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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 %
PGA
676
Portland Global Advisors
Maine
$3.33M +$212K +1,466 +7%
AWM
677
AE Wealth Management
Kansas
$3.3M +$698K +4,828 +27%
GCA
678
Guardian Capital Advisors
Ontario, Canada
$3.29M -$74.3K -528 -2%
RC
679
RBO & Co
California
$3.28M -$60.6K -419 -2%
ST
680
Smithfield Trust
Pennsylvania
$3.26M +$352K +2,437 +12%
RMA
681
Roffman Miller Associates
Pennsylvania
$3.25M -$1.35M -9,372 -29%
ODCM
682
Old Dominion Capital Management
Virginia
$3.24M +$3.24M +22,443 New
RIL
683
Rothschild Investment LLC
Illinois
$3.24M +$34.7K +240 +1%
GJIC
684
Gamble Jones Investment Counsel
California
$3.22M +$96.3K +666 +3%
FB
685
Fulton Bank
Pennsylvania
$3.21M -$672K -4,645 -17%
TWA
686
TCI Wealth Advisors
Arizona
$3.21M -$134K -924 -4%
HT
687
Heritage Trust
Oklahoma
$3.2M -$13.7K -95 -0.4%
MKC
688
M. Kraus & Co
Vermont
$3.19M -$50.6K -350 -2%
ED
689
Exane Derivatives
France
$3.17M -$258K -1,786 -8%
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.17M -$1.1M -7,579 -26%
TCM
691
Twin Capital Management
Pennsylvania
$3.15M -$52.9K -366 -2%
GC
692
Gratus Capital
Georgia
$3.14M -$362K -2,503 -10%
BAM
693
Berkshire Asset Management
Pennsylvania
$3.13M +$72.7K +503 +2%
CPO
694
Cerity Partners OCIO
New York
$3.12M +$253K +1,752 +9%
BOCM
695
Bontempo Ohly Capital Management
Maryland
$3.11M +$174K +1,205 +6%
HT
696
HighTower Trust
Texas
$3.1M -$411K -2,840 -12%
BFO
697
Boston Family Office
Massachusetts
$3.08M -$19.1K -132 -0.6%
PFP
698
Pinnacle Financial Partners
Tennessee
$3.08M +$427K +2,952 +16%
CI
699
Cigna Investments
Connecticut
$3.08M -$149K -1,352 -5%
Verition Fund Management
700
Verition Fund Management
Connecticut
$3.07M +$351K +2,430 +13%
26 27
28
29 30