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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 %
SICM
1826
Sustainable Insight Capital Management
New York
– -$2.21M -13,284 Closed
GCP
1827
GSA Capital Partners
United Kingdom
– -$2.06M -12,360 Closed
ANB
1828
Amarillo National Bank
Texas
– -$1.85M -11,121 Closed
MM
1829
Midas Management
New York
– -$1.57M -9,414 Closed
DCM
1830
Dynamic Capital Management
Jersey
– -$1.35M -8,099 Closed
SFM
1831
Soros Fund Management
New York
– -$1.08M -6,485 Closed
PCIG
1832
Partners Capital Investment Group
Massachusetts
– -$928K -5,576 Closed
BC
1833
Brinker Capital
Pennsylvania
– -$914K -5,487 Closed
AIMCA
1834
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$888K -5,335 Closed
WHG
1835
Westwood Holdings Group
Texas
– -$867K -5,207 Closed
RS
1836
Robeco Schweiz
Switzerland
– -$810K -4,874 Closed
DTL
1837
Dynamic Technology Lab
Singapore
– -$805K -4,836 Closed
HS
1838
HighVista Strategies
Massachusetts
– -$784K -4,707 Closed
LKIM
1839
Lawson Kroeker Investment Management
Nebraska
– -$742K -4,458 Closed
AWM
1840
AllSquare Wealth Management
New York
– -$721K -4,333 Closed
WPW
1841
Waldron Private Wealth
Pennsylvania
– -$715K -4,331 Closed
VF
1842
Virtu Financial
New York
– -$703K -4,222 Closed
MCG
1843
Meru Capital Group
New York
– -$697K -4,184 Closed
AAMU
1844
AEGON Asset Management (UK)
United Kingdom
– -$686K -4,120 Closed
OMC
1845
Overbrook Management Corp
New York
– -$642K -3,858 Closed
QAM
1846
Quantres Asset Management
Cayman Islands
– -$592K -3,556 Closed
AHC
1847
Adell Harriman & Carpenter
Texas
– -$586K -3,521 Closed
TW
1848
Transform Wealth
Colorado
– -$544K -3,270 Closed
IFS
1849
Ifrah Financial Services
Arkansas
– -$534K -3,209 Closed
FO
1850
FT Options
Illinois
– -$528K -3,173 Closed
72 73
74
75 76