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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 %
PFO
1851
Pathstone Family Office
New Jersey
$187K +$7.82K +53 +4%
PWM
1852
Paulson Wealth Management
Illinois
$184K +$184K +1,257 New
HWM
1853
Holloway Wealth Management
Florida
$181K – – –
NPP
1854
New Potomac Partners
Maryland
$180K +$180K +1,228 New
FFC
1855
First Financial Corp
Indiana
$178K -$28.8K -196 -14%
PCIA
1856
Prime Capital Investment Advisors
Kansas
$176K +$176K +1,202 New
CPIG
1857
Chicago Partners Investment Group
Illinois
$175K -$5.87K -40 -3%
OFW
1858
Omnia Family Wealth
Florida
$172K -$147 -1 -0.1%
CPA
1859
Clear Perspective Advisors
Illinois
$170K – – –
CAC
1860
Certified Advisory Corp
Florida
$170K +$170K +1,169 New
CFA
1861
Camarda Financial Advisors
Florida
$169K +$30.1K +205 +22%
KPCM
1862
Kings Point Capital Management
New York
$168K – – –
PCA
1863
Providence Capital Advisors
North Carolina
$168K +$168K +1,149 New
IP
1864
Isthmus Partners
Wisconsin
$164K – – –
GSC
1865
G&S Capital
Colorado
$161K +$161K +1,100 New
HS
1866
Horan Securities
United States
$158K -$6.53K -42 -4%
BDS
1867
Banco de Sabadell
Florida
$153K +$153K +1,046 New
CAL
1868
Capital Advisors Ltd
Ohio
$150K +$147 +1 +0.1%
OAJ
1869
Ogorek Anthony Joseph
New York
$148K -$4.84K -33 -3%
CFG
1870
CKW Financial Group
Hawaii
$145K +$585 +4 +0.4%
FMTCOCP
1871
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$145K -$138K -942 -49%
BCM
1872
Blume Capital Management
California
$144K – – –
CFD
1873
Creative Financial Designs
Indiana
$139K -$98.5K -674 -41%
KLWA
1874
Kelly Lawrence W & Associates
California
$138K – – –
BBA
1875
Braun-Bostich & Associates
Pennsylvania
$136K +$136K +928 New
73 74
75
76 77