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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 %
ED
701
Exane Derivatives
France
$3.17M +$373K +2,797 +13%
MAA
702
Matrix Asset Advisors
New York
$3.14M +$91.5K +685 +3%
TWA
703
TCI Wealth Advisors
Arizona
$3.09M -$30.9K -231 -1%
RC
704
RBO & Co
California
$3.09M -$112K -837 -3%
SCM
705
Sterneck Capital Management
Missouri
$3.07M -$870K -6,515 -22%
AIA
706
AIMZ Investment Advisors
California
$3.06M -$106K -795 -3%
CC
707
ClearArc Capital
Ohio
$3.05M -$335K -2,506 -10%
FNT
708
First National Trust
Pennsylvania
$3.05M -$323K -2,415 -10%
LCM
709
Laurion Capital Management
New York
$3.03M -$177K -1,326 -6%
VanEck Associates
710
VanEck Associates
New York
$3.03M +$3.03M +22,686 New
HAG
711
HighPoint Advisor Group
Illinois
$3.03M -$485K -3,493 -14%
AI
712
Atria Investments
North Carolina
$3.01M -$194K -1,449 -6%
MKC
713
M. Kraus & Co
Vermont
$2.99M -$34.2K -256 -1%
OA
714
Outfitter Advisors
Virginia
$2.99M -$111K -831 -4%
HT
715
Heritage Trust
Oklahoma
$2.97M -$1.6K -12 -0.1%
RIL
716
Rothschild Investment LLC
Illinois
$2.96M +$119K +889 +4%
TCM
717
Twin Capital Management
Pennsylvania
$2.96M -$8.42K -63 -0.3%
WWM
718
Willingdon Wealth Management
North Carolina
$2.95M +$90.5K +678 +3%
RG
719
Rikoon Group
New Mexico
$2.94M -$42.6K -319 -1%
NWP
720
Northstar Wealth Partners
Connecticut
$2.94M +$174K +1,300 +6%
OP
721
Oldfield Partners
United Kingdom
$2.91M – – –
HWM
722
Holloway Wealth Management
Florida
$2.91M -$3M – –
SSB
723
Sandy Spring Bank
Maryland
$2.91M -$725K -5,425 -20%
BMO
724
Beck Mack & Oliver
New York
$2.9M +$72.8K +545 +3%
PGA
725
Portland Global Advisors
Maine
$2.88M +$209K +1,566 +8%
27 28
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