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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 %
DWM
576
Dorchester Wealth Management
Quebec, Canada
$4.46M +$21K +157 +0.5%
Federated Hermes
577
Federated Hermes
Pennsylvania
$4.46M +$657K +4,922 +17%
PC
578
Palo Capital
California
$4.45M +$14.4K +108 +0.3%
PP
579
Palladium Partners
Virginia
$4.42M -$241K -1,807 -5%
DAC
580
Dividend Assets Capital
South Carolina
$4.41M -$26.5M -198,117 -86%
QOP
581
Quinn Opportunity Partners
Virginia
$4.4M +$252K +1,883 +6%
ATC
582
Argent Trust Co
Tennessee
$4.4M +$3.81M +28,569 +658%
FMBTD
583
First Midwest Bank Trust Division
Illinois
$4.39M +$232K +1,738 +6%
GHAM
584
Gilman Hill Asset Management
Connecticut
$4.36M +$3.9M +29,235 +855%
AMI
585
Amica Mutual Insurance
Rhode Island
$4.35M – – –
BHA
586
Beech Hill Advisors
New York
$4.34M -$508K -3,801 -10%
CA
587
Cetera Advisors
Colorado
$4.33M +$391K +2,928 +10%
MYAM
588
Meiji Yasuda Asset Management
Japan
$4.32M -$185K -1,386 -4%
CANC
589
Culbertson A N & Co
Virginia
$4.3M +$342K +2,564 +9%
CBTWT
590
Community Bank & Trust (Waco, Texas)
Texas
$4.3M -$11.1K -83 -0.3%
GXMC
591
Global X Management Company
New York
$4.29M +$1.55M +11,571 +56%
LIA
592
LS Investment Advisors
Michigan
$4.27M -$61.8K -463 -1%
CCMINC
593
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.26M +$18K +135 +0.4%
VAS
594
Valicenti Advisory Services
New York
$4.26M +$221K +1,652 +5%
RMA
595
Roffman Miller Associates
Pennsylvania
$4.26M -$1.17M -8,784 -22%
PAM
596
Panagora Asset Management
Massachusetts
$4.26M -$4.37M -32,709 -51%
GCM
597
Garland Capital Management
Washington
$4.26M -$189K -1,412 -4%
DY
598
Dowling & Yahnke
California
$4.25M -$201K -1,505 -5%
RCYC
599
Richard C. Young & Co
Rhode Island
$4.24M +$8.95K +67 +0.2%
SCA
600
Snowden Capital Advisors
New York
$4.21M -$869K -6,504 -17%
22 23
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