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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
State Street
Massachusetts
$8.03B
2
Vanguard Group
Vanguard Group
Pennsylvania
$10.6B
3
Capital World Investors
Capital World Investors
California
$597M
4
Morgan Stanley
Morgan Stanley
New York
$2.05B
5
AAMU
Amundi Asset Management US
Massachusetts
$449M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.41M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$113M
3
Goldman Sachs
Goldman Sachs
New York
$857M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$41.5M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$43.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
601
Moors & Cabot
Massachusetts
$4.26M +$88.5K +612 +2%
EWM
602
Evercore Wealth Management
New York
$4.26M -$117K -809 -3%
BCM
603
Birmingham Capital Management
Alabama
$4.26M +$31.8K +220 +0.8%
CBT
604
Capital Bank & Trust
California
$4.26M +$227K +1,569 +6%
IMOV
605
Investment Management of Virginia
Virginia
$4.26M +$46K +318 +1%
PLFAM
606
Pineno Levin & Ford Asset Management
Virginia
$4.25M -$15.2K -105 -0.4%
FPTW
607
Franklin, Parlapiano, Turner & Welch
Texas
$4.22M +$204K +1,408 +5%
RCM
608
Riverhead Capital Management
Delaware
$4.21M +$204K +1,412 +5%
AIC
609
Argus Investors Counsel
New York
$4.21M +$60.4K +418 +1%
SSWM
610
Smith Salley Wealth Management
North Carolina
$4.17M -$206K -1,427 -5%
CS
611
Comerica Securities
Michigan
$4.15M +$493K +3,409 +13%
JFA
612
JNBA Financial Advisors
Minnesota
$4.12M +$3.78M +26,180 +1,139%
AOWM
613
Alpha Omega Wealth Management
Virginia
$4.12M +$4.06M +28,053 +6,585%
NCM
614
Novare Capital Management
North Carolina
$4.09M -$20.6K -154 -0.5%
SLI
615
Sumitomo Life Insurance
Japan
$4.09M -$69.7K -482 -2%
VFM
616
Viking Fund Management
North Dakota
$4.08M +$151K +1,046 +4%
LFAS
617
Level Four Advisory Services
Texas
$4.07M -$242K -1,672 -6%
BCM
618
Buckhead Capital Management
Georgia
$4.06M +$7.81K +54 +0.2%
WTFG
619
Wells Trecaso Financial Group
Ohio
$4.04M +$5.93K +41 +0.1%
APFBOT
620
Amica Pension Fund Board of Trustees
Rhode Island
$4.04M – – –
ST
621
Sentinel Trust
Texas
$4.04M -$408K -2,824 -9%
CAMG
622
CWA Asset Management Group
Florida
$4.02M -$110K -762 -3%
ACM
623
Argyle Capital Management
Pennsylvania
$4.02M +$90.6K +627 +2%
LK
624
Lumbard & Kellner
New Hampshire
$4M -$18.2K -126 -0.5%
IEFM
625
IQ EQ Fund Management
Ireland
$4M -$1.27M -8,411 -24%
23 24
25
26 27