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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 %
BUB
751
BBVA USA Bancshares
Texas
$2.66M +$4.28K +32 +0.2%
MGIA
752
Matthew Goff Investment Advisor
Texas
$2.65M -$1.77M -13,259 -40%
SLG
753
Stanley-Laman Group
Pennsylvania
$2.65M -$105K -783 -4%
CPO
754
Cerity Partners OCIO
New York
$2.65M +$12.6K +94 +0.5%
SWMG
755
Signature Wealth Management Group
Georgia
$2.64M +$71.2K +533 +3%
IRF
756
IBM Retirement Fund
New York
$2.64M -$146K -1,092 -5%
PAM
757
PVG Asset Management
Colorado
$2.64M +$2.64M +19,743 New
MC
758
MRJ Capital
New York
$2.61M -$48.6K -364 -2%
WAM
759
Weatherly Asset Management
California
$2.57M +$134 +1 +0%
WS
760
Wedbush Securities
California
$2.55M +$120K +898 +5%
CB
761
Chemical Bank
Michigan
$2.55M -$283K -2,117 -10%
FCH
762
Freestone Capital Holdings
Washington
$2.55M +$24.7K +185 +1%
AFG
763
Albion Financial Group
Utah
$2.54M +$1.02M +7,672 +68%
FMW
764
Farr Miller & Washington
District of Columbia
$2.53M -$53.4K -400 -2%
AAIM
765
American Assets Investment Management
California
$2.52M – – –
CT
766
Cambridge Trust
Massachusetts
$2.52M +$37.3K +279 +2%
PPSG
767
Princeton Portfolio Strategies Group
New Jersey
$2.52M +$13.2K +99 +0.5%
Verition Fund Management
768
Verition Fund Management
Connecticut
$2.51M +$1.72M +12,904 +219%
IA
769
IFP Advisors
Florida
$2.5M -$517K -3,870 -17%
VAM
770
Visionary Asset Management
Texas
$2.5M +$134K +1,002 +6%
Marshall Wace
771
Marshall Wace
United Kingdom
$2.49M -$4.33M -32,450 -63%
ACP
772
Ashfield Capital Partners
California
$2.49M -$44.7K -335 -2%
AWA
773
Arete Wealth Advisors
Illinois
$2.49M +$966K +7,234 +64%
SPC
774
Sigma Planning Corp
Michigan
$2.46M -$244K -1,826 -9%
PFP
775
Pinnacle Financial Partners
Tennessee
$2.45M +$28.6K +214 +1%
29 30
31
32 33