IBM icon

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 %
WCF
601
West Coast Financial
California
$4.2M -$176K -1,314 -4%
KFP
602
Keystone Financial Planning
Ohio
$4.19M +$4.19M +31,399 New
WC
603
Woodstock Corp
Massachusetts
$4.19M -$48.9K -366 -1%
FWCM
604
Ferguson Wellman Capital Management
Oregon
$4.19M -$364K -2,727 -8%
CM
605
Columbus Macro
Pennsylvania
$4.17M -$49.6K -371 -1%
FIM
606
Freedom Investment Management
Connecticut
$4.13M +$1.02M +7,631 +33%
BE
607
Bonness Enterprises
District of Columbia
$4.12M – – –
CCM
608
Catawba Capital Management
Virginia
$4.12M -$130K -975 -3%
ST
609
Sentinel Trust
Texas
$4.11M -$174K -1,303 -4%
NCM
610
Novare Capital Management
North Carolina
$4.1M +$108K +812 +3%
CAN
611
Cetera Advisor Networks
California
$4.07M -$268K -2,003 -6%
EWM
612
Evercore Wealth Management
New York
$4.05M +$679K +5,087 +20%
SSWM
613
Smith Salley Wealth Management
North Carolina
$4.04M +$47.3K +354 +1%
GFPC
614
Global Financial Private Capital
Florida
$4.02M +$354K +2,648 +10%
FCBT
615
First Citizens Bank & Trust
North Carolina
$4M +$1.46M +10,957 +58%
VST
616
Van Strum & Towne
California
$3.98M -$32.2K -241 -0.8%
LFAS
617
Level Four Advisory Services
Texas
$3.98M +$679K +5,085 +21%
CCM
618
Covington Capital Management
California
$3.98M -$201K -1,507 -5%
CB
619
Cadence Bank
Mississippi
$3.97M +$941K +7,043 +31%
SCM
620
Shelton Capital Management
Colorado
$3.95M -$209K -1,563 -5%
CAM
621
Columbia Asset Management
Michigan
$3.95M -$34.9K -261 -0.9%
PLFAM
622
Pineno Levin & Ford Asset Management
Virginia
$3.94M -$36.3K -272 -0.9%
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.94M +$779K +5,833 +25%
CI
624
Cigna Investments
Connecticut
$3.91M -$478K -3,582 -11%
BCM
625
Birmingham Capital Management
Alabama
$3.91M +$135K +1,009 +4%
23 24
25
26 27