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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 %
SCA
526
Stonebridge Capital Advisors
Minnesota
$5.43M +$303K +2,266 +6%
NB
527
NBT Bank
New York
$5.42M -$368K -2,754 -6%
MML Investors Services
528
MML Investors Services
Massachusetts
$5.4M +$116K +871 +2%
LG
529
Leuthold Group
Minnesota
$5.39M -$59.6K -446 -1%
RMCM
530
Reynders McVeigh Capital Management
Massachusetts
$5.37M -$1.01M -7,539 -16%
SCI
531
SkyBridge Capital II
New York
$5.32M -$322K -2,408 -6%
SWP
532
Stratos Wealth Partners
Ohio
$5.31M -$537K -4,019 -9%
PPCM
533
Pillar Pacific Capital Management
California
$5.3M +$73.3K +549 +1%
VCA
534
Verdence Capital Advisors
Maryland
$5.3M -$196K -1,470 -4%
TAM
535
Tyers Asset Management
Texas
$5.28M +$952K +7,129 +22%
CK
536
Cohen Klingenstein
New York
$5.27M – – –
OI
537
Oakbrook Investments
Illinois
$5.24M +$3.73M +27,923 +248%
MCM
538
Murphy Capital Management
New Jersey
$5.2M -$133K -993 -2%
BAC
539
Boys Arnold & Co
North Carolina
$5.16M -$75.6K -566 -1%
MA
540
Montag & Associates
Georgia
$5.14M – – –
FM
541
Family Management
New York
$5.14M +$275K +2,056 +6%
RB
542
Rodgers Brothers
Pennsylvania
$5.13M +$538K +4,030 +12%
BFA
543
Bragg Financial Advisors
North Carolina
$5.11M +$70K +524 +1%
CNB
544
Camden National Bank
Maine
$5.08M -$132K -986 -3%
KRS
545
Kentucky Retirement Systems
Kentucky
$5.06M -$1.18M -8,853 -19%
CC
546
Courier Capital
New York
$5.04M +$24K +180 +0.5%
CFB
547
Cullen/Frost Bankers
Texas
$4.98M -$227K -1,699 -4%
RG
548
Rathbones Group
United Kingdom
$4.97M -$472K -3,536 -9%
WFMPM
549
Woodley Farra Manion Portfolio Management
Indiana
$4.94M -$6.14K -46 -0.1%
BAM
550
Bruderman Asset Management
New York
$4.91M -$344K -2,576 -7%
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