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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 %
OAM
1176
Oxford Asset Management
United Kingdom
$901K +$664K +4,934 +281%
CA
1177
Cambridge Advisors
Nebraska
$896K -$6.94K -52 -0.8%
PTC
1178
Philadelphia Trust Company
Pennsylvania
$893K -$170K -1,276 -16%
WPC
1179
White Pine Capital
Minnesota
$893K +$45.4K +340 +5%
FRM
1180
Fox Run Management
Connecticut
$891K +$891K +6,673 New
CP
1181
Cumberland Partners
Ontario, Canada
$888K +$888K +6,648 New
1832 Asset Management
1182
1832 Asset Management
Ontario, Canada
$877K +$603K +4,375 +220%
OC
1183
Oarsman Capital
Wisconsin
$873K -$23K -172 -3%
TCOT
1184
Trust Company of Toledo
Ohio
$873K -$267 -2 -0%
MMPW
1185
Mitchell McLeod Pugh & Williams
Alabama
$869K – – –
PA
1186
Parallel Advisors
California
$869K +$46.5K +348 +6%
MWP
1187
MYCIO Wealth Partners
Pennsylvania
$868K +$14.3K +107 +2%
AWM
1188
Aries Wealth Management
Maine
$862K – – –
DAM
1189
Delta Asset Management
Tennessee
$861K -$8.28K -62 -1%
BMC
1190
Beaton Management Company
Massachusetts
$861K – – –
BCCM
1191
Bridge Creek Capital Management
Massachusetts
$856K -$59.4K -445 -6%
DAM
1192
Doheny Asset Management
California
$855K -$172K -1,286 -17%
MMHP
1193
Murphy Middleton Hinkle & Parker
Georgia
$855K – – –
SFG
1194
StrategIQ Financial Group
Indiana
$850K +$6.15K +46 +0.7%
MA
1195
MANA Advisors
New York
$849K +$849K +6,357 New
CM
1196
Cornerstone Management
Georgia
$848K -$48.9K -366 -5%
GC
1197
Guardian Capital
Ontario, Canada
$838K -$299K -2,241 -26%
BWA
1198
Burt Wealth Advisors
Maryland
$838K -$14.7K -110 -2%
CPR
1199
CSU Producer Resources
Ohio
$838K – – –
I2I
1200
Insight 2811 Inc
Illinois
$838K +$14K +105 +2%
46 47
48
49 50