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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 %
NMERB
351
New Mexico Educational Retirement Board
New Mexico
$11M -$433K -3,242 -4%
Nomura Holdings
352
Nomura Holdings
Japan
$11M -$1.84M -13,775 -14%
WT
353
Whittier Trust
California
$11M -$661K -4,953 -6%
MIM
354
Montgomery Investment Management
Maryland
$10.9M +$3.47K +26 +0%
FHA
355
First Horizon Advisors
Tennessee
$10.9M +$838K +6,276 +8%
SPC
356
Stewart & Patten Company
California
$10.8M -$167K -1,252 -2%
BC
357
Burney Company
Virginia
$10.8M +$1.85M +13,842 +21%
UR
358
USCA RIA
Texas
$10.6M +$411K +3,078 +4%
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$10.6M -$286K -2,145 -3%
FTIOP
360
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.6M -$28.3K -212 -0.3%
GH
361
GAM Holding
Switzerland
$10.5M +$2.16M +16,152 +26%
LCS
362
Levin Capital Strategies
New York
$10.5M -$2.52M -18,841 -19%
BCWM
363
Bartlett & Co Wealth Management
Ohio
$10.4M -$272K -2,039 -3%
BC
364
Bartlett & Co
Ohio
$10.4M -$272K -2,039 -3%
BF
365
BOK Financial
Oklahoma
$10.4M +$114K +857 +1%
SF
366
Synovus Financial
Georgia
$10.2M -$603K -4,520 -6%
HR
367
Howe & Rusling
New York
$10.2M +$2.48M +18,536 +32%
NAMA
368
Nikko Asset Management Americas
New York
$10.1M +$5.67M +42,487 +128%
RFA
369
Reilly Financial Advisors
California
$10.1M +$147K +1,102 +1%
BFS
370
Bradley Foster & Sargent
Connecticut
$9.99M +$412K +3,082 +4%
Pacer Advisors
371
Pacer Advisors
Pennsylvania
$9.95M +$1.52M +11,359 +18%
SCP
372
Seizert Capital Partners
Michigan
$9.89M – – –
DIA
373
Davidson Investment Advisors
Montana
$9.87M +$66.2K +496 +0.7%
SBH
374
Segall Bryant & Hamill
Illinois
$9.84M +$4.22M +31,612 +75%
SW
375
SVB Wealth
Massachusetts
$9.69M -$269K -2,013 -3%
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