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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 %
LW
651
Linscomb Wealth
Texas
$3.63M +$107K +801 +3%
ACM
652
Argyle Capital Management
Pennsylvania
$3.63M -$34.9K -261 -1%
FNFDCM
653
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.6M -$3.47K -26 -0.1%
Group One Trading
654
Group One Trading
Illinois
$3.59M +$1.16M +8,721 +48%
FPFS
655
First Personal Financial Services
North Carolina
$3.59M -$141K -1,055 -4%
FB
656
Fulton Bank
Pennsylvania
$3.58M -$38.3K -287 -1%
EFS
657
Essex Financial Services
Connecticut
$3.58M +$150K +1,122 +4%
MWA
658
Marshall Wace Asia
Hong Kong
$3.58M +$3.58M +26,809 New
SC
659
Searle & Co
Connecticut
$3.57M -$43.8K -328 -1%
BFIM
660
Beese Fulmer Investment Management
Ohio
$3.56M -$45.4K -340 -1%
DWM
661
Darwin Wealth Management
Florida
$3.55M +$44.3K +332 +1%
QT
662
Quantbot Technologies
New York
$3.54M +$3.54M +26,539 New
WAM
663
Wealthspire Advisors (Maryland)
Maryland
$3.54M -$160K -1,201 -4%
AIS
664
Accurate Investment Solutions
Pennsylvania
$3.53M +$108K +810 +3%
HTC
665
Haverford Trust Company
Pennsylvania
$3.53M -$317K -2,374 -8%
ASN
666
Advisory Services Network
Georgia
$3.48M +$149K +1,059 +4%
CMO
667
Covenant Multifamily Offices
Texas
$3.48M +$332K +2,485 +11%
PT
668
Plimoth Trust
Massachusetts
$3.48M +$90.7K +679 +3%
Fisher Asset Management
669
Fisher Asset Management
Washington
$3.46M +$230K +1,724 +7%
AIA
670
Allied Investment Advisors
Montana
$3.45M -$61.4K -460 -2%
CAM
671
Cubic Asset Management
Massachusetts
$3.45M -$27.2K -204 -0.8%
SWM
672
SeaCrest Wealth Management
New York
$3.44M -$293K -2,192 -8%
DCM
673
Dupont Capital Management
Delaware
$3.44M +$953K +7,135 +38%
PFSC
674
Peoples Financial Services Corp
Pennsylvania
$3.44M -$118K -881 -3%
BS
675
Boenning & Scattergood
Pennsylvania
$3.44M +$3.44M +25,718 New
25 26
27
28 29