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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 %
GAMC
901
Garner Asset Management Corp
Texas
$1.81M +$29.4K +220 +2%
TSW
902
Thompson Siegel & Walmsley
Virginia
$1.81M -$43.8K -328 -2%
FM
903
Foster & Motley
Ohio
$1.79M -$164K -1,225 -8%
CAM
904
Chesapeake Asset Management
New York
$1.79M – – –
FNBTCON
905
First National Bank & Trust Co of Newtown
Pennsylvania
$1.79M -$2.14K -16 -0.1%
CNAM
906
Campbell Newman Asset Management
Wisconsin
$1.77M -$280K -2,094 -14%
HCM
907
Harvey Capital Management
Florida
$1.77M -$59.4K -445 -3%
HFA
908
High Falls Advisors
New York
$1.77M -$325K -2,431 -16%
PWW
909
Pettyjohn Wood & White
Virginia
$1.76M -$329K -2,462 -16%
NAM
910
Needelman Asset Management
California
$1.76M +$10.6K +79 +0.6%
FHA
911
Flagship Harbor Advisors
Massachusetts
$1.75M +$32.6K +244 +2%
LNC
912
Lincoln National Corp
Pennsylvania
$1.74M -$214K -1,606 -11%
FAIM
913
Financial Advocates Investment Management
Washington
$1.74M +$11.8K +88 +0.7%
CL
914
Choreo LLC
Illinois
$1.74M -$364K -2,722 -17%
CBN
915
Cadence Bank NA
Texas
$1.73M -$1.1M -8,244 -39%
WB
916
Webster Bank
Connecticut
$1.72M -$206K -1,543 -11%
SIC
917
Salem Investment Counselors
North Carolina
$1.72M -$814K -6,098 -32%
SC
918
Schulhoff & Co
Ohio
$1.72M -$149K -1,114 -8%
VAM
919
Verity Asset Management
North Carolina
$1.72M +$74.5K +558 +5%
AL
920
Aspiriant LLC
California
$1.72M +$796K +5,961 +86%
PI
921
Pettee Investors
Connecticut
$1.71M – – –
SFG
922
Summit Financial Group
West Virginia
$1.71M -$27.9K -209 -2%
CPC
923
Congress Park Capital
New York
$1.69M -$75.1K -562 -4%
FBC
924
Fairfield, Bush & Co
Connecticut
$1.69M -$112K -837 -6%
Credit Agricole
925
Credit Agricole
France
$1.69M -$3.44M -25,774 -67%
35 36
37
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