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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 %
PCM
1851
Princeton Capital Management
New Jersey
$89K 636 – –
ACM
1852
AUA Capital Management
Pennsylvania
$84K 600 – –
NCM
1853
Northstar Capital Management
New York
$84K 600 – –
LWA
1854
Lenox Wealth Advisors
New York
$83K 594 +65 +12%
BWL
1855
Bogart Wealth LLC
Virginia
$83K 596 +127 +27%
LYV
1856
Live Your Vision
Pennsylvania
$82K 564 – –
OFW
1857
Omnia Family Wealth
Florida
$81K 580 -410 -41%
PCFFS
1858
Pacific Center for Financial Services
California
$77K 550 – –
WPA
1859
West Paces Advisors
Georgia
$75K 537 +200 +59%
JAM
1860
Jolley Asset Management
North Carolina
$75K 538 -75 -12%
PCM
1861
Peak Capital Management
Colorado
$69K 495 +495 New
RBC
1862
Roble Belko & Company
Pennsylvania
$68K 486 – –
TDC
1863
Thompson Davis & Co
Virginia
$67K 478 -130 -21%
ABA
1864
American Beacon Advisors
Texas
$66K 473 – –
WCM
1865
Wealthcare Capital Management
Virginia
$65K 465 +34 +8%
NCM
1866
New Capital Management
Texas
$64K 461 +3 +0.7%
LA
1867
Legacy Advisors
Pennsylvania
$60K 430 +2 +0.5%
IWP
1868
Icon Wealth Partners
Texas
$60K 433 +433 New
CWM
1869
Catamount Wealth Management
Connecticut
$58K 400 -200 -33%
CLM
1870
ClearBridge LLC (Maryland)
Maryland
$57.3K 410,002 -14,248 -3%
SHJ
1871
Sharkey, Howes & Javer
Colorado
$57K 410 – –
AOWM
1872
Alpha Omega Wealth Management
Virginia
$57K 407 – –
ST
1873
Sageworth Trust
Pennsylvania
$56K 400 – –
PWAG
1874
Polaris Wealth Advisory Group
California
$54K 350 -188 -35%
APSP
1875
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K 370 -122 -25%
73 74
75
76 77