IBM icon

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 %
MIH
1876
Madison Investment Holdings
Wisconsin
– -$241K -1,448 Closed
AMCA
1877
Arthur M. Cohen & Associates
Illinois
– -$237K -1,425 Closed
DRD
1878
Dennis R. Delaney
– -$236K -1,420 Closed
AIP
1879
Almanack Investment Partners
Pennsylvania
– -$235K -1,409 Closed
FIM
1880
Fernwood Investment Management
Massachusetts
– -$225K -1,351 Closed
ST
1881
Sentinel Trust
Texas
– -$225K -1,351 Closed
MCM
1882
Monarch Capital Management
Indiana
– -$223K -1,340 Closed
HCM
1883
Hilton Capital Management
New York
– -$223K -1,337 Closed
GC
1884
Garde Capital
Washington
– -$222K -1,331 Closed
FPCP
1885
Fort Point Capital Partners
California
– -$221K -1,328 Closed
SSWM
1886
Sheets Smith Wealth Management
North Carolina
– -$221K -1,327 Closed
ZF
1887
Zhang Financial
Michigan
– -$207K -1,324 Closed
SIM
1888
SSI Investment Management
California
– -$220K -1,313 Closed
FA
1889
Financial Advantage
Maryland
– -$218K -1,308 Closed
LSC
1890
Lesa Sroufe & Co
Washington
– -$218K -1,308 Closed
CIP
1891
Capital Insight Partners
Arizona
– -$217K -1,304 Closed
WA
1892
WP Advisors
California
– -$214K -1,286 Closed
LFA
1893
Landmark Financial Advisors
Kentucky
– -$214K -1,283 Closed
HS
1894
Huntington Steele
Pennsylvania
– -$213K -1,277 Closed
RPGK
1895
Retirement Planning Group (Kansas)
Kansas
– -$212K -1,272 Closed
FC
1896
Fayerweather Charles
– -$208K -1,249 Closed
CEP
1897
Chicago Equity Partners
Illinois
– -$207K -1,245 Closed
MC
1898
Miles Capital
Iowa
– -$202K -1,211 Closed
CMANY
1899
Capital Management Associates (New York)
New York
– -$200K -1,203 Closed
FMA
1900
FNY Managed Accounts
New York
– -$199K -1,201 Closed
73 74 75
76
77