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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.

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
1
State Street
Massachusetts
$8.03B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.6B
3
Capital World Investors
3
Capital World Investors
California
$597M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.05B
5
AAMU
5
Amundi Asset Management US
Massachusetts
$449M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.41M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$113M
3
Goldman Sachs
3
Goldman Sachs
New York
$857M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$41.5M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$43.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PCP
1826
Proficio Capital Partners
Massachusetts
$100K 662 -152 -19%
FMTCOCP
1827
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$96K 632 -250 -28%
MSA
1828
Marino Stram & Associates
Massachusetts
$95K 631 -746 -54%
PCIA
1829
Prime Capital Investment Advisors
Kansas
$95K 627 -522 -45%
MSFP
1830
Mark Sheptoff Financial Planning
Connecticut
$94K 619 +255 +70%
FPB
1831
First PREMIER Bank
South Dakota
$94K 620 +525 +553%
WF
1832
WealthTrust Fairport
Ohio
$93K 615 -50 -8%
SIM
1833
Sonora Investment Management
Arizona
$93K 615 +448 +268%
NCM
1834
Northstar Capital Management
New York
$91K 600 – –
ACM
1835
AUA Capital Management
Pennsylvania
$91K 600 – –
BWL
1836
Bogart Wealth LLC
Virginia
$90K 598 +2 +0.3%
OFW
1837
Omnia Family Wealth
Florida
$88K 580 – –
LYV
1838
Live Your Vision
Pennsylvania
$85K 564 – –
PCM
1839
Princeton Capital Management
New Jersey
$84K 558 -78 -12%
PCFFS
1840
Pacific Center for Financial Services
California
$83K 550 – –
BCI
1841
Brinker Capital Investments
Pennsylvania
$82K 542 +500 +1,190%
TDC
1842
Thompson Davis & Co
Virginia
$81K 534 +56 +12%
ML
1843
McAdam LLC
Pennsylvania
$79K 514 -2,558 -83%
TAIM
1844
TD Ameritrade Investment Management
Nebraska
$79K 524 +427 +440%
ABA
1845
American Beacon Advisors
Texas
$78K 514 +41 +9%
CQS
1846
Credential Qtrade Securities
$77.3K 511 +511 New
SFA
1847
Spectrum Financial Alliance
Kentucky
$75K 500 -222 -31%
SIS
1848
Sound Income Strategies
Florida
$74K 489 +362 +285%
RBC
1849
Roble Belko & Company
Pennsylvania
$73K 486 – –
CWSR
1850
Chessman Wealth Strategies RIA
Texas
$72K 478 +478 New
72 73
74
75 76