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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 %
LJHT
1751
Laurie J. Hall Trustee
$220K +$21K +157 +11%
OPA
1752
Old Port Advisors
Maine
$220K +$220K +1,645 New
HI
1753
Hendershot Investments
Virginia
$218K -$75.6K -566 -26%
FMB
1754
Field & Main Bank
Kentucky
$217K – – –
BCM
1755
Beck Capital Management
Texas
$216K -$3.2K -24 -1%
NEPWA
1756
New England Private Wealth Advisors
Massachusetts
$216K +$267 +2 +0.1%
RWM
1757
Rench Wealth Management
Texas
$216K +$2.27K +17 +1%
CAN
1758
Claraphi Advisory Network
United States
$215K -$3.48K -26 -2%
EF
1759
Empirical Finance
Pennsylvania
$214K -$1.59M -11,949 -88%
MCIA
1760
Mountain Capital Investment Advisors
Colorado
$212K +$10.8K +81 +5%
AW
1761
Alpha Windward
Massachusetts
$212K +$11.8K +88 +6%
FAT
1762
First American Trust
California
$212K +$212K +1,583 New
CW
1763
Cobiz Wealth
Colorado
$211K -$35.1K -262 -14%
MCM
1764
Mengis Capital Management
Oregon
$211K +$11K +83 +6%
MBT
1765
Monroe Bank & Trust
Michigan
$210K -$70K -524 -25%
CAM
1766
Congress Asset Management
Massachusetts
$210K -$65.5K -490 -24%
SAM
1767
Security Asset Management
New York
$210K -$28K -209 -12%
Edgewood Management
1768
Edgewood Management
Connecticut
$210K – – –
NSCM
1769
New South Capital Management
Tennessee
$210K – – –
ACM
1770
Adalta Capital Management
New York
$210K – – –
CPH
1771
C Partners Holding
Switzerland
$210K +$20.1K +151 +11%
HCIA
1772
Hochman Cole Investment Advisors
Illinois
$210K +$210K +1,571 New
MS
1773
Marshall & Sullivan
Washington
$210K -$8.82K -66 -4%
PAA
1774
Peregrine Asset Advisers
Oregon
$209K -$27.9K -209 -12%
FFC
1775
First Financial Corp
Indiana
$209K +$60.7K +455 +41%
69 70
71
72 73