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 %
SFG
676
Sather Financial Group
Texas
$3.42M -$1.1M -8,217 -24%
CSS
677
Cubist Systematic Strategies
Connecticut
$3.42M +$78K +584 +2%
HDIM
678
Hanson & Doremus Investment Management
Vermont
$3.4M -$497K -3,724 -13%
CS
679
Comerica Securities
Michigan
$3.37M +$30.9K +231 +0.9%
NC
680
Numen Capital
United Kingdom
$3.35M – – –
MA
681
Marshwinds Advisory
Georgia
$3.35M +$13.9K +104 +0.4%
NEAM
682
New England Asset Management
Connecticut
$3.34M +$363K +2,719 +12%
GCA
683
Guardian Capital Advisors
Ontario, Canada
$3.33M -$56.7K -408 -2%
WI
684
Wintrust Investments
Illinois
$3.3M +$2.44M +16,992 +286%
LDB
685
Lee, Danner & Bass
Tennessee
$3.29M -$261K -1,956 -7%
RVM
686
Robinson Value Management
Texas
$3.26M -$102K -763 -3%
PS
687
Pensionfund Sabic
Netherlands
$3.26M – – –
OWD
688
Osborn Williams & Donohoe
Ohio
$3.25M +$534 +4 +0%
AIP
689
Ameritas Investment Partners
Nebraska
$3.25M -$304K -2,278 -9%
PIM
690
Penobscot Investment Management
Massachusetts
$3.25M -$30.5K -228 -0.9%
HT
691
HighTower Trust
Texas
$3.25M +$767K +5,743 +31%
GC
692
Gratus Capital
Georgia
$3.23M -$375K -2,811 -10%
DIP
693
DT Investment Partners
Pennsylvania
$3.23M +$489K +3,660 +18%
GP
694
Greenline Partners
New York
$3.23M -$970K -7,262 -23%
TF
695
Tompkins Financial
New York
$3.23M -$31.8K -238 -1%
RW
696
Rand Wealth
Maryland
$3.22M – – –
SSG
697
Summit Securities Group
New York
$3.21M +$1.52M +11,401 +90%
CCP
698
Clifford Capital Partners
Utah
$3.2M +$730K +5,465 +30%
MFG
699
Monte Financial Group
Connecticut
$3.18M +$73.1K +547 +2%
CWM
700
Cornerstone Wealth Management
Missouri
$3.18M +$3.15M +461,775 +13,335%
26 27
28
29 30