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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 %
PM
1851
Parametrica Management
Hong Kong
– -$477K -2,868 Closed
RCG
1852
Ruane, Cunniff & Goldfarb
New York
– -$475K -2,856 Closed
CA
1853
Callahan Advisors
Texas
– -$469K -2,819 Closed
SIC
1854
SFE Investment Counsel
California
– -$462K -2,773 Closed
FTUS
1855
Flow Traders U.S.
New York
– -$445K -2,676 Closed
CB
1856
Cooke & Bieler
Pennsylvania
– -$435K -2,615 Closed
LA
1857
Lucus Advisors
New York
– -$411K -2,466 Closed
PCM
1858
Penserra Capital Management
California
– -$397K -2,385 Closed
WPP
1859
Whalerock Point Partners
Rhode Island
– -$355K -2,132 Closed
SFM
1860
Systematic Financial Management
New Jersey
– -$322K -1,935 Closed
BJ
1861
Brouwer & Janachowski
California
– -$314K -1,889 Closed
VIM
1862
Veritas Investment Management
United Kingdom
– -$314K -1,883 Closed
FGP
1863
Foyston, Gordon, & Payne
Ontario, Canada
– -$310K -1,862 Closed
JDR
1864
Jay D. Rosenbaum
– -$284K -1,705 Closed
GMA
1865
Goldstein Munger & Associates
California
– -$279K -1,674 Closed
BMCM
1866
Bryn Mawr Capital Management
Pennsylvania
– -$273K -1,642 Closed
KL
1867
Kinsight LLC
Alabama
– -$273K -1,641 Closed
MC
1868
MIG Capital
California
– -$267K -1,606 Closed
MCM
1869
McKinley Capital Management
Alaska
– -$266K -1,600 Closed
RMAM
1870
Raab & Moskowitz Asset Management
New Jersey
– -$266K -1,599 Closed
BS
1871
Banco Santander
Spain
– -$226K -1,552 Closed
PFA
1872
Paradigm Financial Advisors
Missouri
– -$252K -1,528 Closed
HCA
1873
Horan Capital Advisors
Ohio
– -$246K -1,475 Closed
MBA
1874
McQueen Ball & Associates
Pennsylvania
– -$243 -1,461 Closed
DK
1875
Darrell & King
Virginia
– -$242K -1,454 Closed
73 74
75
76 77