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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 %
DWM
1076
Destination Wealth Management
California
$1.18M +$793K +5,936 +207%
PCAP
1077
Pratt Collard Advisory Partners
New York
$1.17M +$47.5K +356 +4%
VFPI
1078
Vantage Financial Partners (Illinois)
Illinois
$1.17M +$112K +837 +11%
HHAA
1079
Henry H. Armstrong Associates
Pennsylvania
$1.16M – – –
DTL
1080
Dynamic Technology Lab
Singapore
$1.16M +$1.16M +8,685 New
AFP
1081
Ausdal Financial Partners
Iowa
$1.14M +$208K +1,561 +22%
TL
1082
Tirschwell & Loewy
New York
$1.14M +$42.3K +317 +4%
Jones Financial Companies
1083
Jones Financial Companies
Missouri
$1.14M -$402K -3,011 -26%
FWM
1084
Frontier Wealth Management
Missouri
$1.14M -$102K -763 -8%
ECM
1085
EagleClaw Capital Management
Massachusetts
$1.13M +$378K +2,824 +50%
BO
1086
BRR OpCo
Ohio
$1.13M -$15.9K -119 -1%
WC
1087
Whitnell & Co
Illinois
$1.12M -$218K -1,633 -16%
VCM
1088
Vigilant Capital Management
Maine
$1.12M +$90.7K +679 +9%
CSUI
1089
Cincinnati Specialty Underwriters Insurance
Ohio
$1.12M – – –
PL
1090
Polianta Ltd
Jersey
$1.12M – – –
EWA
1091
EP Wealth Advisors
California
$1.12M -$6.95K -52 -0.6%
BWP
1092
Baldwin Wealth Partners
Massachusetts
$1.11M +$26.6K +199 +2%
CAL
1093
Capital Analysts LLC
Pennsylvania
$1.11M +$2.94K +22 +0.3%
GSBTD
1094
Glenview State Bank Trust Department
Illinois
$1.11M – – –
ECM
1095
Evergreen Capital Management
Washington
$1.11M -$59.7K -447 -5%
NFGCM
1096
Norman Fields Gottscho Capital Management
New York
$1.1M – – –
AIM
1097
Acropolis Investment Management
Missouri
$1.1M -$458K -3,431 -29%
BFM
1098
Boston Financial Management
Massachusetts
$1.09M -$821K -6,149 -43%
JCM
1099
Jacobi Capital Management
Pennsylvania
$1.09M +$226K +1,693 +26%
CWP
1100
Capital Wealth Planning
Florida
$1.09M +$1.09M +8,154 New
42 43
44
45 46