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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 %
IB
1476
Intrust Bank
Kansas
$433K -$42.9K -321 -9%
PAM
1477
Peak Asset Management
Colorado
$433K -$4.54K -34 -1%
S
1478
SimplyRich
California
$432K -$41.7K -312 -9%
FMLI
1479
Fukoku Mutual Life Insurance
Japan
$432K – – –
SAA
1480
Southeast Asset Advisors
Georgia
$430K – – –
SAM
1481
Strategy Asset Managers
California
$430K +$430K +3,222 New
ML
1482
McAdam LLC
Pennsylvania
$429K -$134 -1 -0%
HFA
1483
Huber Financial Advisors
Illinois
$429K +$134 +1 +0%
AMG
1484
Advisors Management Group
Wisconsin
$428K – – –
AAM
1485
Autus Asset Management
Arizona
$428K +$2.14K +16 +0.5%
BC
1486
Banced Corp
Illinois
$426K +$58.7K +439 +16%
AAP
1487
Arax Advisory Partners
Colorado
$424K -$11.3K -85 -3%
DA
1488
Denali Advisors
California
$421K -$8.2M -61,400 -95%
TNB
1489
Thomasville National Bank
Georgia
$421K -$32.1K -240 -7%
EAM
1490
Evanson Asset Management
California
$420K -$22.2K -166 -5%
TL
1491
TrueWealth LLC
Georgia
$420K +$45.6K +341 +12%
CBU
1492
CIBC Bank USA
Illinois
$419K -$101K -755 -19%
UFG
1493
United Fire Group
Iowa
$419K – – –
HCM
1494
Hutchinson Capital Management
California
$418K -$3.88K -29 -0.9%
FA
1495
FCG Advisors
New Jersey
$418K +$21.9K +164 +6%
6M
1496
6 Meridian
Kansas
$417K -$6.28K -47 -1%
PG
1497
Patten Group
Tennessee
$414K +$6.95K +52 +2%
NCM
1498
Neumann Capital Management
California
$412K -$222K -1,664 -35%
RTS
1499
Round Table Services
New Jersey
$412K -$84.3K -632 -17%
LSAG
1500
Lake Street Advisors Group
New Hampshire
$411K -$60.9K -456 -13%
58 59
60
61 62