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IBM
IBM

Overview Fund Activity

1,921 hedge funds and large institutions have $79.6B invested in IBM in 2018 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 728 increasing their positions, 830 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,921
Holders Change
-22
Holders Change %
-1.13%
% of All Funds
43.99%
Holding in Top 10
65
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.49%
New
88
Increased
728
Reduced
830
Closed
91
Calls
$2.29B
Puts
$2.31B
Net Calls
-$26M
Net Calls Change
+$542M

Top Buyers

1
State Street
State Street
Massachusetts
+$491M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$421M
3
Capital World Investors
Capital World Investors
California
+$295M
4
Morgan Stanley
Morgan Stanley
New York
+$227M
5
AAMU
Amundi Asset Management US
Massachusetts
+$126M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$206M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$181M
3
Goldman Sachs
Goldman Sachs
New York
-$170M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$170M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
1101
Abbot Financial Management
Massachusetts
$1.07M – – –
OAM
1102
Oak Asset Management
California
$1.06M +$578 +4 +0.1%
PFS
1103
Prospera Financial Services
Texas
$1.06M -$127K -938 -11%
UCI
1104
Uncommon Cents Investing
Wisconsin
$1.06M – – –
CCA
1105
Cobblestone Capital Advisors
New York
$1.06M +$2.31K +16 +0.2%
EB
1106
Eastern Bank
Massachusetts
$1.06M -$63.8K -441 -6%
GD
1107
Grandfield & Dodd
New York
$1.06M – – –
SAM
1108
Summit Asset Management
Tennessee
$1.06M +$1.01K +7 +0.1%
FFS
1109
Founders Financial Securities
Maryland
$1.06M +$34.1K +236 +3%
MWM
1110
Mission Wealth Management
California
$1.05M -$556K -3,846 -35%
RHBC
1111
R.H. Bluestein & Co
Michigan
$1.04M -$7.52K -52 -0.7%
AP
1112
Atwood & Palmer
Missouri
$1.04M -$2.31K -16 -0.2%
AP
1113
Appleton Partners
Massachusetts
$1.04M -$122K -847 -11%
IIM
1114
Ironwood Investment Management
Massachusetts
$1.04M -$1.59K -11 -0.2%
BCM
1115
Bluefin Capital Management
New York
$1.04M +$1.04M +7,186 New
GC
1116
Guardian Capital
Ontario, Canada
$1.04M +$131K +907 +14%
WA
1117
Wealth Architects
California
$1.04M +$154K +1,063 +17%
BCM
1118
Breiter Capital Management
Florida
$1.04M +$195K +1,347 +23%
BSA
1119
Braun Stacey Associates
New York
$1.03M -$45.4K -314 -4%
KC
1120
Kingfisher Capital
North Carolina
$1.02M +$10.1K +70 +1%
EA
1121
Elm Advisors
California
$1.02M – – –
Koshinski Asset Management
1122
Koshinski Asset Management
Illinois
$1.02M +$440K +3,044 +76%
WC
1123
Whitnell & Co
Illinois
$1.02M -$195K -1,347 -16%
AFP
1124
Ausdal Financial Partners
Iowa
$1.01M -$225K -1,556 -18%
SFM
1125
Signature Financial Management
Virginia
$1.01M – – –
43 44
45
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