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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 %
W
776
Wealthfront
California
$2.45M -$877K -6,568 -26%
EHC
777
Everett Harris & Co
California
$2.44M -$250K -1,870 -9%
AWM
778
AE Wealth Management
Kansas
$2.41M -$716K -5,365 -23%
KIA
779
KCM Investment Advisors
California
$2.4M -$379K -2,836 -14%
CAM
780
Cacti Asset Management
Georgia
$2.4M – – –
SNT
781
Security National Trust
West Virginia
$2.4M -$21.6K -162 -0.9%
SFG
782
SevenBridge Financial Group
Pennsylvania
$2.38M +$41.4K +310 +2%
NAM
783
NTV Asset Management
West Virginia
$2.37M -$55.8K -418 -2%
ANI
784
American National Insurance
Texas
$2.37M – – –
OIM
785
Orca Investment Management
Oregon
$2.37M -$2.54K -19 -0.1%
SCA
786
Sippican Capital Advisors
Massachusetts
$2.36M +$891K +6,672 +61%
III
787
Independent Investors Inc
New York
$2.35M -$83.8K -628 -3%
ET
788
Equitable Trust
Tennessee
$2.35M +$2.35M +17,602 New
VFA
789
Valeo Financial Advisors
Indiana
$2.35M +$109K +801 +5%
ACM
790
Alpha Capital Management
Texas
$2.34M +$374K +2,803 +19%
Acadian Asset Management
791
Acadian Asset Management
Massachusetts
$2.34M +$474K +3,546 +25%
CIM
792
CenturyLink Investment Management
Colorado
$2.33M -$308K -2,305 -12%
BRC
793
Bell Rock Capital
Delaware
$2.33M +$94.2K +706 +4%
RCAG
794
Rehmann Capital Advisory Group
Michigan
$2.31M +$814K +6,092 +54%
SCM
795
Schnieders Capital Management
California
$2.31M +$76K +569 +3%
WSCM
796
Wellington Shields Capital Management
New York
$2.3M -$3.07K -23 -0.1%
IFWM
797
Institute for Wealth Management
Colorado
$2.3M +$2.18M +262,343 +1,807%
BL
798
BCWM LLC
Kansas
$2.29M +$2.29M +17,149 New
DWT
799
Dorsey & Whitney Trust
South Dakota
$2.28M -$676K -5,059 -23%
HSA
800
HBK Sorce Advisory
Pennsylvania
$2.27M -$154K -1,154 -6%
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