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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 %
AWM
851
Altium Wealth Management
New York
$2.01M +$1.74M +13,027 +650%
NIMI
852
Natixis Investment Managers International
France
$2.01M +$619K +4,630 +45%
HIC
853
Holderness Investments Company
North Carolina
$2M +$28.6K +214 +1%
HIC
854
Hartline Investment Corp
Illinois
$2M -$259K -1,940 -11%
NA
855
Navellier & Associates
Nevada
$2M +$4.54K +34 +0.2%
MRCM
856
M&R Capital Management
New Jersey
$1.99M +$51.7K +387 +3%
CIC
857
Carnegie Investment Counsel
Ohio
$1.98M -$1.72M -12,573 -47%
FQ
858
First Quadrant
California
$1.98M – – –
LNWWM
859
Laird Norton Wetherby Wealth Management
California
$1.98M -$246K -1,840 -11%
FANJ
860
Financial Architects (New Jersey)
New Jersey
$1.96M +$32.5K +243 +2%
AP
861
Advisor Partners
California
$1.96M -$408K -3,052 -17%
FEG
862
Fund Evaluation Group
Ohio
$1.95M +$775K +5,800 +66%
ZIC
863
ZWJ Investment Counsel
Georgia
$1.95M – – –
BSW
864
Buckingham Strategic Wealth
Missouri
$1.94M +$302K +2,260 +18%
BB
865
Busey Bank
Illinois
$1.94M -$63K -472 -3%
SCA
866
Stokes Capital Advisors
South Carolina
$1.94M +$221K +1,658 +13%
IIM
867
Ipswich Investment Management
Massachusetts
$1.93M +$915K +6,851 +90%
HI
868
Horizon Investments
North Carolina
$1.92M +$115K +871 +6%
ECML
869
Eagle Capital Management (Louisiana)
Louisiana
$1.92M +$41.9K +314 +2%
MGIA
870
Moneta Group Investment Advisors
Missouri
$1.91M +$1.09M +8,194 +134%
SLF
871
Sun Life Financial
Ontario, Canada
$1.91M +$1.59M +11,876 +488%
IA
872
IFG Advisory
Georgia
$1.91M -$4.68K -35 -0.2%
AF
873
Arrow Financial
New York
$1.9M -$206K -1,540 -10%
VFA
874
Voya Financial Advisors
Connecticut
$1.89M -$89.8K -671 -5%
IC
875
Investment Counsel
Michigan
$1.89M +$19.6K +147 +1%
33 34
35
36 37