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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 %
CWM
1151
Concentric Wealth Management
California
$955K +$401 +3 +0%
FFA
1152
First Foundation Advisors
California
$948K +$2.94K +22 +0.3%
FFS
1153
Founders Financial Securities
Maryland
$944K -$8.55K -64 -0.9%
WP
1154
WealthSource Partners
California
$944K +$114K +854 +14%
EA
1155
Elm Advisors
California
$941K -$17.5K -131 -2%
CA
1156
Calton & Associates
Florida
$938K -$286K -2,037 -23%
SFM
1157
Signature Financial Management
Virginia
$936K +$475K +3,556 +103%
SC
1158
SouthState Corp
Florida
$935K -$146K -1,096 -14%
KC
1159
Kingfisher Capital
North Carolina
$935K -$78.1K -585 -8%
EWM
1160
Edge Wealth Management
New York
$932K -$2.43M -18,205 -72%
BRF
1161
B. Riley Financial
California
$932K -$26.2K -194 -3%
PV
1162
Private Vista
Illinois
$932K +$3.74K +28 +0.4%
CCM
1163
Carlson Capital Management
Minnesota
$931K +$232K +1,735 +33%
CS
1164
Cannell & Spears
New York
$927K -$124K -926 -12%
LPIC
1165
LeJeune Puetz Investment Counsel
Michigan
$922K -$87.2K -653 -9%
AWM
1166
Avitas Wealth Management
California
$919K +$919K +6,882 New
RI
1167
Ridgewood Investments
New Jersey
$917K -$16.6K -124 -2%
KFS
1168
Kurt F. Somerville
$916K -$24.4K -183 -3%
CRC
1169
Curi RMB Capital
Illinois
$915K +$148K +1,107 +19%
ANRIA
1170
American National Registered Investment Advisor
Texas
$914K – – –
PL
1171
Plancorp LLC
Missouri
$914K +$8.42K +63 +0.9%
TC
1172
Truvestments Capital
Florida
$914K +$914K +6,842 New
SWM
1173
Stockman Wealth Management
Montana
$910K +$7.34K +55 +0.8%
MCM
1174
Mork Capital Management
California
$908K – – –
JCP
1175
Jabre Capital Partners
Switzerland
$908K +$168K +1,255 +23%
45 46
47
48 49