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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 %
LW
626
Linscomb Wealth
Texas
$3.99M +$66.1K +457 +2%
BAM
627
Bruderman Asset Management
New York
$3.96M -$1.36M -9,430 -26%
FNBOO
628
First National Bank of Omaha
Nebraska
$3.95M -$52K -360 -1%
Natixis Advisors
629
Natixis Advisors
Massachusetts
$3.93M +$881K +6,098 +29%
DIP
630
DT Investment Partners
Pennsylvania
$3.93M +$425K +2,941 +12%
AIA
631
Allied Investment Advisors
Montana
$3.91M +$174K +1,207 +5%
AIS
632
Accurate Investment Solutions
Pennsylvania
$3.91M +$81K +560 +2%
FPFS
633
First Personal Financial Services
North Carolina
$3.91M +$22.7K +157 +0.6%
EFS
634
Essex Financial Services
Connecticut
$3.91M +$27K +187 +0.7%
CANC
635
Culbertson A N & Co
Virginia
$3.9M -$761K -5,266 -16%
APSI
636
Asset Planning Services Inc
Louisiana
$3.87M -$90.5K -626 -2%
WAM
637
Wealthspire Advisors (Maryland)
Maryland
$3.84M +$9.11K +63 +0.2%
VF
638
Virtu Financial
New York
$3.84M -$194K -1,341 -5%
WSC
639
Wellington Shields & Co
New York
$3.83M -$393K -2,720 -9%
SC
640
Searle & Co
Connecticut
$3.83M -$33.2K -230 -0.9%
DWM
641
Darwin Wealth Management
Florida
$3.83M -$10.4K -72 -0.3%
FNFDCM
642
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.81M -$85.4K -591 -2%
RWP
643
RWA Wealth Partners
Massachusetts
$3.8M -$271K -1,873 -7%
BFIM
644
Beese Fulmer Investment Management
Ohio
$3.77M -$87.6K -606 -2%
PT
645
Plimoth Trust
Massachusetts
$3.71M -$51.2K -354 -1%
CAM
646
Cubic Asset Management
Massachusetts
$3.7M -$30.2K -209 -0.8%
HW
647
Hancock Whitney
Mississippi
$3.68M +$1.98M +13,707 +117%
HTC
648
Haverford Trust Company
Pennsylvania
$3.67M -$148K -1,022 -4%
JG
649
Jefferies Group
New York
$3.65M -$5.55M -38,376 -60%
Fisher Asset Management
650
Fisher Asset Management
Washington
$3.65M -$98.5K -681 -3%
24 25
26
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