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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 %
S
1026
SignatureFD
Georgia
$1.32M -$79.8K -597 -6%
HCMNY
1027
Howard Capital Management (New York)
New York
$1.32M – – –
ZCA
1028
Zeke Capital Advisors
Pennsylvania
$1.32M -$2.15M -16,095 -62%
CNC
1029
Citizens & Northern Corp
Pennsylvania
$1.31M +$96.3K +721 +8%
WDA
1030
Wendell David Associates
New Hampshire
$1.3M +$48.9K +366 +4%
NEI
1031
Northwest & Ethical Investments
Ontario, Canada
$1.3M -$1.19M -8,891 -48%
LOAME
1032
Lombard Odier Asset Management (Europe)
United Kingdom
$1.3M +$68.4K +512 +6%
CCC
1033
Chelsea Counsel Company
California
$1.3M -$567K -4,246 -30%
RC
1034
Roundview Capital
New Jersey
$1.29M -$2.81K -21 -0.2%
FAM
1035
Fenimore Asset Management
New York
$1.29M – – –
WA
1036
Waverly Advisors
Alabama
$1.29M +$3.07K +23 +0.2%
QAM
1037
Quantres Asset Management
Cayman Islands
$1.29M +$1.29M +9,623 New
BP
1038
Ballentine Partners
Massachusetts
$1.28M +$267K +2,001 +27%
AIM
1039
Anchor Investment Management
South Carolina
$1.27M +$51K +382 +4%
SFS
1040
Strategic Financial Services
New York
$1.27M +$3.21K +24 +0.3%
CONA
1041
Capital One National Association
New York
$1.27M -$266K -1,988 -17%
DPIM
1042
Duff & Phelps Investment Management
Illinois
$1.27M -$26.6K -199 -2%
BFA
1043
Beaumont Financial Advisors
Massachusetts
$1.26M +$87.1K +652 +7%
AP
1044
Arlington Partners
Alabama
$1.26M +$706K +5,282 +126%
PGWM
1045
Parisi Gray Wealth Management
New Jersey
$1.26M -$681 -5 -0.1%
FG
1046
Fiduciary Group
Georgia
$1.25M -$765K -5,722 -38%
FWM
1047
Focused Wealth Management
New York
$1.24M -$651K -4,872 -34%
NSAM
1048
North Star Asset Management
Wisconsin
$1.23M +$75K +561 +6%
SFSG
1049
Stearns Financial Services Group
North Carolina
$1.23M -$91.6K -686 -7%
VI
1050
Versor Investments
New York
$1.23M +$72.9K +546 +6%
40 41
42
43 44