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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 %
KJWM
1876
Kiley Juergens Wealth Management
Washington
$135K +$135K +924 New
APSP
1877
Asset Planning Services (Pennsylvania)
Pennsylvania
$133K -$67.1K -458 -34%
PCP
1878
Proficio Capital Partners
Massachusetts
$132K +$11.6K +79 +10%
PCA
1879
Peddock Capital Advisors
Massachusetts
$130K -$9.51K -65 -7%
KA
1880
Kaizen Advisory
Illinois
$128K +$128K +873 New
C
1881
Cerebellum
California
$126K +$126K +860 New
HCM
1882
Highlander Capital Management
New Jersey
$123K – – –
PCM
1883
Poehling Capital Management
Wisconsin
$123K +$123K +836 New
NCM
1884
Northstar Capital Management
New York
$123K +$123K +837 New
PW
1885
Price Wealth
Texas
$122K +$122K +837 New
GCM
1886
Grisanti Capital Management
New York
$120K – – –
RPG
1887
Risk Paradigm Group
Texas
$118K +$118K +806 New
SP
1888
SWS Partners
Ohio
$118K +$118K +802 New
CFN
1889
Cordasco Financial Network
Florida
$117K – – –
CP
1890
Corbenic Partners
Pennsylvania
$111K -$4.99K -34 -4%
BCMIO
1891
Beacon Capital Management Inc (Ohio)
Ohio
$111K – – –
IDBONY
1892
Israel Discount Bank of New York
New York
$107K – – –
BTIS
1893
BB&T Investment Services
North Carolina
$105K +$4.71K +32 +5%
WAS
1894
WESPAC Advisors SoCal
California
$100K +$1.45K +10 +1%
TCCM
1895
Timber Creek Capital Management
Massachusetts
$99K -$3.06K -21 -3%
SPI
1896
Santori & Peters Inc
Pennsylvania
$98K +$98K +691 New
CWM
1897
Catamount Wealth Management
Connecticut
$92K – – –
ACM
1898
AUA Capital Management
Pennsylvania
$92K – – –
LYV
1899
Live Your Vision
Pennsylvania
$91K – – –
CAL
1900
Capital Analysts LLC
Pennsylvania
$86K – – –
74 75
76
77 78