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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 %
BPB
1751
Badgley, Phelps & Bell
Washington
$221K +$221K +1,530 New
MIG
1752
McGuire Investment Group
Rhode Island
$221K +$221K +1,531 New
HCM
1753
Hutner Capital Management
Vermont
$220K -$675K -4,667 -75%
PP
1754
Paloma Partners
Connecticut
$220K -$143K -986 -39%
ICM
1755
IMS Capital Management
Oregon
$220K -$3.76K -26 -2%
WCAMG
1756
Woodard & Company Asset Management Group
North Carolina
$220K +$2.62K +18 +1%
BPM
1757
Bowling Portfolio Management
Ohio
$219K +$219K +1,518 New
AFA
1758
Arlington Financial Advisors
California
$217K -$4.72K -40 -2%
NQWM
1759
Northwest Quadrant Wealth Management
Oregon
$217K -$4.37K -37 -2%
AWA
1760
Alaska Wealth Advisors
Alaska
$217K – – –
LPC
1761
Loeb Partners Corp
New York
$216K +$216K +1,491 New
SCM
1762
Stordahl Capital Management
Colorado
$215K – – –
LIM
1763
Lathrop Investment Management
Arkansas
$215K +$215K +1,487 New
IF
1764
IRON Financial
Illinois
$215K +$215K +1,491 New
AWA
1765
Acorn Wealth Advisors
Michigan
$214K -$1.12K -10 -0.5%
FC
1766
FCA Corp
Texas
$214K +$214K +1,482 New
FCIM
1767
Fairview Capital Investment Management
California
$214K +$214K +1,482 New
RCG
1768
Ruggie Capital Group
Florida
$213K -$46.6K -322 -18%
WAM
1769
Winslow Asset Management
Ohio
$213K -$29.3K -203 -12%
CWA
1770
Clarus Wealth Advisors
Arizona
$213K +$68.3K +473 +47%
MWM
1771
MinichMacGregor Wealth Management
New York
$211K -$135K -923 -39%
WA
1772
WP Advisors
California
$211K +$28.2K +195 +15%
ACM
1773
Armbruster Capital Management
New York
$210K +$210K +1,453 New
HFA
1774
HC Financial Advisors
California
$209K -$1.79M -12,419 -90%
BFM
1775
Boothbay Fund Management
New York
$208K -$297K -2,053 -59%
69 70
71
72 73