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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 %
WPA
1201
Winning Points Advisors
Florida
$837K – – –
MHS
1202
M Holdings Securities
Oregon
$836K +$17.6K +132 +2%
LA
1203
Lau Associates
Delaware
$835K – – –
GIP
1204
Granite Investment Partners
California
$832K -$175K -1,307 -17%
PFM
1205
Parsec Financial Management
North Carolina
$831K -$5.58M -41,770 -87%
WA
1206
Wheatland Advisors
Pennsylvania
$830K – – –
HCM
1207
Hutner Capital Management
Vermont
$827K -$762K -5,701 -48%
TIA
1208
Tiemann Investment Advisors
California
$827K -$2.54K -19 -0.3%
WC
1209
Whitney & Co
New York
$826K -$55.9K -419 -6%
SBWM
1210
Sunflower Bank Wealth Management
Arizona
$825K – – –
VCM
1211
Virtue Capital Management
Tennessee
$824K +$91.2K +683 +12%
MCWS
1212
McKinley Carter Wealth Services
West Virginia
$820K +$77.4K +579 +10%
BWM
1213
Buckley Wealth Management
Nevada
$819K -$28.8K -216 -3%
FMT
1214
First Mercantile Trust
Tennessee
$818K -$76.8K -575 -9%
CI
1215
CAZ Investments
Texas
$816K – – –
WA
1216
Wealth Architects
California
$815K -$2.54K -19 -0.3%
GBT
1217
Grove Bank & Trust
Florida
$813K -$51.9K -389 -6%
BOTW
1218
Bank of the West
California
$813K -$29.1K -218 -3%
TIA
1219
Trust Investment Advisors
Indiana
$806K – – –
NFG
1220
Nations Financial Group
Iowa
$804K -$65.5K -490 -8%
OIA
1221
Optimum Investment Advisors
Illinois
$803K -$40.4K -303 -5%
MIP
1222
Marietta Investment Partners
Wisconsin
$803K -$6.55K -49 -0.8%
CBA
1223
Coastal Bridge Advisors
Connecticut
$803K +$2.4K +18 +0.3%
SL
1224
Signition LP
New York
$803K +$803K +6,015 New
ADL
1225
Asset Dedication LLC
California
$802K -$8.66K -65 -1%
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49
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