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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 %
AAA
501
Adams Asset Advisors
Texas
$5.97M +$248K +1,855 +4%
KCM
502
Kanawha Capital Management
Virginia
$5.92M -$13.4K -100 -0.2%
WTC
503
WhitTier Trust Company
Nevada
$5.92M -$108K -806 -2%
AMAL
504
Asset Management Advisors LLC
Oklahoma
$5.92M -$56.6K -424 -0.9%
DWA
505
Douglass Winthrop Advisors
New York
$5.86M -$480K -3,593 -8%
TRIM
506
Thompson Rubinstein Investment Management
Oregon
$5.85M +$326K +2,443 +6%
BIM
507
Bridges Investment Management
Nebraska
$5.84M -$85.9K -643 -1%
LA
508
Lynch & Associates
Indiana
$5.83M -$45.3K -339 -0.8%
UB
509
UMB Bank
Missouri
$5.83M -$89.1K -667 -2%
II
510
IFM Investors
Australia
$5.82M +$1.99M +14,932 +52%
WAM
511
Wolverine Asset Management
Illinois
$5.82M +$3.97M +29,720 +215%
ERSOT
512
Employees Retirement System of Texas
Texas
$5.73M – – –
KWILP
513
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.7M +$301K +2,256 +6%
SIRP
514
Shelter Insurance Retirement Plan
Missouri
$5.64M -$699K -5,230 -11%
BCM
515
Brookstone Capital Management
Illinois
$5.63M -$265K -1,986 -4%
LBC
516
Lowe Brockenbrough & Co
Virginia
$5.6M -$85.3K -639 -2%
SAMH
517
Shanda Asset Management Holdings
British Virgin Islands
$5.59M -$1.4M -10,460 -20%
CNBT
518
Canandaigua National Bank & Trust
New York
$5.58M -$11K -82 -0.2%
WIA
519
Wealthstreet Investment Advisors
Texas
$5.57M -$235K -1,756 -4%
JIC
520
Johnson Investment Counsel
Ohio
$5.54M -$239K -1,793 -4%
SPC
521
Salient Private Client
Texas
$5.52M -$293K -2,197 -5%
EOJOAM
522
E. Ohman J:or Asset Management
Sweden
$5.52M +$2.03M +15,167 +58%
TCM
523
Tradition Capital Management
New Jersey
$5.5M +$450K +3,367 +9%
1SB
524
1ST Source Bank
Indiana
$5.5M +$60K +449 +1%
CIP
525
Chartwell Investment Partners
Pennsylvania
$5.48M -$7.3M -54,664 -57%
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