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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 %
BUB
726
BBVA USA Bancshares
Texas
$2.88M +$5.06K +35 +0.2%
BTW
727
Boston Trust Walden
Massachusetts
$2.86M -$182K -1,258 -6%
W
728
Wealthfront
California
$2.83M +$182K +1,260 +7%
MIM
729
Marco Investment Management
Georgia
$2.83M -$51.5K -356 -2%
FCH
730
Freestone Capital Holdings
Washington
$2.81M +$50.9K +352 +2%
AFG
731
Albion Financial Group
Utah
$2.79M +$42.5K +294 +2%
SLG
732
Stanley-Laman Group
Pennsylvania
$2.77M -$98.7K -683 -3%
HAG
733
HighPoint Advisor Group
Illinois
$2.75M +$42K +338 +2%
CB
734
Chemical Bank
Michigan
$2.74M -$19.4K -134 -0.7%
WAM
735
Weatherly Asset Management
California
$2.74M -$43.8K -303 -2%
AAIM
736
American Assets Investment Management
California
$2.73M – – –
ACP
737
Ashfield Capital Partners
California
$2.68M -$14.3K -99 -0.5%
OIM
738
Orca Investment Management
Oregon
$2.67M +$108K +746 +4%
LIM
739
Leavell Investment Management
Alabama
$2.66M +$632K +4,373 +31%
PPSG
740
Princeton Portfolio Strategies Group
New Jersey
$2.65M -$70.1K -485 -3%
SPC
741
Sigma Planning Corp
Michigan
$2.64M -$24.3K -168 -0.9%
RCAG
742
Rehmann Capital Advisory Group
Michigan
$2.63M +$127K +879 +5%
SNT
743
Security National Trust
West Virginia
$2.61M +$18.8K +130 +0.7%
FMW
744
Farr Miller & Washington
District of Columbia
$2.61M -$129K -889 -5%
WSCM
745
Wellington Shields Capital Management
New York
$2.61M +$118K +814 +5%
KRSITF
746
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.61M +$176K +1,217 +7%
ET
747
Equitable Trust
Tennessee
$2.61M +$61.4K +425 +2%
VAM
748
Visionary Asset Management
Texas
$2.6M -$96.4K -667 -4%
CAM
749
Cacti Asset Management
Georgia
$2.59M – – –
ST
750
Spinnaker Trust
Maine
$2.59M +$414K +2,866 +19%
28 29
30
31 32