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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 %
KWILP
501
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.01M -$153K -1,060 -2%
1SB
502
1ST Source Bank
Indiana
$6.01M +$65.3K +452 +1%
JIC
503
Johnson Investment Counsel
Ohio
$6.01M +$15.2K +105 +0.3%
PPCM
504
Pillar Pacific Capital Management
California
$5.95M +$210K +1,455 +4%
AMAL
505
Asset Management Advisors LLC
Oklahoma
$5.92M – – –
SPC
506
Salient Private Client
Texas
$5.91M -$71K -491 -1%
WAM
507
Wolverine Asset Management
Illinois
$5.88M -$415K -2,870 -7%
KRS
508
Kentucky Retirement Systems
Kentucky
$5.88M +$397K +2,745 +7%
GFPC
509
Global Financial Private Capital
Florida
$5.83M +$1.48M +10,233 +34%
DWA
510
Douglass Winthrop Advisors
New York
$5.8M -$538K -3,721 -8%
RB
511
Rodgers Brothers
Pennsylvania
$5.78M +$222K +1,539 +4%
WWM
512
Willingdon Wealth Management
North Carolina
$5.75M +$2.55M +17,634 +80%
RG
513
Rathbones Group
United Kingdom
$5.72M +$336K +2,321 +6%
CK
514
Cohen Klingenstein
New York
$5.7M – – –
BCM
515
Brookstone Capital Management
Illinois
$5.69M -$408K -2,825 -7%
LG
516
Leuthold Group
Minnesota
$5.68M -$146K -1,012 -3%
Acadian Asset Management
517
Acadian Asset Management
Massachusetts
$5.68M +$3.15M +21,789 +125%
RMCM
518
Reynders McVeigh Capital Management
Massachusetts
$5.66M -$154K -1,062 -3%
MA
519
Montag & Associates
Georgia
$5.62M +$52.9K +366 +1%
ERSOT
520
Employees Retirement System of Texas
Texas
$5.6M -$605K -4,184 -10%
WIA
521
Wealthstreet Investment Advisors
Texas
$5.59M -$443K -3,063 -7%
FM
522
Family Management
New York
$5.56M – – –
BFA
523
Bragg Financial Advisors
North Carolina
$5.49M -$38.9K -269 -0.7%
CC
524
Courier Capital
New York
$5.48M +$34.5K +239 +0.6%
JGC
525
J. Goldman & Co
New York
$5.46M +$5.46M +37,798 New
19 20
21
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