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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 %
BFO
826
Biltmore Family Office
North Carolina
$2.14M – – –
SCI
827
S&CO Inc
Massachusetts
$2.13M – – –
XS
828
XR Securities
Illinois
$2.13M +$2.13M +15,964 New
AT
829
Arden Trust
Delaware
$2.12M -$14.7K -110 -0.7%
EF
830
Exeter Financial
Arizona
$2.12M -$97.4K -729 -4%
AAMA
831
Advanced Asset Management Advisors
Ohio
$2.11M -$1.11M -8,342 -35%
ANTB
832
AMG National Trust Bank
Colorado
$2.11M -$28.2K -211 -1%
BG
833
Bahl & Gaynor
Ohio
$2.09M -$94.2K -705 -4%
WIC
834
Whitegate Investment Counselors
New Hampshire
$2.09M – – –
HCM
835
Howland Capital Management
Massachusetts
$2.09M +$55.8K +418 +3%
Capstone Investment Advisors
836
Capstone Investment Advisors
New York
$2.06M -$3.84M -28,747 -65%
LJAC
837
L.J. Altfest & Co
New York
$2.06M -$592K -4,431 -22%
CIM
838
CIM Investment Management
Pennsylvania
$2.05M -$42.6K -319 -2%
HA
839
Halsey Associates
Connecticut
$2.05M -$1.1M -8,254 -35%
UAS
840
United Asset Strategies
New York
$2.05M +$922K +6,904 +82%
PAM
841
Premier Asset Management
Illinois
$2.05M -$159K -1,187 -7%
SFS
842
Sowell Financial Services
Arkansas
$2.05M +$307K +2,252 +18%
Victory Capital Management
843
Victory Capital Management
Texas
$2.03M -$267 -2 -0%
LWCFA
844
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.03M – – –
RCM
845
RNC Capital Management
California
$2.02M +$121K +909 +6%
HCM
846
Hengehold Capital Management
Ohio
$2.02M +$24.4K +183 +1%
Cetera Investment Advisers
847
Cetera Investment Advisers
Illinois
$2.02M -$188K -1,412 -9%
NCMW
848
Northern Capital Management (Wisconsin)
Wisconsin
$2.01M -$30.1K -225 -1%
CFG
849
Citizens Financial Group
Rhode Island
$2.01M -$100K -751 -5%
ST
850
Spinnaker Trust
Maine
$2.01M -$47.8K -358 -2%
32 33
34
35 36