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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
$9.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$555M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.78B
5
Ameriprise
Ameriprise
Minnesota
$360M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$506M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$648M
3
Capital World Investors
Capital World Investors
California
$279M
4
Goldman Sachs
Goldman Sachs
New York
$949M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$378M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
1651
Summit Financial Wealth Advisors
Louisiana
$292K -$56.7K -386 -16%
AssetMark Inc
1652
AssetMark Inc
California
$292K -$15.9K -119 -5%
FIMG
1653
Financial & Investment Management Group
Michigan
$292K +$802 +6 +0.3%
IBOK
1654
Independence Bank of Kentucky
Kentucky
$290K +$53.8K +403 +23%
CAC
1655
Certified Advisory Corp
Florida
$289K +$31.5K +236 +12%
CA
1656
Centerpoint Advisors
Massachusetts
$288K – – –
SCM
1657
Stellar Capital Management
Arizona
$288K +$267 +2 +0.1%
H
1658
Hexavest
Quebec, Canada
$287K -$98.9M -738,864 -100%
SA
1659
Strategic Advisors
New York
$287K -$31.2K -234 -10%
TW
1660
Transform Wealth
Colorado
$286K -$30.7K -230 -10%
IA
1661
Independence Advisors
Pennsylvania
$286K -$534 -4 -0.2%
DR
1662
Davis Rea
Ontario, Canada
$286K – – –
MCM
1663
MV Capital Management
Maryland
$285K -$14K -105 -5%
WA
1664
WBH Advisory
Maryland
$285K +$6.54K +49 +2%
BCM
1665
Brown Capital Management
Maryland
$283K -$1.07K -8 -0.4%
TMAM
1666
Tokio Marine Asset Management
Japan
$282K -$157K -1,178 -36%
SEIA
1667
Signature Estate & Investment Advisors
California
$282K -$1.34K -10 -0.5%
WIM
1668
Westside Investment Management
California
$281K +$55.5K +412 +25%
CI
1669
Capital International
California
$281K – – –
RAM
1670
Redmond Asset Management
Virginia
$280K +$75.4K +565 +37%
GWCM
1671
Godshalk Welsh Capital Management
Pennsylvania
$279K -$157K -1,177 -36%
LD
1672
Lipe & Dalton
New York
$279K -$40.5K -303 -13%
PFBT
1673
Parkside Financial Bank & Trust
Missouri
$279K -$21.3K -160 -7%
FIG
1674
FundX Investment Group
California
$279K -$5.74K -43 -2%
RPC
1675
Rossmore Private Capital
Connecticut
$279K +$279K +2,092 New
65 66
67
68 69