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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 %
PCA
1126
Providence Capital Advisors
North Carolina
$1M +$23K +172 +2%
BAM
1127
Brave Asset Management
New Jersey
$1M +$107K +798 +12%
MCM
1128
Manchester Capital Management
Vermont
$999K +$221K +1,652 +28%
GA
1129
Greytown Advisors
Florida
$996K +$66.7K +499 +7%
BSA
1130
Braun Stacey Associates
New York
$995K – – –
JCM
1131
Jag Capital Management
Missouri
$992K +$23.9K +179 +2%
AWCI
1132
Alpine Woods Capital Investors
New York
$988K – – –
SNBOSD
1133
Security National Bank of So Dak
Iowa
$987K +$4.95K +37 +0.5%
IAA
1134
Independent Advisor Alliance
North Carolina
$987K +$10.9K +86 +1%
AFM
1135
Abbot Financial Management
Massachusetts
$986K +$657K +4,924 +200%
OAM
1136
Oak Asset Management
California
$983K -$252K -1,885 -20%
UCI
1137
Uncommon Cents Investing
Wisconsin
$979K -$9.88K -74 -1%
GD
1138
Grandfield & Dodd
New York
$978K -$24.4K -183 -2%
DA
1139
DSC Advisors
Illinois
$978K +$107K +804 +12%
CCA
1140
Cobblestone Capital Advisors
New York
$978K +$127K +949 +15%
MNBTD
1141
Moody National Bank Trust Division
Texas
$976K -$1.4M -10,460 -59%
SAM
1142
Summit Asset Management
Tennessee
$975K -$13K -97 -1%
EAM
1143
Eagle Asset Management
Florida
$974K +$484K +3,623 +99%
RHBC
1144
R.H. Bluestein & Co
Michigan
$971K -$79.4K -595 -8%
FA
1145
FDx Advisors
Illinois
$968K -$1.05M -7,838 -52%
AP
1146
Atwood & Palmer
Missouri
$966K -$243K -1,822 -20%
BSB
1147
Bangor Savings Bank
Maine
$963K +$52K +390 +6%
IIM
1148
Ironwood Investment Management
Massachusetts
$962K – – –
MVA
1149
Mount Vernon Associates
Maryland
$958K -$108K -809 -10%
CCM
1150
Crossvault Capital Management
Texas
$957K +$45.4K +340 +5%
44 45
46
47 48