clinton Group
New York
– -$9.32M -55,956 Closed
CI Investments Inc
1811
CI Investments Inc
Ontario, Canada
– -$8.9M -53,451 Closed
PA
1812
Pastel & Associes
France
– -$7.02M -42,154 Closed
SGI
1813
Summit Global Investments
Utah
– -$6.14M -36,856 Closed
MWNA
1814
Marshall Wace North America
New York
– -$5.66M -34,041 Closed
CGI
1815
CI Global Investments
California
– -$5.26M -31,608 Closed
UAM
1816
UAS Asset Management
New York
– -$5.17M -31,071 Closed
Ninety One (UK)
1817
Ninety One (UK)
United Kingdom
– -$4.66M -27,971 Closed
OWIM
1818
Old West Investment Management
California
– -$4.31M -25,870 Closed
IWA
1819
IBEX Wealth Advisors
New Jersey
– -$3.1M -18,764 Closed
HRC
1820
Hoertkorn Richard Charles
– -$3.03M -18,227 Closed
HIM
1821
Hanlon Investment Management
New Jersey
– -$2.71M -16,259 Closed
AIM
1822
Alambic Investment Management
California
– -$2.53M -15,167 Closed
LMIM
1823
Lockheed Martin Investment Management
Maryland
– -$2.45M -14,722 Closed
AGM
1824
Alpine Global Management
New York
– -$2.31M -13,899 Closed
VanEck Associates
1825
VanEck Associates
New York
– -$2.23M -13,395 Closed
71 72
73
74 75