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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 %
NERM
976
New England Research & Management
Illinois
$1.47M -$21K -157 -1%
EI
977
EDMP Inc
Florida
$1.47M -$29.9K -224 -2%
NHC
978
Nicholas Hoffman & Company
Georgia
$1.47M +$74.6K +559 +5%
FFA
979
Fragasso Financial Advisors
Pennsylvania
$1.47M +$18K +135 +1%
MAA
980
Mraz Amerine & Associates
California
$1.46M -$48.1K -360 -3%
AAS
981
Annex Advisory Services
Wisconsin
$1.46M +$62.5K +468 +4%
PWMAG
982
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46M +$168K +1,261 +13%
SBL
983
Sargent Bickham Lagudis
Colorado
$1.46M +$43.4K +325 +3%
DHFB
984
Dixon Hubard Feinour & Brown
Virginia
$1.46M +$67.9K +508 +5%
PGIM
985
Pacific Global Investment Management
California
$1.45M -$281K -2,103 -16%
CFA
986
Carroll Financial Associates
North Carolina
$1.45M +$92.5K +693 +7%
FMWA
987
Forvis Mazars Wealth Advisors
Missouri
$1.45M -$87.8K -657 -6%
MWM
988
Modera Wealth Management
New Jersey
$1.45M +$266K +1,994 +23%
WSTAM
989
Wilbanks Smith & Thomas Asset Management
Virginia
$1.45M +$42.3K +317 +3%
FNB
990
Farmers National Bank
Kentucky
$1.44M +$442K +3,308 +44%
WOC
991
West Oak Capital
California
$1.44M -$111K -831 -7%
SMM
992
Stadion Money Management
Georgia
$1.44M -$151K -1,133 -10%
JIC
993
Joel Isaacson & Co
New York
$1.43M -$58K -434 -4%
SAM
994
Sawgrass Asset Management
Florida
$1.43M +$6.95K +52 +0.5%
FC
995
Forte Capital
New York
$1.43M -$86.7K -649 -6%
Parnassus Investments
996
Parnassus Investments
California
$1.42M -$138M -1,035,341 -99%
LAM
997
Lingohr Asset Management
Germany
$1.42M -$108K -812 -7%
SCM
998
Southport Capital Management
Tennessee
$1.42M -$85.2K -638 -6%
CPIA
999
Cornell Pochily Investment Advisors
New York
$1.42M +$105K +785 +8%
LIM
1000
Loudon Investment Management
New Hampshire
$1.42M -$8.55K -64 -0.6%
38 39
40
41 42