IBM icon

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 %
TI
1426
Truepoint Inc
Ohio
$496K +$421K +3,148 +559%
AIS
1427
AlphaOne Investment Services
Pennsylvania
$495K -$7.22M -54,045 -94%
DC
1428
Derby & Company
Massachusetts
$494K -$240K -1,799 -33%
LPT
1429
Legacy Private Trust
Wisconsin
$494K -$69.9K -523 -12%
SLT
1430
St Louis Trust
Missouri
$489K -$720K -5,387 -60%
NJBEST
1431
New Jersey Better Educational Savings Trust
New Jersey
$489K -$210K -1,569 -30%
AI
1432
Accredited Investors
Minnesota
$489K -$81K -607 -14%
BCM
1433
Bienville Capital Management
New York
$489K -$4.01K -30 -0.8%
QPWM
1434
Quadrant Private Wealth Management
Pennsylvania
$488K +$64.7K +485 +15%
MTC
1435
McDaniel Terry & Co
Texas
$487K +$1.07K +8 +0.2%
WWM
1436
Windsor Wealth Management
Indiana
$486K -$42K -314 -8%
AF
1437
Advisornet Financial
Minnesota
$485K +$23.5K +176 +5%
UF
1438
Univest Financial
Pennsylvania
$485K +$86.6K +649 +22%
SCP
1439
Syntal Capital Partners
Texas
$484K – – –
JIM
1440
Jupiter Investment Management
United Kingdom
$482K +$482K +3,610 New
SLA
1441
Silver Lake Advisory
Utah
$481K -$54K -367 -10%
IAMOG
1442
Investors Asset Management of Georgia
Georgia
$480K +$6.95K +52 +1%
DIM
1443
DC Investments Management
Virginia
$479K +$12.5K +94 +3%
OFG
1444
OmniStar Financial Group
North Carolina
$478K +$168K +1,257 +54%
ASA
1445
Armstrong Shaw Associates
Connecticut
$475K – – –
MA
1446
Mutual Advisors
Nebraska
$471K +$147K +1,105 +46%
FHB
1447
First Hawaiian Bank
Hawaii
$469K +$186K +1,388 +65%
CHA
1448
Cooper/Haims Advisors
New York
$466K +$133 +1 +0%
BFM
1449
Boothbay Fund Management
New York
$466K +$117K +874 +33%
TA
1450
Tiedemann Advisors
New York
$465K +$102K +766 +28%
56 57
58
59 60