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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 %
TAM
1251
Trillium Asset Management
Massachusetts
$745K – – –
IC
1252
Inverness Counsel
New York
$744K +$21.8K +163 +3%
CCB
1253
Cutter & Co Brokerage
Missouri
$738K – – –
BWAM
1254
Boyd Watterson Asset Management
Ohio
$736K +$935 +7 +0.1%
FI
1255
FormulaFolio Investments
Michigan
$735K +$170K +1,270 +30%
CG
1256
Clinton Group
New York
$728K +$728K +5,452 New
THWM
1257
Taylor Hoffman Wealth Management
Virginia
$727K +$21.2K +159 +3%
MCM
1258
Maryland Capital Management
Maryland
$722K -$31.3K -234 -4%
CIAS
1259
Capital Investment Advisory Services
North Carolina
$717K +$81.7K +611 +13%
NAMP
1260
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$715K +$4.27K +32 +0.6%
CPA
1261
Court Place Advisors
Maryland
$714K -$21K -157 -3%
RA
1262
RFG Advisory
Alabama
$711K +$54.8K +410 +8%
BOH
1263
Bank of Hawaii
Hawaii
$710K +$4.55K +34 +0.6%
CHA
1264
Cedar Hill Associates
Illinois
$708K +$443K +3,312 +167%
PWSG
1265
Pacific Wealth Strategies Group
California
$702K -$4.41K -33 -0.6%
TWM
1266
Titus Wealth Management
California
$702K +$42.3K +317 +6%
FCMC
1267
Founders Capital Management (Connecticut)
Connecticut
$701K -$144K -1,077 -17%
TYCC
1268
Texas Yale Capital Corp
Florida
$701K -$79.9K -598 -10%
QCG
1269
Quadrant Capital Group
Ohio
$701K -$64.1K -494 -8%
PC
1270
Port Capital
Illinois
$701K +$25.2K +189 +4%
BOC
1271
Barbara Oil Co
Illinois
$699K – – –
HSA
1272
Hussman Strategic Advisors
Maryland
$698K – – –
AUB
1273
Atlantic Union Bankshares
Virginia
$693K -$27.9K -209 -4%
CT
1274
Clearstead Trust
Maine
$691K -$94.3K -706 -12%
VCAM
1275
Van Cleef Asset Management
Ohio
$689K -$55.9K -419 -8%
49 50
51
52 53