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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 %
BKA
1676
Brick & Kyle Associates
Pennsylvania
$278K -$25.7K -193 -8%
LIA
1677
LBMC Investment Advisors
Tennessee
$277K +$4.67K +35 +2%
WIC
1678
Woodmont Investment Counsel
Tennessee
$277K +$37.3K +279 +16%
MWM
1679
Merriman Wealth Management
Washington
$276K – – –
JGIA
1680
Jackson Grant Investment Advisers
Connecticut
$276K +$802 +6 +0.3%
GEA
1681
Glen Eagle Advisors
New Jersey
$275K -$668 -5 -0.2%
WAG
1682
Winthrop Advisory Group
Massachusetts
$274K -$45K -337 -14%
TB
1683
Terril Brothers
Missouri
$270K – – –
OAM
1684
Occidental Asset Management
California
$267K – – –
JWBC
1685
J.W. Burns & Co
New York
$266K +$23K +172 +9%
TCM
1686
Traynor Capital Management
Pennsylvania
$266K +$36.3K +272 +16%
KF
1687
Krilogy Financial
Missouri
$264K -$36.1K -270 -12%
LC
1688
Lincoln Capital
Nebraska
$264K – – –
RPA
1689
Rock Point Advisors
Vermont
$264K +$28.2K +211 +12%
QSS
1690
Quantitative Systematic Strategies
Florida
$264K +$264K +1,975 New
BI
1691
Bredin Investment
Delaware
$263K – – –
BDWM
1692
Brewin Dolphin Wealth Management
Ireland
$261K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
1693
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$261K -$55.9K -418 -18%
AWP
1694
Ascent Wealth Partners
New York
$261K -$7.22K -54 -3%
BA
1695
Bennicas & Associates
California
$261K -$1.2K -9 -0.5%
BBP
1696
Banco BTG Pactual
Brazil
$261K +$261K +1,956 New
AFA
1697
Arlington Financial Advisors
California
$260K -$2.21K -16 -0.8%
AWM
1698
Avior Wealth Management
Nebraska
$259K -$1.55K -11 -0.6%
WP
1699
WealthShield Partners
North Carolina
$258K -$12K -90 -4%
AWA
1700
Acorn Wealth Advisors
Michigan
$258K +$2.28K +17 +0.9%
66 67
68
69 70