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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 %
BCM
1351
Becker Capital Management
Oregon
$578K -$24.5K -183 -4%
NL
1352
NWAM LLC
Washington
$578K +$1.87K +14 +0.3%
AIA
1353
AGF Investments America
Ontario, Canada
$578K +$13.2K +99 +2%
JMFC
1354
J.M. Forbes & Co
Massachusetts
$577K +$4.94K +37 +0.9%
BIA
1355
Barry Investment Advisors
Massachusetts
$576K +$67.6K +506 +13%
ACI
1356
Alpha Cubed Investments
California
$573K -$3.74K -28 -0.6%
BFC
1357
Bedel Financial Consulting
Indiana
$572K -$50K -375 -8%
CIP
1358
Cornerstone Investment Partners
Georgia
$572K – – –
ARMT
1359
Amica Retiree Medical Trust
Rhode Island
$569K – – –
MFG
1360
Merit Financial Group
Georgia
$568K -$10.9K -82 -2%
RIG
1361
Roosevelt Investment Group
New York
$565K -$28.9K -216 -5%
CCA
1362
Catalyst Capital Advisors
New York
$565K – – –
SCP
1363
Sandhill Capital Partners
New York
$563K -$668 -5 -0.1%
BRM
1364
Boston Research & Management
Massachusetts
$561K – – –
BA
1365
Birinyi Associates
Connecticut
$560K -$13.9K -104 -2%
WP
1366
WealthPLAN Partners
Nebraska
$560K +$320K +2,398 +133%
PAWC
1367
P.A.W. Capital
Connecticut
$559K +$559K +4,184 New
OC
1368
Oakworth Capital
Alabama
$558K -$27.9K -209 -5%
FWCM
1369
First Western Capital Management
California
$557K +$557K +4,170 New
HAC
1370
Harbor Advisory Corp
New Hampshire
$556K – – –
BWA
1371
BDO Wealth Advisors
Florida
$554K +$78.7K +590 +17%
Jacobs Levy Equity Management
1372
Jacobs Levy Equity Management
New Jersey
$552K +$552K +4,132 New
EM
1373
Emancipation Management
New York
$551K -$524K -3,922 -49%
MWAC
1374
Mariner Wealth Advisors (Cincinnati)
Ohio
$551K +$4.94K +37 +0.9%
FPS
1375
Fieldpoint Private Securities
Connecticut
$550K – – –
53 54
55
56 57