IBM icon

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 %
MF
1701
Magnetar Financial
Illinois
$246K -$184K -1,274 -43%
NP
1702
NS Partners
United Kingdom
$246K – – –
TIM
1703
Total Investment Management
Arizona
$244K +$579 +4 +0.2%
LSAG
1704
Lake Street Advisors Group
New Hampshire
$242K -$203K -1,404 -46%
PFG
1705
Piershale Financial Group
Illinois
$242K – – –
TWMP
1706
Taylor Wealth Management Partners
Massachusetts
$242K – – –
GAM
1707
Gould Asset Management
California
$242K – – –
AWMG
1708
Alliance Wealth Management Group
New Jersey
$242K +$19.2K +133 +9%
B
1709
Brightworth
Georgia
$242K +$242K +1,673 New
ERIM
1710
Eagle Ridge Investment Management
Connecticut
$241K – – –
MGAM
1711
McGowan Group Asset Management
Texas
$241K +$241K +1,667 New
DSI
1712
Daiwa SB Investments
Japan
$239K -$30.2K -209 -11%
NPPM
1713
North Point Portfolio Managers
Ohio
$239K -$868 -6 -0.4%
FFW
1714
Fusion Family Wealth
New York
$239K – – –
MCIA
1715
Mountain Capital Investment Advisors
Colorado
$239K +$9.1K +63 +4%
GRQ
1716
Gardner Russo & Quinn
Pennsylvania
$238K -$596K -4,113 -71%
OKSA
1717
O'Keefe Stevens Advisory
New York
$238K – – –
DA
1718
Dillon & Associates
Michigan
$238K – – –
LJHT
1719
Laurie J. Hall Trustee
$238K – – –
HI
1720
Hendershot Investments
Virginia
$236K – – –
RWM
1721
Rench Wealth Management
Texas
$236K +$2.6K +18 +1%
PWPS
1722
Pinnacle Wealth Planning Services
Ohio
$235K +$15.4K +107 +7%
SG
1723
StoneX Group
New York
$235K +$235K +1,627 New
BCM
1724
Beck Capital Management
Texas
$234K – – –
NEPWA
1725
New England Private Wealth Advisors
Massachusetts
$234K +$289 +2 +0.1%
67 68
69
70 71