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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 %
ECM
801
Everence Capital Management
Indiana
$2.27M – – –
DAS
802
Dynamic Advisor Solutions
Arizona
$2.25M -$35K -262 -2%
RIM
803
Rampart Investment Management
Connecticut
$2.25M -$149K -1,116 -6%
KRSITF
804
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.25M -$494K -3,696 -18%
SYBT
805
Stock Yards Bank & Trust
Kentucky
$2.25M +$26.3K +197 +1%
MCM
806
Marathon Capital Management
Maryland
$2.24M +$177K +1,323 +9%
Kovitz Investment Group Partners
807
Kovitz Investment Group Partners
Illinois
$2.23M +$71.6K +536 +3%
SRC
808
Shufro Rose & Co
New York
$2.23M -$41.5K -311 -2%
ACS
809
Archford Capital Strategies
Illinois
$2.23M -$132K -992 -6%
PVWM
810
Point View Wealth Management
New Jersey
$2.23M +$88.7K +664 +4%
CICI
811
Capital Investment Counsel Inc
North Carolina
$2.22M +$479K +3,587 +27%
NFG
812
Next Financial Group
Texas
$2.22M -$267 -2 -0%
BWM
813
BerganKDV Wealth Management
Minnesota
$2.22M +$32.2K +241 +1%
IR
814
IAT Reinsurance
New York
$2.22M -$908K -6,799 -29%
PCTC
815
Perkins Coie Trust Company
Washington
$2.21M +$534 +4 +0%
VNA
816
VNBTrust National Association
Virginia
$2.21M -$31.4K -235 -1%
NSIM
817
North Star Investment Management
Illinois
$2.2M -$65.8K -493 -3%
CCFCSB
818
Cape Cod Five Cents Savings Bank
Massachusetts
$2.2M -$201K -1,508 -8%
NCM
819
Narwhal Capital Management
Georgia
$2.2M -$57.2K -428 -3%
AMIM
820
Aull & Monroe Investment Management
Alabama
$2.19M -$41.9K -314 -2%
LWAC
821
Laurel Wealth Advisors (California)
California
$2.19M +$59.4K +445 +3%
CC
822
Cedar Capital
Illinois
$2.18M +$740K +5,542 +51%
NB
823
Northwest Bancshares
Pennsylvania
$2.17M +$186K +1,392 +9%
GA
824
GFS Advisors
Texas
$2.15M +$638K +4,775 +42%
Wealth Enhancement Advisory Services
825
Wealth Enhancement Advisory Services
Minnesota
$2.15M -$1.05M -7,574 -33%
31 32
33
34 35