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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 %
MDCM
551
Morgan Dempsey Capital Management
Wisconsin
$4.85M -$184K -1,378 -4%
SFI
552
Susquehanna Fundamental Investments
Pennsylvania
$4.81M +$3.69M +27,614 +330%
RWA
553
Ropes Wealth Advisors
Massachusetts
$4.8M -$2.7M -20,209 -36%
SCM
554
Sterling Capital Management
North Carolina
$4.77M -$973K -7,287 -17%
LMGAM
555
Liberty Mutual Group Asset Management
Massachusetts
$4.77M -$58.5K -438 -1%
BB
556
Bell Bank
North Dakota
$4.76M -$50K -374 -1%
WPIC
557
White Pine Investment Company
Michigan
$4.68M +$92.2K +690 +2%
IEFM
558
IQ EQ Fund Management
Ireland
$4.67M +$4.67M +34,998 New
BAS
559
Brown Advisory Securities
Maryland
$4.66M +$139K +1,042 +3%
CAM
560
Carret Asset Management
New York
$4.65M -$251K -1,878 -5%
ABC
561
Associated Banc-Corp
Wisconsin
$4.62M -$279K -2,090 -6%
PL
562
Parthenon LLC
Kentucky
$4.6M – – –
FTC
563
Farmers Trust Company
Ohio
$4.56M -$4.41K -33 -0.1%
Mirae Asset Global Investments
564
Mirae Asset Global Investments
South Korea
$4.56M -$1.81M -13,578 -28%
RMSCM
565
R.M. Sincerbeaux Capital Management
New York
$4.54M +$184K +1,379 +4%
IHL
566
Investment House LLC
California
$4.53M -$298K -2,228 -6%
FNBT
567
FineMark National Bank & Trust
Florida
$4.53M +$320K +2,394 +8%
GC
568
Grimes & Company
Massachusetts
$4.52M +$64.5K +483 +1%
PCM
569
Parsons Capital Management
Rhode Island
$4.52M -$136K -1,020 -3%
SBIA
570
Sheaff Brock Investment Advisors
Indiana
$4.51M -$370K -2,769 -8%
IIC
571
Ironwood Investment Counsel
Arizona
$4.51M -$93.5K -700 -2%
PDN
572
Pensionfund DSM Netherlands
Netherlands
$4.51M – – –
OPCM
573
Osborne Partners Capital Management
California
$4.51M +$70.3K +526 +2%
AAM
574
Augustine Asset Management
Florida
$4.49M -$2.54K -19 -0.1%
PA
575
Profund Advisors
Maryland
$4.48M -$983K -7,358 -18%
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