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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 %
TCM
1676
Traynor Capital Management
Pennsylvania
$264K -$24K -166 -8%
HHGA
1677
Halbert Hargrove Global Advisors
California
$264K +$264K +1,828 New
SAM
1678
Seelaus Asset Management
New Jersey
$263K -$4.49K -31 -2%
CIS
1679
Connors Investor Services
Pennsylvania
$263K – – –
FBA
1680
Front Barnett Associates
Illinois
$261K -$5.36K -37 -2%
EF
1681
Empirical Finance
Pennsylvania
$261K +$29.3K +203 +13%
KFA
1682
Kelleher Financial Advisors
New York
$260K -$124K -855 -32%
AHC
1683
Adell Harriman & Carpenter
Texas
$260K +$260K +1,798 New
WAP
1684
Wealthcare Advisory Partners
Pennsylvania
$259K -$75.1K -520 -22%
MCM
1685
MV Capital Management
Maryland
$259K -$49.5K -343 -16%
TCM
1686
Tradewinds Capital Management
Washington
$258K – – –
TW
1687
Transform Wealth
Colorado
$257K -$53K -366 -17%
GWCM
1688
Godshalk Welsh Capital Management
Pennsylvania
$257K -$45.4K -314 -15%
PM
1689
Penbrook Management
New York
$257K – – –
DA
1690
Doliver Advisors
Texas
$256K +$256K +1,773 New
GI
1691
Glovista Investments
New Jersey
$255K – – –
WBG
1692
Wharton Business Group
Pennsylvania
$254K -$2.17K -15 -0.8%
RGC
1693
Roberts, Glore & Co
Illinois
$254K +$1.44K +10 +0.6%
TMAM
1694
Tokio Marine Asset Management
Japan
$252K -$53.4K -369 -17%
VCP
1695
Vista Capital Partners
Oregon
$252K +$1.01K +7 +0.4%
PP
1696
Pegasus Partners
Wisconsin
$251K – – –
RMAM
1697
Raab & Moskowitz Asset Management
New Jersey
$250K +$250K +1,729 New
HPIA
1698
Hamilton Point Investment Advisors
North Carolina
$249K – – –
VWA
1699
V Wealth Advisors
Kansas
$248K +$11.5K +80 +5%
HA
1700
Hays Advisory
Tennessee
$248K +$25.1K +173 +11%
66 67
68
69 70