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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 %
FFWA
926
FRG Family Wealth Advisors
Washington
$1.68M -$163K -1,224 -9%
GI
927
GAMCO Investors
Connecticut
$1.67M -$33.8K -253 -2%
SS
928
Simplicity Solutions
Minnesota
$1.67M -$2.41K -18 -0.1%
GFA
929
Gifford Fong Associates
California
$1.66M – – –
EHWM
930
Eads & Heald Wealth Management
Georgia
$1.66M +$57.7K +432 +4%
TFA
931
Toth Financial Advisory
Virginia
$1.66M -$138K -1,031 -8%
Hudson Bay Capital Management
932
Hudson Bay Capital Management
Connecticut
$1.63M -$5.12M -38,311 -76%
BPC
933
Banque Pictet & Cie
Switzerland
$1.63M -$450K -3,368 -22%
TBNY
934
Trustco Bank (New York)
New York
$1.63M -$4.81K -36 -0.3%
CCA
935
Checchi Capital Advisers
California
$1.63M +$77.1K +577 +5%
WP
936
WMS Partners
Maryland
$1.61M -$438K -3,282 -21%
BHBT
937
Burke & Herbert Bank & Trust
Virginia
$1.61M -$2.4K -18 -0.1%
PCA
938
Personal Capital Advisors
California
$1.6M +$342K +2,557 +27%
APA
939
American Portfolios Advisors
New York
$1.6M +$175K +1,314 +12%
MJRIC
940
Mogy Joel R Investment Counsel
California
$1.59M -$55.8K -418 -3%
RT
941
Rockland Trust
Massachusetts
$1.58M -$229K -1,712 -13%
CIA
942
Cascade Investment Advisors
Oregon
$1.58M -$197K -1,475 -11%
BAM
943
Barrett Asset Management
New York
$1.58M -$1.3M -9,722 -45%
HVIA
944
Hudson Valley Investment Advisors
New York
$1.57M +$60.4K +452 +4%
BJL
945
Brighton Jones LLC
Washington
$1.57M +$134K +1,001 +9%
HW
946
Hancock Whitney
Mississippi
$1.57M +$33K +247 +2%
GW
947
GW & Wade
Massachusetts
$1.56M -$13.1K -98 -0.8%
CCG
948
Cypress Capital Group
Florida
$1.55M – – –
AB
949
Atlas Brown
Kentucky
$1.55M +$25.5K +184 +2%
CAM
950
CenterStar Asset Management
Illinois
$1.54M -$84K – –
36 37
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