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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 %
PG
476
Pendal Group
Australia
$6.65M -$11M -76,337 -62%
CTA
477
Chesley Taft & Associates
Illinois
$6.62M -$25.7K -178 -0.4%
WSFS
478
Wilmington Savings Fund Society
Delaware
$6.61M -$179K -1,240 -3%
TCOV
479
Trust Company of Vermont
Vermont
$6.58M -$115K -793 -2%
SCM
480
Shelton Capital Management
Colorado
$6.54M +$2.26M +15,627 +53%
Public Sector Pension Investment Board (PSP Investments)
481
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.49M -$2.19M -15,167 -25%
TCM
482
Tradition Capital Management
New Jersey
$6.45M +$495K +3,426 +8%
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$6.44M -$11.6M -80,477 -64%
Hudson Bay Capital Management
484
Hudson Bay Capital Management
Connecticut
$6.44M +$4.67M +32,286 +264%
B
485
Barings
North Carolina
$6.36M -$755K -5,220 -11%
HWM
486
Holloway Wealth Management
Florida
$6.34M -$2.91M – –
Federated Hermes
487
Federated Hermes
Pennsylvania
$6.34M +$1.51M +10,475 +31%
WTC
488
WhitTier Trust Company
Nevada
$6.32M -$82.3K -569 -1%
TRIM
489
Thompson Rubinstein Investment Management
Oregon
$6.29M -$38.5K -266 -0.6%
TAM
490
Tyers Asset Management
Texas
$6.27M +$557K +3,850 +10%
LA
491
Lynch & Associates
Indiana
$6.27M -$45K -311 -0.7%
WJA
492
Williams Jones & Associates
New York
$6.26M -$237K -1,638 -4%
BIM
493
Bridges Investment Management
Nebraska
$6.16M -$165K -1,142 -3%
SWP
494
Stratos Wealth Partners
Ohio
$6.15M +$406K +2,811 +7%
MI
495
Markston International
New York
$6.11M -$1.66M -11,505 -21%
SIRP
496
Shelter Insurance Retirement Plan
Missouri
$6.11M – – –
LI
497
Lafayette Investments
Maryland
$6.1M -$1.21M -8,338 -17%
CNBT
498
Canandaigua National Bank & Trust
New York
$6.08M +$39.3K +272 +0.7%
LBC
499
Lowe Brockenbrough & Co
Virginia
$6.06M +$3.76K +26 +0.1%
CIA
500
CSat Investment Advisory
Michigan
$6.04M -$1.19M -8,217 -16%
18 19
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