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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
+$491M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$421M
3
Capital World Investors
Capital World Investors
California
+$295M
4
Morgan Stanley
Morgan Stanley
New York
+$227M
5
AAMU
Amundi Asset Management US
Massachusetts
+$126M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$206M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$181M
3
Goldman Sachs
Goldman Sachs
New York
-$170M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$170M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVWM
776
Point View Wealth Management
New Jersey
$2.45M +$39.5K +273 +2%
AWM
777
Altium Wealth Management
New York
$2.44M +$271K +1,878 +12%
SCM
778
Schnieders Capital Management
California
$2.43M -$67.8K -469 -3%
SWMG
779
Signature Wealth Management Group
Georgia
$2.42M +$153K +1,336 +7%
Victory Capital Management
780
Victory Capital Management
Texas
$2.41M +$210K +1,452 +10%
Massachusetts Financial Services
781
Massachusetts Financial Services
Massachusetts
$2.41M -$206M -1,423,701 -99%
FAB
782
First American Bank
Illinois
$2.41M +$2.41M +16,655 New
MCM
783
Marathon Capital Management
Maryland
$2.4M -$28.3K -196 -1%
CCM
784
Covington Capital Management
California
$2.39M -$1.91M -13,234 -44%
HSA
785
HBK Sorce Advisory
Pennsylvania
$2.38M -$72.4K -501 -3%
AMIM
786
Aull & Monroe Investment Management
Alabama
$2.38M +$15K +104 +0.6%
CICI
787
Capital Investment Counsel Inc
North Carolina
$2.38M -$24.9K -172 -1%
LNWWM
788
Laird Norton Wetherby Wealth Management
California
$2.38M +$242K +1,673 +11%
PCTC
789
Perkins Coie Trust Company
Washington
$2.38M -$16.3K -113 -0.7%
BRC
790
Bell Rock Capital
Delaware
$2.38M -$144K -995 -6%
MGIA
791
Matthew Goff Investment Advisor
Texas
$2.38M -$492K -3,403 -17%
ANTB
792
AMG National Trust Bank
Colorado
$2.37M +$90.8K +628 +4%
UAS
793
United Asset Strategies
New York
$2.36M +$137K +948 +6%
VNB
794
Virginia National Bank
Virginia
$2.35M +$2.35M +16,260 New
SRC
795
Shufro Rose & Co
New York
$2.35M -$63.5K -439 -3%
GA
796
GFS Advisors
Texas
$2.33M – – –
HCM
797
Hengehold Capital Management
Ohio
$2.33M +$143K +988 +7%
TAM
798
Taylor Asset Management
Ontario, Canada
$2.33M -$12.2M -84,203 -84%
RG
799
Rikoon Group
New Mexico
$2.33M -$859K -5,941 -27%
EF
800
Exeter Financial
Arizona
$2.32M +$29.9K +207 +1%
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