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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
1
Charles Schwab Investment Advisory
California
$328M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.38B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$555M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.78B
5
Ameriprise
5
Ameriprise
Minnesota
$360M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$506M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$648M
3
Capital World Investors
3
Capital World Investors
California
$279M
4
Goldman Sachs
4
Goldman Sachs
New York
$949M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$378M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
1701
Cornerstone Advisors (Washington)
Washington
$258K +$10.4K +78 +4%
DDPIC
1702
Deroy & Devereaux Private Investment Counsel
Michigan
$252K -$42K -314 -14%
PCI
1703
Pacifica Capital Investments
Texas
$251K – – –
FRM
1704
Foundation Resource Management
Arkansas
$251K – – –
SFM
1705
Signet Financial Management
New Jersey
$251K +$92.6K +695 +59%
NQWM
1706
Northwest Quadrant Wealth Management
Oregon
$250K +$2.4K +18 +1%
DSI
1707
Daiwa SB Investments
Japan
$249K +$64.3K +481 +35%
LB
1708
Landmark Bank
Missouri
$249K +$249K +1,861 New
SAM
1709
Seelaus Asset Management
New Jersey
$247K -$14K -105 -5%
PHAM
1710
Palisades Hudson Asset Management
Florida
$247K -$134 -1 -0.1%
PBO
1711
Peoples Bank (Ohio)
Ohio
$247K +$3.47K +26 +1%
FBA
1712
Front Barnett Associates
Illinois
$246K -$85.3K -638 -26%
CIS
1713
Connors Investor Services
Pennsylvania
$243K – – –
CC
1714
Centiva Capital
New York
$243K +$243K +1,821 New
CC
1715
Capital Counsel
New York
$241K – – –
RCG
1716
Ruggie Capital Group
Florida
$240K – – –
TCM
1717
Tradewinds Capital Management
Washington
$238K – – –
GAMA
1718
Graticule Asia Macro Advisors
New York
$237K – – –
PM
1719
Penbrook Management
New York
$237K +$9.73K +73 +4%
WBG
1720
Wharton Business Group
Pennsylvania
$236K -$2.13K -16 -0.9%
GI
1721
Glovista Investments
New Jersey
$236K – – –
FCFC
1722
First Commonwealth Financial Corp
Pennsylvania
$236K +$4.01K +30 +2%
CWM
1723
Confluence Wealth Management
Oregon
$236K +$7.08K +53 +3%
RGC
1724
Roberts, Glore & Co
Illinois
$234K -$10.4K -78 -4%
CF
1725
Corrigan Financial
Rhode Island
$233K +$1.07K +8 +0.5%
67 68
69
70 71