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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 %
HTHT
1501
Hemenway Trust Hemenway Trust
New Hampshire
$411K -$47.7K -357 -10%
MWM
1502
Meridian Wealth Management
Kentucky
$411K -$11.1K -83 -3%
MCP
1503
Mirador Capital Partners
California
$411K -$7.08K -53 -2%
CA
1504
Capital Advantage
California
$410K +$15.2K +114 +4%
FNBSF
1505
First National Bank Sioux Falls
South Dakota
$410K +$112K +837 +37%
SIA
1506
Starfire Investment Advisers
Michigan
$409K -$51.4K -385 -11%
SCM
1507
Silvant Capital Management
Georgia
$408K – – –
RM
1508
Resource Management
Louisiana
$407K -$8K -60 -2%
POIA
1509
Pin Oak Investment Advisors
Texas
$407K +$30.5K +228 +8%
OCM
1510
One Capital Management
California
$406K +$36K +269 +10%
SMG
1511
Spectrum Management Group
Indiana
$405K – – –
WRF
1512
Waddell & Reed Financial
Kansas
$404K +$41K +307 +11%
SCM
1513
Salem Capital Management
Massachusetts
$402K – – –
MWM
1514
Mascoma Wealth Management
New Hampshire
$402K +$17.6K +132 +5%
MC
1515
Mathes Company
New York
$398K – – –
MF
1516
Magnetar Financial
Illinois
$398K +$398K +2,977 New
AIM
1517
Aspen Investment Management
Michigan
$396K -$3.61K -27 -0.9%
BOS
1518
Bank of Stockton
California
$396K – – –
CA
1519
Corrado Advisors
New Jersey
$396K +$129K +966 +48%
PIM
1520
Progressive Investment Management
Oregon
$395K -$26.4K -198 -6%
KS
1521
Karpas Strategies
Connecticut
$393K – – –
FHC
1522
First Heartland Consultants
Missouri
$392K -$88K -659 -18%
KFA
1523
Kays Financial Advisory
Georgia
$391K -$2.28M -17,059 -85%
CAM
1524
Cidel Asset Management
Ontario, Canada
$390K +$390K +2,919 New
AAM
1525
Aureus Asset Management
Massachusetts
$389K -$90K -673 -19%
59 60
61
62 63