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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 %
NIM
1326
Northeast Investment Management
Massachusetts
$609K -$18.2K -136 -3%
BOS
1327
Bingham Osborn & Scarborough
California
$609K -$5.61K -42 -0.9%
LCM
1328
Lucas Capital Management
New Jersey
$606K -$453K -3,392 -43%
TIM
1329
Tortoise Investment Management
New York
$606K – – –
RIM
1330
Reliant Investment Management
Tennessee
$603K -$117K -874 -16%
IIC
1331
Integrated Investment Consultants
Michigan
$603K -$66.2K -496 -10%
AWM
1332
AllSquare Wealth Management
New York
$601K +$13.2K +99 +2%
SWA
1333
Sutton Wealth Advisors
Florida
$599K – – –
DMK
1334
David M. Knott
$598K – – –
NB
1335
Nicolet Bankshares
Wisconsin
$596K -$15.8K -118 -3%
HIC
1336
Harvey Investment Company
Kentucky
$596K – – –
CB
1337
CNB Bank
Pennsylvania
$596K +$3.21K +24 +0.5%
EWM
1338
Empirical Wealth Management
Washington
$596K +$151K +1,131 +34%
SCI
1339
Stableford Capital II
Arizona
$594K – – –
AAM
1340
American Asset Management
Florida
$594K +$58K +434 +11%
CAG
1341
Csenge Advisory Group
Florida
$589K -$444K -3,325 -43%
CC
1342
Chicago Capital
Illinois
$589K -$6.27K -47 -1%
MMG
1343
Monetary Management Group
Missouri
$588K -$34.9K -261 -6%
CL
1344
CPWM LLC
Washington
$588K -$12.7K -95 -2%
CC
1345
Cornerstone Capital
California
$587K – – –
PFGIA
1346
Patriot Financial Group Insurance Agency
Massachusetts
$584K -$189K -1,417 -24%
PCM
1347
Palisade Capital Management
New Jersey
$583K – – –
HCP
1348
Holt Capital Partners
Texas
$583K – – –
LFA
1349
Legacy Financial Advisors
Kentucky
$580K -$33.7K -242 -5%
CP
1350
Coho Partners
Pennsylvania
$580K – – –
52 53
54
55 56