IBM icon

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 %
PL
1001
Perpetual Ltd
Australia
$1.42M -$112K -837 -7%
RA
1002
Rational Advisors
New York
$1.42M +$665K +4,979 +88%
CYG
1003
Clean Yield Group
Vermont
$1.42M +$76K +569 +6%
MCM
1004
MAI Capital Management
Ohio
$1.41M -$232K -1,738 -14%
FFBTD
1005
First Financial Bank - Trust Division
Ohio
$1.41M -$44.2K -331 -3%
LRPA
1006
L. Roy Papp & Associates
Arizona
$1.4M -$326K -2,442 -19%
PP
1007
PagnatoKarp Partners
Virginia
$1.4M +$154K +1,150 +12%
ICOM
1008
Investment Counselors of Maryland
Maryland
$1.4M -$55.8K -418 -4%
QIM
1009
Quest Investment Management
Oregon
$1.4M – – –
FDCC
1010
Foster Dykema Cabot & Co
Massachusetts
$1.39M – – –
BRWA
1011
B. Riley Wealth Advisors
Florida
$1.39M +$155K +1,160 +13%
CCT
1012
Chemung Canal Trust
New York
$1.37M -$826K -6,189 -38%
HI
1013
Hudock Inc
Pennsylvania
$1.37M +$1.2K +9 +0.1%
CG
1014
Colony Group
Massachusetts
$1.36M -$83.4K -625 -6%
ACM
1015
Alta Capital Management
Utah
$1.36M +$30.7K +230 +2%
YWP
1016
YorkBridge Wealth Partners
New York
$1.35M +$21.8K +163 +2%
VC
1017
Vicus Capital
Pennsylvania
$1.35M +$148K +1,109 +12%
BHIA
1018
Birch Hill Investment Advisors
Massachusetts
$1.34M -$123K -920 -8%
SC
1019
Slow Capital
California
$1.34M -$11.6K -87 -0.9%
SFA
1020
Sequoia Financial Advisors
Ohio
$1.34M +$173K +1,295 +15%
IC
1021
InterOcean Capital
Illinois
$1.34M -$25.5K -191 -2%
CCM
1022
Compton Capital Management
Rhode Island
$1.34M +$113K +844 +9%
CFMC
1023
Curbstone Financial Management Corp
New Hampshire
$1.33M -$11.1K -83 -0.8%
BA
1024
Bristol Advisors
Pennsylvania
$1.33M +$908K +6,799 +217%
FAN
1025
Financial Advisors Network
California
$1.33M +$1.33M +9,936 New
39 40
41
42 43