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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 %
BC
1101
Burleson & Co
California
$1.09M +$216K +1,618 +25%
ATC
1102
Adirondack Trust Company
New York
$1.08M – – –
BBWA
1103
Bell & Brown Wealth Advisors
California
$1.08M +$50.3K +377 +5%
MHIC
1104
Marble Harbor Investment Counsel
Massachusetts
$1.08M -$248K -1,859 -19%
MIFH
1105
Migdal Insurance & Financial Holdings
Israel
$1.08M +$1.04M +7,798 +2,921%
AP
1106
Appleton Partners
Massachusetts
$1.07M +$89.5K +670 +9%
SCM
1107
SOL Capital Management
Maryland
$1.07M -$31.5K -236 -3%
EWM
1108
Evermay Wealth Management
Virginia
$1.06M -$39.1K -293 -4%
CT
1109
Chicago Trust
Illinois
$1.05M +$14K +105 +1%
BMM
1110
Buffington Mohr McNeal
Idaho
$1.05M -$99.8K -747 -9%
IA
1111
Icon Advisers
Colorado
$1.05M +$1.05M +7,845 New
BIC
1112
Beach Investment Counsel
Pennsylvania
$1.05M – – –
SFG
1113
SNS Financial Group
Minnesota
$1.04M -$7.75K -58 -0.7%
MCA
1114
Mercer Capital Advisers
New Jersey
$1.04M -$10.6K -79 -1%
MIC
1115
Meridian Investment Counsel
California
$1.04M -$16K -120 -2%
EB
1116
Eastern Bank
Massachusetts
$1.04M -$54.5K -408 -5%
CLOS
1117
Compagnie Lombard Odier SCmA
Switzerland
$1.03M – – –
KP
1118
Keel Point
Alabama
$1.02M +$401K +2,998 +64%
GLA
1119
Good Life Advisors
Pennsylvania
$1.02M +$37.8K +282 +4%
LCOV
1120
London Company of Virginia
Virginia
$1.02M -$328K -2,456 -24%
MYLI
1121
Meiji Yasuda Life Insurance
Japan
$1.02M -$656K -4,907 -39%
CWM
1122
Connecticut Wealth Management
Connecticut
$1.01M -$1.74K -13 -0.2%
CA
1123
Cornerstone Advisory
Maryland
$1.01M +$124K +928 +14%
TPWA
1124
TRUE Private Wealth Advisors
Oregon
$1M +$123K +918 +14%
BTNA
1125
Bremer Trust National Association
Minnesota
$1M +$591K +4,428 +144%
43 44
45
46 47