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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 %
MCM
426
McRae Capital Management
New Jersey
$7.8M +$90K +674 +1%
M
427
MOTCO
Texas
$7.76M +$367K +2,748 +5%
PWLP
428
Prio Wealth Limited Partnership
Massachusetts
$7.69M -$48.5K -363 -0.6%
Cerity Partners
429
Cerity Partners
New York
$7.69M +$248K +1,857 +3%
Los Angeles Capital Management
430
Los Angeles Capital Management
California
$7.68M -$2.81M -21,025 -27%
OCM
431
Olstein Capital Management
New York
$7.54M -$699K -5,230 -8%
SGK
432
Steigerwald Gordon & Koch
Virginia
$7.52M +$137K +1,023 +2%
GCMG
433
Gyroscope Capital Management Group
Florida
$7.49M +$862K +6,456 +13%
Daiwa Securities Group
434
Daiwa Securities Group
Japan
$7.47M +$773K +5,355 +12%
MI
435
Markston International
New York
$7.45M -$217K -1,566 -3%
GG
436
Greenwood Gearhart
Arkansas
$7.41M +$342K +2,558 +5%
V
437
Veritable
Delaware
$7.36M +$239K +1,793 +3%
MA
438
MUFG Americas
New York
$7.31M -$196K -1,469 -3%
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$7.31M +$40.5K +303 +0.6%
SI
440
Stephens Inc
Arkansas
$7.31M -$539K -4,033 -7%
CIP
441
Convergence Investment Partners
Florida
$7.31M +$1.57M +11,720 +27%
GWM
442
Geneos Wealth Management
Colorado
$7.29M -$71.8K -537 -1%
OAC
443
OMERS Administration Corp
Ontario, Canada
$7.28M +$3.27M +24,477 +82%
AAM
444
AR Asset Management
California
$7.28M – – –
MYIA
445
Mount Yale Investment Advisors
Colorado
$7.27M +$1.13M +8,444 +18%
EP
446
Elkfork Partners
Oregon
$7.26M +$1.31M +9,803 +22%
MIM
447
Manitou Investment Management
Ontario, Canada
$7.23M +$2.81M +21,025 +63%
Truist Financial
448
Truist Financial
North Carolina
$7.19M -$689K -5,159 -9%
VW
449
Vantage Wealth
California
$7.17M +$249K +1,867 +4%
PAG
450
Private Advisor Group
New Jersey
$7.09M +$3.85M +28,804 +119%
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