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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 %
ST
851
Somerset Trust
Pennsylvania
$2.02M +$3.32K +23 +0.2%
PAM
852
Peninsula Asset Management
Florida
$2.01M +$22.7K +157 +1%
VC
853
Vestor Capital
Illinois
$2.01M -$7.66K -53 -0.4%
SBSB
854
Sullivan, Bruyette, Speros & Blaney
Virginia
$2M -$7.66K -53 -0.4%
AB
855
AT Bancorp
Iowa
$1.99M – – –
RE
856
RBC Europe
United Kingdom
$1.98M -$8.96K -62 -0.5%
CG
857
Caprock Group
Idaho
$1.97M +$316K +2,189 +19%
GLA
858
Great Lakes Advisors
Illinois
$1.96M +$7.08K +49 +0.4%
MHIM
859
MacNealy Hoover Investment Management
Ohio
$1.96M -$11.3K -78 -0.6%
FM
860
Foster & Motley
Ohio
$1.96M +$16.2K +112 +0.8%
WSTAM
861
Wilbanks Smith & Thomas Asset Management
Virginia
$1.96M +$392K +2,712 +25%
FANJ
862
Financial Architects (New Jersey)
New Jersey
$1.96M -$164K -1,135 -8%
VAM
863
Verity Asset Management
North Carolina
$1.95M +$90.2K +624 +5%
BIA
864
Bigelow Investment Advisors
Maine
$1.95M +$664K +4,593 +52%
AF
865
Arrow Financial
New York
$1.95M -$113K -783 -5%
CAM
866
Chesapeake Asset Management
New York
$1.94M – – –
SCM
867
Stevens Capital Management
Pennsylvania
$1.94M -$30.1M -208,363 -94%
ADBIC
868
A.D. Beadell Investment Counsel
Wisconsin
$1.94M -$48.8K -338 -2%
PFS
869
Physicians Financial Services
North Carolina
$1.92M -$60.6K -419 -3%
CNAM
870
Campbell Newman Asset Management
Wisconsin
$1.92M – – –
CA
871
CapWealth Advisors
Tennessee
$1.91M +$1.33M +9,233 +230%
CAG
872
Crestwood Advisors Group
Massachusetts
$1.91M -$29.6K -205 -2%
CCA
873
Checchi Capital Advisers
California
$1.91M +$146K +1,008 +8%
FEG
874
Fund Evaluation Group
Ohio
$1.9M -$212K -1,464 -10%
EHC
875
Everett Harris & Co
California
$1.89M -$756K -5,232 -29%
33 34
35
36 37