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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 %
11A
1276
10-15 Associates
New York
$689K +$66.4K +497 +11%
MBT
1277
Montecito Bank & Trust
California
$688K -$88.7K -664 -11%
LIC
1278
Lodestar Investment Counsel
Illinois
$686K +$14.8K +111 +2%
P
1279
Pitcairn
Pennsylvania
$684K -$40.4K -302 -6%
GCP
1280
GSA Capital Partners
United Kingdom
$683K +$683K +5,115 New
BO
1281
Bank OZK
Arkansas
$680K -$92.9K -696 -12%
CPA
1282
Cowen Prime Advisors
New York
$678K +$246K +1,841 +57%
PWM
1283
Perigon Wealth Management
California
$676K -$325K -2,430 -32%
BFG
1284
Beacon Financial Group
Texas
$674K -$325K -2,435 -33%
GT
1285
Greenleaf Trust
Michigan
$673K +$99.9K +748 +17%
CCG
1286
Ceeto Capital Group
Florida
$671K – – –
AF
1287
Affiance Financial
Minnesota
$670K +$13.5K +101 +2%
FIM
1288
Frontier Investment Management
Texas
$669K -$137K -1,028 -17%
QCIG
1289
Quad-Cities Investment Group
Iowa
$668K +$133K +995 +25%
PMFA
1290
Plante Moran Financial Advisors
Michigan
$665K -$84.5K -632 -11%
AI
1291
ArchPoint Investors
Florida
$663K -$81.1K -607 -11%
IWM
1292
IHT Wealth Management
Illinois
$662K +$25K +187 +4%
TCOO
1293
Trust Company of Oklahoma
Oklahoma
$661K -$6.95K -52 -1%
JWA
1294
JFS Wealth Advisors
Pennsylvania
$660K -$34.6K -259 -5%
FCCM
1295
First City Capital Management
Georgia
$659K +$14K +105 +2%
IP
1296
Investment Partners
Ohio
$656K -$63K -472 -9%
CHA
1297
Carmichael Hill & Associates
Maryland
$654K +$668 +5 +0.1%
SCA
1298
SMH Capital Advisors
Texas
$652K +$16.2K +121 +3%
WIS
1299
Wright Investors Service
Connecticut
$647K +$802 +6 +0.1%
SHGA
1300
Sand Hill Global Advisors
California
$647K +$437K +3,275 +208%
50 51
52
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