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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 %
JG
401
Jefferies Group
New York
$8.5M +$7.37M +55,157 +652%
CG
402
Cutler Group
California
$8.46M +$2.86M +21,399 +51%
GIM
403
Goelzer Investment Management
Indiana
$8.45M +$30.6K +229 +0.4%
GI
404
Gradient Investments
Minnesota
$8.42M +$457K +3,425 +6%
SMI
405
Shelter Mutual Insurance
Missouri
$8.31M -$922K -6,904 -10%
TCM
406
Tufton Capital Management
Maryland
$8.29M -$353K -2,647 -4%
CDH
407
Charles D. Hyman
$8.28M -$19.1K -143 -0.2%
CCM
408
Cadence Capital Management
Massachusetts
$8.28M +$296K +2,219 +4%
TNBTD
409
Trustmark National Bank Trust Department
Mississippi
$8.23M -$1.4M -10,447 -14%
LNB
410
Ledyard National Bank
$8.21M +$448K +3,352 +6%
WT
411
Washington Trust
Rhode Island
$8.19M +$174K +1,303 +2%
CA
412
Cullinan Associates
Kentucky
$8.17M -$98.3K -736 -1%
VV
413
Verity & Verity
South Carolina
$8.17M +$474K +3,546 +6%
TI
414
Trexquant Investment
Connecticut
$8.1M +$8.1M +60,671 New
OMCS
415
Old Mutual Customised Solutions
South Africa
$8.1M +$126K +942 +2%
Calamos Advisors
416
Calamos Advisors
Illinois
$8.09M -$5.14M -38,462 -39%
PAM
417
Private Asset Management
California
$8.08M -$284K -2,126 -3%
Public Sector Pension Investment Board (PSP Investments)
418
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.02M +$140K +1,046 +2%
WPC
419
Waters Parkerson & Co
Louisiana
$8M -$45.8K -343 -0.6%
SIM
420
Sentry Investment Management
Wisconsin
$7.98M -$882K -6,602 -10%
WA
421
WealthTrust Axiom
Pennsylvania
$7.98M +$334K +2,503 +4%
RIA
422
RPG Investment Advisory
California
$7.98M +$374K +2,800 +5%
DC
423
Davenport & Co
Virginia
$7.94M -$1.02M -7,647 -11%
EA
424
Evanston Advisors
Illinois
$7.93M +$469K +3,515 +6%
RFM
425
Royal Fund Management
Florida
$7.9M +$119K +893 +2%
15 16
17
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