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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
EA
401
Evanston Advisors
Illinois
$8.77M +$187K +1,294 +2%
LNB
402
Ledyard National Bank
$8.76M -$129K -895 -1%
VHAM
403
Van Hulzen Asset Management
California
$8.7M -$4.47M -30,945 -34%
CIP
404
Chartwell Investment Partners
Pennsylvania
$8.69M +$2.76M +19,104 +47%
EP
405
Elkfork Partners
Oregon
$8.62M +$765K +5,293 +10%
PWLP
406
Prio Wealth Limited Partnership
Massachusetts
$8.59M +$259K +1,793 +3%
RFM
407
Royal Fund Management
Florida
$8.55M +$4.19K +29 +0%
DC
408
Davenport & Co
Virginia
$8.54M -$55.2K -382 -0.6%
M
409
MOTCO
Texas
$8.54M +$140K +970 +2%
MIM
410
Manitou Investment Management
Ontario, Canada
$8.54M +$706K +4,885 +9%
GCMG
411
Gyroscope Capital Management Group
Florida
$8.5M +$506K +3,550 +6%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$8.49M +$581K +4,018 +7%
6M
413
6 Meridian
Kansas
$8.4M +$7.94M +54,954 +1,762%
MCM
414
McRae Capital Management
New Jersey
$8.39M -$46.8K -324 -0.6%
WPC
415
Waters Parkerson & Co
Louisiana
$8.38M -$279K -1,929 -3%
Cerity Partners
416
Cerity Partners
New York
$8.34M +$14.6K +101 +0.2%
TCM
417
Tufton Capital Management
Maryland
$8.32M -$659K -4,557 -7%
SIP
418
Stoneridge Investment Partners
Pennsylvania
$8.31M -$1.47M -10,191 -15%
CAPTRUST Financial Advisors
419
CAPTRUST Financial Advisors
North Carolina
$8.25M +$1.62M +11,207 +24%
CLM
420
ClearBridge LLC (Maryland)
Maryland
$8.24M -$53.8M -371,880 -87%
PCMK
421
Paragon Capital Management (Kansas)
Kansas
$8.21M -$30M -207,458 -79%
OCM
422
Olstein Capital Management
New York
$8.17M – – –
SI
423
Stephens Inc
Arkansas
$8.13M +$219K +1,513 +3%
WT
424
Washington Trust
Rhode Island
$8.09M -$773K -5,350 -9%
Mariner
425
Mariner
Kansas
$8.08M +$702K +4,858 +10%
15 16
17
18 19