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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 %
HPC
1301
Hobart Private Capital
North Carolina
$643K -$23.5K -176 -4%
HWA
1302
Heritage Wealth Advisors
Virginia
$642K -$38.6K -289 -6%
VA
1303
Valmark Advisers
Ohio
$641K -$33.6K -252 -5%
GAM
1304
Gemmer Asset Management
California
$641K +$370K +2,774 +137%
BWM
1305
Baystate Wealth Management
Massachusetts
$640K -$13.6K -98 -2%
BSPF
1306
British Steel Pension Fund
United Kingdom
$635K -$1.31M -9,848 -67%
MCM
1307
Maple Capital Management
Vermont
$635K -$34.5K -258 -5%
TC
1308
Trilogy Capital
California
$635K +$23.6K +177 +4%
KCM
1309
Kendall Capital Management
Maryland
$634K -$21.2K -159 -3%
REMPR
1310
Roof Eidam Maycock Peralta (REMP)
California
$634K +$267 +2 +0%
BMC
1311
Benin Management Corp
Connecticut
$633K +$17.4K +130 +3%
SAM
1312
SignalPoint Asset Management
Missouri
$632K -$29.2K -219 -4%
SFI
1313
SPC Financial Inc
Maryland
$632K – – –
SCA
1314
STALEY CAPITAL ADVISERS
Pennsylvania
$632K +$361K +2,704 +133%
EFSCE
1315
Enterprise Financial Services Corp (EFSC)
Missouri
$631K +$2.54K +19 +0.4%
NA
1316
Nottingham Advisors
New York
$629K – – –
AIA
1317
Armor Investment Advisors
North Carolina
$627K -$534 -4 -0.1%
SGAM
1318
Steinberg Global Asset Management
Florida
$626K -$58.6K -439 -9%
MC
1319
Middleton & Co
Massachusetts
$622K -$22.8K -171 -4%
FIB
1320
First Interstate Bank
Montana
$621K +$65.8K +492 +12%
SCC
1321
Spring Creek Capital
Kansas
$621K +$621K +4,646 New
SFSIG
1322
San Francisco Sentry Investment Group
California
$617K -$269K -2,013 -30%
BWP
1323
BSW Wealth Partners
Colorado
$616K +$29.8K +223 +5%
BA
1324
BKS Advisors
Michigan
$610K – – –
BIAS
1325
Beacon Investment Advisory Services
New Jersey
$609K -$117K -879 -16%
51 52
53
54 55