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 %
DJSG
1451
D.J. St. Germain
Massachusetts
$463K -$2.14K -16 -0.5%
GP
1452
Girard Partners
Pennsylvania
$461K -$174K -1,305 -27%
UC
1453
Unio Capital
New Jersey
$461K -$13.9K -104 -3%
WB
1454
Wilks Brothers
Texas
$461K +$461K +3,452 New
BDF
1455
Balasa Dinverno & Foltz
$458K -$43.8K -328 -9%
MFBTD
1456
MB Financial Bank - Trust Department
Illinois
$458K – – –
SJIM
1457
St. Johns Investment Management
Florida
$457K -$62.8K -470 -12%
RC
1458
Reik & Co
New York
$457K – – –
PVAM
1459
Pacific View Asset Management
California
$456K +$456K +3,413 New
DT
1460
Diversified Trust
Tennessee
$452K -$668 -5 -0.1%
IC
1461
Intersect Capital
California
$451K +$534 +4 +0.1%
SOAMC
1462
Spirit of America Management Corp
New York
$448K +$49K +367 +12%
CHAM
1463
Clear Harbor Asset Management
Connecticut
$446K -$6.01K -45 -1%
GWS
1464
Glassman Wealth Services
Virginia
$445K +$4.54K +34 +1%
VNA
1465
Valley National Advisers
Pennsylvania
$444K -$24.7K -185 -5%
PAM
1466
Pegasus Asset Management
New York
$443K – – –
HWA
1467
HCR Wealth Advisors
California
$441K +$69.9K +523 +19%
BCM
1468
Boltwood Capital Management
California
$440K -$22.1K -166 -5%
GRP
1469
Global Retirement Partners
California
$440K -$2.14K -16 -0.5%
BAM
1470
Belpointe Asset Management
Nevada
$439K -$142K -1,067 -24%
WWM
1471
Wagner Wealth Management
South Carolina
$439K -$7.08K -53 -2%
WA1
1472
Wimmer Associates 1
California
$438K +$134 +1 +0%
WC
1473
Weil Company
California
$436K +$140K +1,046 +47%
RP
1474
Reinhart Partners
Wisconsin
$434K -$25.1K -188 -5%
CFSG
1475
Community Financial Services Group
Vermont
$434K +$434K +3,249 New
57 58
59
60 61