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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 %
EWM
1226
Endurance Wealth Management
Rhode Island
$801K +$3.47K +26 +0.4%
AAC
1227
Asset Advisors Corp
Georgia
$796K -$14K -105 -2%
EGA
1228
E&G Advisors
Texas
$796K – – –
YIA
1229
YHB Investment Advisors
Connecticut
$794K +$8.41K +63 +1%
SB
1230
Simmons Bank
Arkansas
$787K +$11.2K +84 +1%
Carson Wealth (CWM LLC)
1231
Carson Wealth (CWM LLC)
Nebraska
$786K +$97.1K +727 +14%
OA
1232
Oxbow Advisors
Texas
$781K -$107K -800 -12%
KTC
1233
Kistler-Tiffany Companies
Pennsylvania
$778K +$134 +1 +0%
BCM
1234
Breiter Capital Management
Florida
$777K +$163K +1,219 +27%
LCM
1235
Leisure Capital Management
California
$775K +$244K +1,824 +46%
FLPIM
1236
F.L. Putnam Investment Management
Massachusetts
$774K -$680K -5,094 -47%
VIA
1237
Vantage Investment Advisors
Pennsylvania
$770K -$3.2M -23,958 -81%
GRQ
1238
Gardner Russo & Quinn
Pennsylvania
$769K -$93.7K -701 -11%
RCA
1239
Rowland Carmichael Advisors
Arizona
$768K -$29.9K -224 -4%
GCC
1240
Game Creek Capital
Massachusetts
$768K +$419K +3,138 +120%
TCM
1241
Teza Capital Management
Illinois
$767K +$767K +5,743 New
MFW
1242
Meristem Family Wealth
Minnesota
$762K -$12.3K -92 -2%
GCA
1243
Gideon Capital Advisors
New York
$759K +$759K +5,685 New
CFA
1244
Capstone Financial Advisors
Illinois
$756K – – –
H
1245
HoyleCohen
California
$755K +$417K +3,123 +123%
SWM
1246
SVA Wealth Management
Wisconsin
$752K -$3.22M -24,098 -81%
MPWT
1247
MassMutual Private Wealth & Trust
Connecticut
$751K +$5.34K +40 +0.7%
ZAM
1248
Zevin Asset Management
Massachusetts
$749K -$255K -1,909 -25%
AMG
1249
Asset Management Group
Connecticut
$749K +$14.7K +110 +2%
CWM
1250
Chesapeake Wealth Management
Virginia
$746K +$344K +2,572 +85%
48 49
50
51 52