IBM icon

IBM
IBM

Overview Fund Activity

1,860 hedge funds and large institutions have $96.5B invested in IBM in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 701 increasing their positions, 783 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,860
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
46.37%
Holding in Top 10
114
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.56%
% of All Funds
2.84%
New
118
Increased
701
Reduced
783
Closed
55
Calls
$2.06B
Puts
$1.9B
Net Calls
+$169M
Net Calls Change
+$582M

Top Buyers

1
BlackRock
BlackRock
New York
$9B
2
Vanguard Group
Vanguard Group
Pennsylvania
$10.4B
3
Renaissance Technologies
Renaissance Technologies
New York
$352M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$780M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$193M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$11.2B
2
Capital World Investors
Capital World Investors
California
$627M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$225M
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.54B
5
ClearBridge Investments
ClearBridge Investments
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWVC
1876
Morgens Waterfall Vintiadis & Co
New York
– -$4.07M -25,627 Closed
GIA
1877
Gargoyle Investment Advisor
New Jersey
– -$3.11M -19,609 Closed
BP
1878
BBR Partners
New York
– -$2.56M -16,150 Closed
Marshall Wace
1879
Marshall Wace
United Kingdom
– -$2.27M -14,303 Closed
IAA
1880
Ironsides Asset Advisors
North Carolina
– -$2.15M -13,524 Closed
Wealth Enhancement Advisory Services
1881
Wealth Enhancement Advisory Services
Minnesota
– -$2.08M -13,091 Closed
HSA
1882
HBK Sorce Advisory
Pennsylvania
– -$1.66M -10,472 Closed
MSU
1883
Mizuho Securities USA
New York
– -$1.57M -9,873 Closed
PCM
1884
Prelude Capital Management
New York
– -$1.39M -8,760 Closed
QSS
1885
Quantitative Systematic Strategies
Florida
– -$1.11M -6,997 Closed
WIM
1886
Wittenberg Investment Management
Massachusetts
– -$1.1M -6,920 Closed
SAM
1887
SignalPoint Asset Management
Missouri
– -$787K -4,955 Closed
GA
1888
GFS Advisors
Texas
– -$503K -3,169 Closed
HCM
1889
Hodges Capital Management
Texas
– -$498K -3,138 Closed
CAIMH
1890
Central Asset Investments & Management Holdings
Hong Kong
– -$498K -3,138 Closed
Assenagon Asset Management
1891
Assenagon Asset Management
Luxembourg
– -$490K -3,090 Closed
SIG
1892
Stanford Investment Group
California
– -$482K -3,037 Closed
AP
1893
Advisors Preferred
Maryland
– -$455K -2,865 Closed
FVP
1894
Firefly Value Partners
Pennsylvania
– -$402K -2,530 Closed
JFGLC
1895
Johnson Financial Group LLC (Colorado)
Colorado
– -$398K -2,507 Closed
PCM
1896
Pointe Capital Management
Michigan
– -$350K -2,208 Closed
FAM
1897
Fortaleza Asset Management
Illinois
– -$349K -2,197 Closed
CAM
1898
Concorde Asset Management
Michigan
– -$266K -2,002 Closed
WMG
1899
WESCAP Management Group
California
– -$295K -1,861 Closed
GS
1900
Girard Securities
California
– -$237K -1,496 Closed
73 74 75
76
77