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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 %
FSA
951
Financial Sense Advisors
California
$1.54M +$399K +2,991 +35%
VWM
952
Valley Wealth Managers
New Jersey
$1.54M +$1.54M +11,519 New
LMAM
953
Legg Mason Asset Management
Japan
$1.54M -$363K -2,720 -19%
SACTSONJ
954
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.54M -$140K -1,046 -8%
APP
955
Avantax Planning Partners
Iowa
$1.54M -$16.7K -125 -1%
CCM
956
Cribstone Capital Management
Maine
$1.53M +$284K +2,125 +23%
CG
957
Caprock Group
Idaho
$1.53M +$319K +2,391 +26%
WIC
958
Wilkins Investment Counsel
Massachusetts
$1.53M – – –
DMC
959
Drexel Morgan & Co
Pennsylvania
$1.53M +$163K +1,220 +12%
AF
960
Allworth Financial
California
$1.52M -$27.5K -206 -2%
CCT
961
Capital City Trust
Florida
$1.52M +$116K +867 +8%
VIA
962
Vident Investment Advisory
Georgia
$1.51M +$263K +1,966 +21%
CIA
963
Choate Investment Advisors
Massachusetts
$1.51M -$413K -3,092 -21%
WTB
964
Washington Trust Bank
Washington
$1.51M -$63.2K -473 -4%
NC
965
NewSquare Capital
Pennsylvania
$1.51M +$263K +1,878 +21%
NAM
966
NorthCoast Asset Management
Connecticut
$1.51M -$37.9K -284 -2%
DDC
967
DF Dent & Co
Maryland
$1.51M +$8.95K +67 +0.6%
1WA
968
180 Wealth Advisors
Washington
$1.51M +$98.3K +736 +7%
FBT
969
First Bankers Trust
Kentucky
$1.5M -$44.1K -330 -3%
PTC
970
Private Trust Company
Ohio
$1.49M -$516K -3,863 -26%
HFBOT
971
Home Federal Bank of Tennessee
Tennessee
$1.49M -$6.41K -48 -0.4%
MWM
972
Mission Wealth Management
California
$1.49M +$446K +3,336 +43%
BC
973
Brinker Capital
Pennsylvania
$1.48M +$126K +942 +9%
IWA
974
Intercontinental Wealth Advisors
Texas
$1.48M -$84.3K -631 -5%
SL
975
Summitry LLC
California
$1.48M +$125K +932 +9%
37 38
39
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