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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 %
BMO
701
Beck Mack & Oliver
New York
$3.07M -$71.1K -492 -2%
SBIA
702
Sheaff Brock Investment Advisors
Indiana
$3.07M -$1.82M -12,579 -37%
IP
703
Intellectus Partners
California
$3.07M -$1.11M -7,680 -27%
HAIM
704
Hunter Associates Investment Management
Pennsylvania
$3.05M -$49.2K -340 -2%
SHCM
705
Stokes & Hubbell Capital Management
Louisiana
$3.04M +$96.6K +668 +3%
MIFH
706
Migdal Insurance & Financial Holdings
Israel
$3.04M +$1.87M +12,941 +160%
NSEDCP
707
NJ State Employees Deferred Compensation Plan
New Jersey
$3.02M – – –
DWM
708
Dakota Wealth Management
Florida
$3.01M +$3.01M +20,833 New
CT
709
Coastline Trust
Rhode Island
$3.01M +$83.3K +576 +3%
SSB
710
Sandy Spring Bank
Maryland
$3M -$143K -991 -5%
FNT
711
First National Trust
Pennsylvania
$3M -$303K -2,096 -9%
CA
712
Clearstead Advisors
Ohio
$2.99M +$6.22K +43 +0.2%
WS
713
Wedbush Securities
California
$2.99M +$223K +1,543 +8%
FCMT
714
Founders Capital Management (Texas)
Texas
$2.98M -$35.6K -246 -1%
ZCA
715
Zeke Capital Advisors
Pennsylvania
$2.97M +$1.54M +10,670 +108%
DCM
716
Dupont Capital Management
Delaware
$2.95M -$770K -5,324 -21%
CIC
717
Crawford Investment Counsel
Georgia
$2.94M -$121K -836 -4%
BP
718
BBR Partners
New York
$2.94M – – –
SCM
719
Sterneck Capital Management
Missouri
$2.94M -$389K -2,692 -12%
DSC
720
Duncker Streett & Co
Missouri
$2.93M -$18.8K -130 -0.6%
PCA
721
Personal Capital Advisors
California
$2.91M +$1.18M +8,139 +68%
DBIA
722
Dumont & Blake Investment Advisors
New Jersey
$2.9M +$22.3K +154 +0.8%
PH
723
Pinnacle Holdings
Oklahoma
$2.9M -$8.96K -62 -0.3%
CC
724
Cedar Capital
Illinois
$2.89M +$528K +3,654 +22%
AI
725
Atria Investments
North Carolina
$2.88M -$379K -2,620 -12%
27 28
29
30 31