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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.

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
1
Charles Schwab Investment Advisory
California
$328M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.38B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$555M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.78B
5
Ameriprise
5
Ameriprise
Minnesota
$360M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$506M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$648M
3
Capital World Investors
3
Capital World Investors
California
$279M
4
Goldman Sachs
4
Goldman Sachs
New York
$949M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$378M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$441M 3,154,570 +390,806 +14%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$437M 3,126,137 +206,284 +7%
LSV Asset Management
28
LSV Asset Management
Illinois
$410M 2,937,954 +131,383 +5%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$378M 2,707,817 -1,239,477 -31%
TCIM
30
TIAA CREF Investment Management
New York
$377M 2,700,278 +126,160 +5%
PPA
31
Parametric Portfolio Associates
Washington
$372M 2,664,939 -67,065 -2%
Ameriprise
32
Ameriprise
Minnesota
$360M 2,583,516 +960,348 +59%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$329M 2,357,899 -284,405 -11%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$329M 2,354,683 +57,470 +3%
Fidelity International
35
Fidelity International
Bermuda
$328M 2,346,076 -30,361 -1%
CSIA
36
Charles Schwab Investment Advisory
California
$328M 2,345,897 +2,345,897 New
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$326M 2,335,500 -2,318 -0.1%
Invesco
38
Invesco
Georgia
$317M 2,267,756 +267,325 +13%
AAMU
39
Amundi Asset Management US
Massachusetts
$298M 2,134,549 +363,380 +21%
TA
40
Teachers Advisors
New York
$288M 2,064,556 +232,139 +13%
CS
41
Credit Suisse
Switzerland
$283M 2,023,413 +91,583 +5%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$282M 2,017,682 -111,583 -5%
Capital World Investors
43
Capital World Investors
California
$279M 2,000,000 -1,720,000 -46%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$271M 1,942,226 +28,024 +1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$268M 1,920,796 +122,165 +7%
Capital Research Global Investors
46
Capital Research Global Investors
California
$264M 1,891,197 -11,949 -0.6%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$260M 1,854,109 +359,868 +24%
AllianceBernstein
48
AllianceBernstein
Tennessee
$252M 1,802,366 -71,565 -4%
Barclays
49
Barclays
United Kingdom
$250M 1,792,625 -635,326 -26%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$229M 1,638,129 +123,389 +8%
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