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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 %
ACM
1401
AlphaStar Capital Management
North Carolina
$531K -$18.2K -136 -3%
CTA
1402
Colonial Trust Advisors
South Carolina
$528K -$160K -1,197 -23%
Fiera Capital (Canada)
1403
Fiera Capital (Canada)
Quebec, Canada
$528K +$210K +1,576 +66%
SXL
1404
Summit X LLC
Missouri
$525K -$273K -2,046 -34%
MAM
1405
Mastrapasqua Asset Management
Tennessee
$525K -$212K -1,584 -29%
CCP
1406
Corient Capital Partners
California
$525K +$128K +958 +32%
PCMC
1407
Paragon Capital Management (Colorado)
Colorado
$520K – – –
ACP
1408
Aviance Capital Partners
Florida
$520K +$4.01K +30 +0.8%
CCG
1409
Chatham Capital Group
Georgia
$518K -$21.5K -161 -4%
BST
1410
Bath Savings Trust
Maine
$518K -$1.07K -8 -0.2%
HCC
1411
Hirtle Callaghan & Co
Pennsylvania
$517K -$168K -1,255 -24%
LCM
1412
Liberty Capital Management
Michigan
$516K -$69.8K -523 -12%
OIWM
1413
OptiFour Integrated Wealth Management
Virginia
$516K +$133 +1 +0%
IRC
1414
Investors Research Corp
Georgia
$514K +$91.5K +685 +22%
PA
1415
Planning Alternatives
Michigan
$514K +$514K +3,851 New
JT
1416
Jump Trading
Illinois
$511K +$509K +3,810 +23,813%
HH
1417
Hilltop Holdings
Texas
$510K +$115K +859 +29%
WCM
1418
Weik Capital Management
Pennsylvania
$507K -$51K -382 -9%
BW
1419
Bison Wealth
Georgia
$505K +$57.3K +429 +13%
ANBT
1420
American National Bank & Trust
Texas
$504K -$22.6K -169 -4%
NG
1421
Northstar Group
New York
$503K -$71.1K -532 -12%
AAM
1422
Ascension Asset Management
New York
$503K – – –
BCM
1423
BTR Capital Management
California
$503K – – –
CCM
1424
Coldstream Capital Management
Washington
$503K +$22.3K +167 +5%
PK
1425
Pflug Koory
Nebraska
$501K -$112K -837 -18%
55 56
57
58 59