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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 %
OFS
1926
Orrstown Financial Services
Pennsylvania
$45K +$2.76K +19 +7%
SQA
1927
Simon Quick Advisors
New Jersey
$44K -$42.1K -268 -49%
LF
1928
Lee Financial
Texas
$41K – – –
MSFP
1929
Mark Sheptoff Financial Planning
Connecticut
$41K – – –
PRS
1930
Pinkerton Retirement Specialists
Idaho
$41K +$41K +280 New
NCM
1931
New Capital Management
Texas
$39K +$146 +1 +0.4%
NSB
1932
Norway Savings Bank
Maine
$37K -$59.8K -406 -62%
SCM
1933
Stumpf Capital Management
Arizona
$37K +$37K +251 New
CA
1934
Centerpoint Advisors
Massachusetts
$37K +$37K +253 New
AFNAS
1935
American Financial Network Advisory Services
California
$36K -$23.7K -160 -40%
WAM
1936
Watermark Asset Management
California
$36K +$146 +1 +0.4%
TJHA
1937
Thomas J. Herzfeld Advisors
Florida
$33K -$87.4K -588 -73%
ME
1938
McIlrath & Eck
Washington
$32K +$32K +214 New
MIFH
1939
Migdal Insurance & Financial Holdings
Israel
$31K +$8.82K +60 +40%
Group One Trading
1940
Group One Trading
Illinois
$31K +$31K +209 New
IAS
1941
INR Advisory Services
Pennsylvania
$30K – – –
RWG
1942
Regal Wealth Group
California
$27K – – –
PA
1943
Perennial Advisors
New York
$27K – – –
SWP
1944
Strategic Wealth Partners
Ohio
$26K +$26K +179 New
MIC
1945
MU Investments Company
Japan
$25K -$12.6K -84 -33%
SAM
1946
Shamrock Asset Management
Texas
$25K – – –
GWA
1947
Guidant Wealth Advisors
Illinois
$25K +$15.7K +104 +168%
RFWA
1948
RPg Family Wealth Advisory
Massachusetts
$23K -$9.97K -68 -30%
HCM
1949
Horrell Capital Management
Arkansas
$21K – – –
SIM
1950
Sonora Investment Management
Arizona
$20.1K +$7.04K +48 +54%
76 77
78
79 80