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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CWA
1826
Clarus Wealth Advisors
Arizona
$147K 1,002 +1,002 New
QAM
1827
QCI Asset Management
New York
$145K 1,089 -366 -25%
EWM
1828
Elmwood Wealth Management
California
$145K 1,083 – –
BDS
1829
Banco de Sabadell
Florida
$140K 1,046 – –
CAL
1830
Capital Advisors Ltd
Ohio
$137K 1,023 +1 +0.1%
BCA
1831
Bay Colony Advisors
Massachusetts
$136K 1,020 +1,020 New
OAJ
1832
Ogorek Anthony Joseph
New York
$134K 1,009 – –
CFG
1833
CKW Financial Group
Hawaii
$133K 996 +2 +0.2%
KLWA
1834
Kelly Lawrence W & Associates
California
$126K 941 – –
FMTCOCP
1835
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$123K 923 – –
LF
1836
Lee Financial
Texas
$122K 911 -58 -6%
PCA
1837
Peddock Capital Advisors
Massachusetts
$122K 915 +26 +3%
CIS
1838
Capital International Sarl
California
$120K 900 – –
FL
1839
Fort LP
Maryland
$119K 892 +892 New
BCM
1840
Blume Capital Management
California
$117K 879 -130 -13%
PCP
1841
Proficio Capital Partners
Massachusetts
$114K 851 -91 -10%
CFA
1842
Camarda Financial Advisors
Florida
$114K 851 -42 -5%
GCM
1843
Grisanti Capital Management
New York
$110K 820 – –
CFN
1844
Cordasco Financial Network
Florida
$106K 797 – –
TCM
1845
Tuttle Capital Management
Connecticut
$105K 788 +788 New
PVH
1846
Psagot Value Holdings
Israel
$102K 765 -209 -21%
SFFS
1847
Stonehage Fleming Financial Services
Jersey
$101K 753 – –
BCMIO
1848
Beacon Capital Management Inc (Ohio)
Ohio
$101K 759 – –
SFA
1849
Spectrum Financial Alliance
Kentucky
$100K 755 +755 New
WF
1850
WealthTrust Fairport
Ohio
$93K 696 -292 -30%
72 73
74
75 76