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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 %
RHAM
1051
Round Hill Asset Management
California
$1.23M -$3.48K -26 -0.3%
SNBOSCI
1052
Security National Bank of Sioux City Iowa
Iowa
$1.23M +$17.1K +128 +1%
CF
1053
Centaurus Financial
California
$1.23M +$283K +2,122 +30%
MC
1054
Martin & Co
Tennessee
$1.22M -$40.1K -300 -3%
ACPU
1055
Arrowgrass Capital Partners (US)
Delaware
$1.22M +$1.22M +9,149 New
NPA
1056
Nichols & Pratt Advisers
Massachusetts
$1.22M -$112K -837 -8%
JWM
1057
JGP Wealth Management
Oregon
$1.21M +$1.21M +9,093 New
AA
1058
Ancora Advisors
Ohio
$1.21M -$194K -1,456 -14%
DE
1059
Day & Ennis
Georgia
$1.21M +$24.8K +186 +2%
OPTFSNA
1060
Old Point Trust & Financial Services N A
Virginia
$1.21M -$19.5K -146 -2%
PCG
1061
Private Capital Group
Connecticut
$1.21M +$168K +1,259 +16%
HCMT
1062
Highland Capital Management (Tennessee)
Tennessee
$1.21M -$15.4K -115 -1%
PHS
1063
Pekin Hardy Strauss
Illinois
$1.21M -$11.4K -85 -0.9%
HFM
1064
Hartford Financial Management
Connecticut
$1.2M +$485K +3,636 +68%
ITIM
1065
Indiana Trust & Investment Management
Indiana
$1.2M -$208K -1,558 -15%
MM
1066
Meridian Management
Arkansas
$1.19M – – –
CAM
1067
Claret Asset Management
Quebec, Canada
$1.19M +$36.5K +273 +3%
QCMC
1068
Quantum Capital Management (California)
California
$1.19M +$15.5K +116 +1%
HB
1069
Homrich & Berg
Georgia
$1.19M +$72.1K +540 +6%
WI
1070
WBI Investments
New Jersey
$1.19M -$864K -6,473 -42%
WKWM
1071
Walter & Keenan Wealth Management
Indiana
$1.19M -$62.9K -471 -5%
BIA
1072
Bigelow Investment Advisors
Maine
$1.19M +$30.2K +226 +3%
BEC
1073
Blue Edge Capital
Virginia
$1.19M – – –
SC
1074
Savant Capital
Illinois
$1.18M -$82.9K -621 -7%
PFS
1075
Prospera Financial Services
Texas
$1.18M +$123K +918 +12%
41 42
43
44 45