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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
Wellington Management Group
Massachusetts
$1.11B
2
BlackRock
BlackRock
New York
$8.86B
3
Deutsche Bank
Deutsche Bank
Germany
$881M
4
Renaissance Technologies
Renaissance Technologies
New York
$478M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$272M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$314M
2
Capital Research Global Investors
Capital Research Global Investors
California
$341M
3
APG Asset Management
APG Asset Management
Netherlands
$68.7M
4
Credit Agricole
Credit Agricole
France
$8.98M
5
Morgan Stanley
Morgan Stanley
New York
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1951
Sound Income Strategies
Florida
$19K +$19K +132 New
WA
1952
WealthTrust-Arizona
Arizona
$16K +$148 +1 +0.9%
FPB
1953
First PREMIER Bank
South Dakota
$15K -$15.9K -105 -51%
SC
1954
Skylands Capital
Wisconsin
$15K – – –
TFA
1955
Transamerica Financial Advisors
Florida
$12K -$15K -96 -55%
PS
1956
Portfolio Solutions
Michigan
$9K – – –
CAM
1957
ClariVest Asset Management
California
$9K +$9K +59 New
Walleye Trading
1958
Walleye Trading
New York
$8.11K -$789 -5,376 -9%
BCP
1959
Blackhawk Capital Partners
Wisconsin
$8K +$8K +58 New
FFG
1960
Ford Financial Group
California
$7K +$7K +49 New
BCI
1961
Brinker Capital Investments
Pennsylvania
$6K -$682 -5 -10%
FAM
1962
Fred Alger Management
New York
$5K -$13.7K -96 -73%
FPF
1963
FNY Partners Fund
New York
$3K -$12K -84 -80%
NIM
1964
NuWave Investment Management
New Jersey
$3K +$3K +21 New
DPA
1965
Delphi Private Advisors
California
$2K -$3.47K -26 -63%
WAS
1966
Winch Advisory Services
Wisconsin
$2K -$3.54K -23 -64%
MIM
1967
Macroview Investment Management
Maryland
$2K – – –
Kovitz Investment Group Partners
1968
Kovitz Investment Group Partners
Illinois
$1.77K -$23 -157 -1%
CCT
1969
Capital City Trust
Florida
$1.46K +$243 +1,656 +20%
PCG
1970
Private Capital Group
Connecticut
$1.17K +$1.17K +7,997 New
DAM
1971
Diamant Asset Management
Connecticut
$601 +$601 +4,100 New
LGWM
1972
Litman Gregory Wealth Management
California
$84 – – –
FI
1973
Focused Investors
California
– -$66.7M -480,742 Closed
NFA
1974
Nationwide Fund Advisors
Ohio
– -$45.6M -328,405 Closed
Capital International Investors
1975
Capital International Investors
California
– -$42.4M -305,960 Closed
77 78
79
80 81