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IBM
IBM

Overview Fund Activity

1,943 hedge funds and large institutions have $72.3B invested in IBM in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 752 increasing their positions, 845 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,943
Holders Change
-24
Holders Change %
-1.22%
% of All Funds
44.54%
Holding in Top 10
65
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-29.35%
% of All Funds
1.49%
New
90
Increased
752
Reduced
845
Closed
92
Calls
$1.7B
Puts
$2.27B
Net Calls
-$568M
Net Calls Change
-$323M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$328M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$249M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$169M
5
Ameriprise
Ameriprise
Minnesota
+$134M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$705M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$415M
3
Capital World Investors
Capital World Investors
California
-$240M
4
Goldman Sachs
Goldman Sachs
New York
-$197M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
301
Arnhold LLC
New York
$14.8M +$3.38M +25,314 +30%
LF
302
Lannebo Fonder
Sweden
$14.8M +$6.34M +47,070 +75%
TIP
303
Torray Investment Partners
Maryland
$14.5M +$60.4K +452 +0.4%
FMI
304
Factory Mutual Insurance
Massachusetts
$14.5M +$3.49M +26,150 +32%
VRS
305
Virginia Retirement Systems
Virginia
$14.4M -$52.1M -390,472 -78%
BA
306
Bridgewater Associates
Connecticut
$14.3M +$10.5M +78,787 +282%
BCM
307
Bridgeway Capital Management
Texas
$14.2M +$1.27M +9,492 +10%
WF
308
Welch & Forbes
Massachusetts
$14M -$547K -4,092 -4%
SAM
309
Silvercrest Asset Management
New York
$14M -$191K -1,428 -1%
PAM
310
Palisade Asset Management
Minnesota
$14M +$507K +3,797 +4%
FT
311
Fiduciary Trust
Massachusetts
$13.7M -$399K -2,984 -3%
ABTD
312
Arvest Bank Trust Division
Oklahoma
$13.7M +$2.86M +21,436 +26%
WBC
313
Westpac Banking Corp
Australia
$13.5M +$435K +3,260 +3%
Lazard Asset Management
314
Lazard Asset Management
New York
$13.5M +$81.5K +610 +0.6%
CCT
315
Country Club Trust
Missouri
$13.5M -$519K -3,887 -4%
TAM
316
Taylor Asset Management
Ontario, Canada
$13.4M -$2.79M -20,920 -17%
CB
317
Commerce Bank
Missouri
$13.4M -$1.12M -8,376 -8%
IIM
318
Intact Investment Management
Quebec, Canada
$13.3M +$1.2M +8,964 +10%
TRSOTSOK
319
Teachers Retirement System of the State of Kentucky
Kentucky
$13.2M – – –
TBA
320
Tower Bridge Advisors
Pennsylvania
$13.1M -$7.75K -58 -0.1%
B
321
BP
United Kingdom
$13M -$908K -6,799 -7%
PGFC
322
Peapack-Gladstone Financial Corp
New Jersey
$12.9M -$348K -2,606 -3%
CAI
323
Capital Advisors Inc
Oklahoma
$12.9M -$54.4K -407 -0.4%
HAI
324
Hennessy Advisors Inc
California
$12.8M -$225K -1,681 -2%
TF
325
TIAA FSB
Florida
$12.7M +$942K +7,053 +8%
11 12
13
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