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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 %
GIA
876
GHP Investment Advisors
Colorado
$1.89M -$87.2K -603 -4%
Wealth Enhancement Advisory Services
877
Wealth Enhancement Advisory Services
Minnesota
$1.89M +$3.27K +27 +0.2%
VCM
878
Virtue Capital Management
Tennessee
$1.88M +$992K +6,865 +111%
CCM
879
Chilton Capital Management
Texas
$1.87M -$119K -820 -6%
Credit Agricole
880
Credit Agricole
France
$1.87M +$45.2K +313 +2%
SAMC
881
Spectrum Asset Management (California)
California
$1.87M +$1.87M +12,906 New
SC
882
Schulhoff & Co
Ohio
$1.86M – – –
BC
883
Brinker Capital
Pennsylvania
$1.86M +$257K +1,777 +16%
VFA
884
Valeo Financial Advisors
Indiana
$1.85M -$44.4K -402 -2%
WB
885
Webster Bank
Connecticut
$1.85M -$14.2K -98 -0.8%
FAIM
886
Financial Advocates Investment Management
Washington
$1.84M -$38.3K -265 -2%
HCM
887
Harvey Capital Management
Florida
$1.84M -$75.6K -523 -4%
TAM
888
Tiverton Asset Management
Delaware
$1.82M +$1.82M +12,616 New
EHWM
889
Eads & Heald Wealth Management
Georgia
$1.81M +$13.2K +91 +0.7%
CCC
890
Chelsea Counsel Company
California
$1.8M +$399K +2,762 +28%
GFA
891
Gifford Fong Associates
California
$1.8M – – –
SIC
892
Salem Investment Counselors
North Carolina
$1.8M -$66.8K -462 -4%
FBC
893
Fairfield, Bush & Co
Connecticut
$1.8M -$30.2K -209 -2%
FSA
894
Financial Sense Advisors
California
$1.79M +$120K +827 +7%
HI
895
Hudock Inc
Pennsylvania
$1.78M +$303K +2,094 +20%
B
896
Bailard
California
$1.78M -$185K -1,282 -9%
CM
897
Crestline Management
Texas
$1.78M -$2.38M -16,474 -57%
CYG
898
Clean Yield Group
Vermont
$1.76M +$223K +1,544 +15%
BPC
899
Banque Pictet & Cie
Switzerland
$1.75M -$18.1K -125 -1%
TBNY
900
Trustco Bank (New York)
New York
$1.74M -$18.8K -130 -1%
34 35
36
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