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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 %
VWM
1376
Venturi Wealth Management
Texas
$548K – – –
DAM
1377
Diamant Asset Management
Connecticut
$548K – – –
AIM
1378
Assured Investment Management
New York
$548K +$548K +4,106 New
SMH
1379
Sanders Morris Harris
Texas
$547K – – –
CA
1380
Cortland Associates
Missouri
$544K – – –
AC
1381
Alexandria Capital
Virginia
$543K -$13.9K -104 -2%
FCFS
1382
First Command Financial Services
Texas
$543K +$65.4K +489 +14%
FCB
1383
First Command Bank
Texas
$543K +$65.4K +489 +14%
KA
1384
Kovack Advisors
Florida
$541K -$190K -1,422 -26%
KWM
1385
Kingsview Wealth Management
Oregon
$540K -$934 -7 -0.2%
TC
1386
Telemus Capital
Michigan
$540K -$668 -5 -0.1%
PAS
1387
Professional Advisory Services
Florida
$539K -$30.7K -230 -5%
PWP
1388
Private Wealth Partners
California
$539K -$3.74K -28 -0.7%
PAS
1389
Partnervest Advisory Services
California
$538K -$2.45M -18,331 -82%
CWA
1390
Cypress Wealth Advisors
California
$538K -$62.1K -465 -10%
SMC
1391
Smith, Moore & Co
Missouri
$538K -$4.81K -36 -0.9%
HBT
1392
Hills Bank & Trust
Iowa
$538K +$113K +844 +27%
RAM
1393
Roanoke Asset Management
New Jersey
$537K – – –
TCM
1394
Telos Capital Management
California
$537K +$17.1K +128 +3%
CA
1395
CapWealth Advisors
Tennessee
$536K -$5.08M -37,988 -90%
PCM
1396
Penserra Capital Management
California
$536K +$402K +3,907 +301%
BCB
1397
Brian C. Broderick
$535K – – –
Koshinski Asset Management
1398
Koshinski Asset Management
Illinois
$535K +$63.6K +476 +13%
BCM
1399
BlueCrest Capital Management
Jersey
$535K +$535K +4,003 New
AWM
1400
Altavista Wealth Management
North Carolina
$534K -$35.8K -268 -6%
54 55
56
57 58