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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 %
BA
2001
Bristol Advisors
Pennsylvania
– -$551K -3,975 Closed
ID
2002
Integral Derivatives
New York
– -$512K -3,689 Closed
CC
2003
Cadinha & Co
Hawaii
– -$468K -3,376 Closed
AFG
2004
Albion Financial Group
Utah
– -$402K -2,896 Closed
CTI
2005
Community Trust & Investment
Kentucky
– -$387K -2,795 Closed
KI
2006
Koch Industries
Kansas
– -$382K -2,751 Closed
GBBWRPM
2007
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$378K -2,732 Closed
CWP
2008
Capital Wealth Planning
Florida
– -$370K -2,665 Closed
FAT
2009
First American Trust
California
– -$326K -2,355 Closed
CIC
2010
Cutler Investment Counsel
Oregon
– -$314K -2,261 Closed
HPIA
2011
Hamilton Point Investment Advisors
North Carolina
– -$309K -2,231 Closed
GAM
2012
Gould Asset Management
California
– -$290K -2,092 Closed
HCM
2013
Hollencrest Capital Management
California
– -$281K -2,030 Closed
SIA
2014
Starfire Investment Advisers
Michigan
– -$271K -1,957 Closed
CCM
2015
Consolidated Capital Management
California
– -$253K -1,826 Closed
VWM
2016
Valley Wealth Managers
New Jersey
– -$246K -1,772 Closed
ECM
2017
ETrade Capital Management
Virginia
– -$243K -1,747 Closed
JRP
2018
Jasper Ridge Partners
California
– -$232K -1,674 Closed
KB
2019
Kimelman & Baird
New York
– -$229K -1,653 Closed
CFSG
2020
Community Financial Services Group
Vermont
– -$223K -1,601 Closed
MWM
2021
Marietta Wealth Management
Georgia
– -$219K -1,577 Closed
SC
2022
Scholtz & Company
Connecticut
– -$218K -1,569 Closed
RIA
2023
Regal Investment Advisors
Michigan
– -$216K -1,561 Closed
CM
2024
Capital Management
Virginia
– -$214K -1,545 Closed
RSVP
2025
Ramsay Stattman Vela & Price
Colorado
– -$212K -1,531 Closed
78 79 80
81
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