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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
1
Wellington Management Group
Massachusetts
$1.11B
2
BlackRock
2
BlackRock
New York
$8.86B
3
Deutsche Bank
3
Deutsche Bank
Germany
$881M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$478M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$272M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$314M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$341M
3
APG Asset Management
3
APG Asset Management
Netherlands
$68.7M
4
Credit Agricole
4
Credit Agricole
France
$8.98M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
1801
RGT Wealth Advisors
Texas
$227K +$8.36K +57 +4%
VCM
1802
Versant Capital Management
Arizona
$227K +$25.6K +175 +13%
GGI
1803
Godsey & Gibb Inc
Virginia
$226K – – –
CG
1804
Corundum Group
Colorado
$226K +$147 +1 +0.1%
PFA
1805
Pathway Financial Advisors
Vermont
$226K +$226K +1,538 New
SCP
1806
Syntal Capital Partners
Texas
$225K +$225K +1,536 New
ACA
1807
Anchor Capital Advisors
Massachusetts
$224K -$12.6K -86 -5%
AWM
1808
Altium Wealth Management
New York
$224K +$224K +1,530 New
BPM
1809
Bowling Portfolio Management
Ohio
$223K -$12.8K -87 -5%
NCM
1810
Northside Capital Management
Oregon
$223K +$223K +1,521 New
DWA
1811
Divergent Wealth Advisors
Utah
$223K +$223K +1,521 New
EIG
1812
Ellenbecker Investment Group
Wisconsin
$223K +$223K +1,521 New
WPW
1813
Waldron Private Wealth
Pennsylvania
$223K +$223K +1,525 New
PAA
1814
Peregrine Asset Advisers
Oregon
$222K -$9.07K -62 -4%
MAM
1815
Morse Asset Management
Connecticut
$222K – – –
LD
1816
Lipe & Dalton
New York
$221K -$2.44M -16,620 -92%
EDRIA
1817
Edmonds Duncan Registered Investment Advisors
Kansas
$221K – – –
MOS
1818
MGO One Seven
Ohio
$221K +$221K +1,508 New
NEPPG
1819
New England Professional Planning Group
Rhode Island
$220K +$220K +1,430 New
AWA
1820
Alaska Wealth Advisors
Alaska
$220K +$220K +1,505 New
FCIM
1821
Fairview Capital Investment Management
California
$218K – – –
SFP
1822
Shepherd Financial Partners
Massachusetts
$217K – – –
RW
1823
REDW Wealth
New Mexico
$217K – – –
FC
1824
FCA Corp
Texas
$217K – – –
SHA
1825
Seneca House Advisors
Virginia
$216K +$216K +1,472 New
71 72
73
74 75