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IBM
IBM

Overview Fund Activity

1,921 hedge funds and large institutions have $79.6B invested in IBM in 2018 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 728 increasing their positions, 830 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,921
Holders Change
-22
Holders Change %
-1.13%
% of All Funds
43.99%
Holding in Top 10
65
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.49%
New
88
Increased
728
Reduced
830
Closed
91
Calls
$2.29B
Puts
$2.31B
Net Calls
-$26M
Net Calls Change
+$542M

Top Buyers

1
State Street
State Street
Massachusetts
$8.03B
2
Vanguard Group
Vanguard Group
Pennsylvania
$10.6B
3
Capital World Investors
Capital World Investors
California
$597M
4
Morgan Stanley
Morgan Stanley
New York
$2.05B
5
AAMU
Amundi Asset Management US
Massachusetts
$449M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.41M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$113M
3
Goldman Sachs
Goldman Sachs
New York
$857M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$41.5M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$43.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
1651
Bredin Investment
Delaware
$285K – – –
HCM
1652
Harvest Capital Management
New Hampshire
$284K -$68.1K -471 -19%
I
1653
IberiaBank
Louisiana
$284K +$60.2K +416 +27%
DWM
1654
Dynasty Wealth Management
Florida
$284K +$284K +1,965 New
DW
1655
Domani Wealth
Pennsylvania
$283K -$91.8K -635 -24%
BDWM
1656
Brewin Dolphin Wealth Management
Ireland
$283K – – –
WAG
1657
Winthrop Advisory Group
Massachusetts
$282K -$14.8K -102 -5%
RRC
1658
Relaxing Retirement Coach
Massachusetts
$282K +$282K +1,947 New
BA
1659
Bennicas & Associates
California
$281K -$1.45K -10 -0.5%
RPA
1660
Rock Point Advisors
Vermont
$278K -$7.52K -52 -3%
IUHSA
1661
Itau Unibanco Holding S.A.
Brazil
$276K -$76M -525,341 -100%
OAM
1662
Occidental Asset Management
California
$274K -$15.2K -105 -5%
JWBC
1663
J.W. Burns & Co
New York
$274K -$13.6K -94 -5%
PCI
1664
Pacifica Capital Investments
Texas
$273K +$1.16K +8 +0.4%
LC
1665
Lincoln Capital
Nebraska
$272K -$3.75K -26 -1%
DDPIC
1666
Deroy & Devereaux Private Investment Counsel
Michigan
$272K – – –
SWA
1667
SFMG Wealth Advisors
Texas
$272K +$272K +2,456 New
Cohen & Steers
1668
Cohen & Steers
New York
$271K -$16.6M -114,927 -98%
FRM
1669
Foundation Resource Management
Arkansas
$271K – – –
AWM
1670
Avior Wealth Management
Nebraska
$271K +$148 +1 +0.1%
MCM
1671
Mengis Capital Management
Oregon
$271K +$41.9K +290 +18%
PBO
1672
Peoples Bank (Ohio)
Ohio
$268K – – –
KFA
1673
Kays Financial Advisory
Georgia
$267K -$157K -1,083 -37%
PHAM
1674
Palisades Hudson Asset Management
Florida
$267K – – –
CGL
1675
Clarius Group LLC
Washington
$266K +$266K +1,837 New
65 66
67
68 69