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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 %
MBT
1726
Monroe Bank & Trust
Michigan
$234K +$6.79K +47 +3%
AA
1727
Apriem Advisors
California
$234K +$55.4K +383 +31%
HFM
1728
Harvest Fund Management
China
$233K +$233K +1,614 New
MYIA
1729
Mount Yale Investment Advisors
Colorado
$232K -$6.25M -52,450 -96%
ATFA
1730
All Terrain Financial Advisors
Minnesota
$232K -$15K -104 -6%
CF
1731
Corrigan Financial
Rhode Island
$229K -$23.4K -162 -9%
SAM
1732
Security Asset Management
New York
$227K – – –
MS
1733
Marshall & Sullivan
Washington
$227K – – –
Edgewood Management
1734
Edgewood Management
Connecticut
$227K – – –
NSCM
1735
New South Capital Management
Tennessee
$227K – – –
FMB
1736
Field & Main Bank
Kentucky
$227K – – –
SA
1737
SRH Advisors
Kansas
$227K +$15.2K +105 +7%
AAS
1738
Annex Advisory Services
Wisconsin
$226K -$1.36M -9,393 -86%
BAM
1739
Boyar Asset Management
New York
$226K – – –
SIMM
1740
Stillwater Investment Management (Minnesota)
Minnesota
$226K +$226K +1,562 New
FFC
1741
First Financial Corp
Indiana
$225K -$1.3K -9 -0.6%
WHG
1742
Westwood Holdings Group
Texas
$225K +$225K +1,562 New
AW
1743
Alpha Windward
Massachusetts
$224K -$4.91K -34 -2%
GIP
1744
Greatmark Investment Partners
Georgia
$224K – – –
MPAM
1745
Murphy Pohlad Asset Management
Minnesota
$224K – – –
EDRIA
1746
Edmonds Duncan Registered Investment Advisors
Kansas
$224K – – –
GAG
1747
GM Advisory Group
New York
$223K – – –
KF
1748
Krilogy Financial
Missouri
$221K -$65K -449 -23%
CFA
1749
Camarda Financial Advisors
Florida
$221K +$98.2K +680 +80%
PD
1750
Planning Directions
Pennsylvania
$221K +$221K +1,527 New
68 69
70
71 72