IBM icon

IBM
IBM

Overview Fund Activity

1,921 hedge funds and large institutions have $79.6B invested in IBM in 2018 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 728 increasing their positions, 830 reducing their positions, and 91 closing their positions.

Holders
1,921
Holders Change
-22
Holders Change %
-1.13%
% of All Funds
43.99%
Holding in Top 10
65
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.49%
New
88
Increased
728
Reduced
830
Closed
91
Calls
$2.29B
Puts
$2.31B
Net Calls
-$26M
Net Calls Change
+$542M

Top Buyers

1
State Street
1
State Street
Massachusetts
$8.03B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.6B
3
Capital World Investors
3
Capital World Investors
California
$597M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.05B
5
AAMU
5
Amundi Asset Management US
Massachusetts
$449M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.41M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$113M
3
Goldman Sachs
3
Goldman Sachs
New York
$857M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$41.5M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$43.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
326
Beddow Capital Management
Wyoming
$12.5M 82,912 -5,591 -6%
NMERB
327
New Mexico Educational Retirement Board
New Mexico
$12.4M 81,747 +2,800 +4%
VRS
328
Virginia Retirement Systems
Virginia
$12.3M 81,600 -21,600 -21%
SFI
329
Susquehanna Fundamental Investments
Pennsylvania
$12.2M 80,800 +46,400 +135%
BHWM
330
Bar Harbor Wealth Management
New Hampshire
$12.2M 80,768 -2,528 -3%
FHA
331
First Horizon Advisors
Tennessee
$12.2M 80,601 +2,818 +4%
Dodge & Cox
332
Dodge & Cox
California
$11.9M 78,910 -3,089 -4%
MIM
333
Montgomery Investment Management
Maryland
$11.8M 77,753 -100 -0.1%
SIA
334
SeaBridge Investment Advisors
New Jersey
$11.7M 77,595 -7,082 -8%
RCM
335
Radnor Capital Management
Pennsylvania
$11.7M 77,253 +9,575 +14%
ACM
336
Aviance Capital Management
Florida
$11.6M 76,925 -4,413 -5%
WT
337
Whittier Trust
California
$11.5M 76,084 -2,361 -3%
FAAS
338
First Allied Advisory Services
California
$11.5M 75,675 +10,558 +16%
HCM
339
Howard Capital Management
Georgia
$11.5M 75,700 +28 +0%
Rockefeller Capital Management
340
Rockefeller Capital Management
New York
$11.5M 75,760 -410 -0.5%
SPC
341
Stewart & Patten Company
California
$11.4M 75,188 -2,415 -3%
COPPSERS
342
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.3M 74,903 -14,465 -16%
BC
343
Bartlett & Co
Ohio
$11.2M 74,102 -567 -0.8%
BCWM
344
Bartlett & Co Wealth Management
Ohio
$11.2M 74,102 -567 -0.8%
SEI Investments
345
SEI Investments
Pennsylvania
$11.2M 73,793 +23,280 +46%
HEIP
346
Hudson Edge Investment Partners
New Jersey
$11.2M 73,917 +6,415 +10%
FTIOP
347
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.1M 73,498 -2,515 -3%
RFA
348
Reilly Financial Advisors
California
$11M 72,954 +726 +1%
LCS
349
Levin Capital Strategies
New York
$11M 72,919 -2,260 -3%
HR
350
Howe & Rusling
New York
$11M 72,753 -201 -0.3%
12 13
14
15 16