IBM icon

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 %
WCM
1851
Wealthcare Capital Management
Virginia
$70K 462 -3 -0.6%
NCM
1852
New Capital Management
Texas
$70K 464 +3 +0.7%
NSB
1853
Norway Savings Bank
Maine
$68K 448 +149 +50%
BA
1854
Ballew Advisors
Mississippi
$67K 540 +290 +116%
WPA
1855
West Paces Advisors
Georgia
$66.1K 437 -100 -19%
LA
1856
Legacy Advisors
Pennsylvania
$65K 428 -2 -0.5%
SHJ
1857
Sharkey, Howes & Javer
Colorado
$62K 410 – –
LWS
1858
Lucia Wealth Services
California
$61K 405 +32 +9%
ST
1859
Sageworth Trust
Pennsylvania
$60K 400 – –
CWM
1860
Catamount Wealth Management
Connecticut
$60K 400 – –
SIAS
1861
Shine Investment Advisory Services
Colorado
$54K 360 – –
ME
1862
McIlrath & Eck
Washington
$53K 351 +176 +101%
SIAP
1863
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$51K 337 – –
TA
1864
Townsend & Associates
Colorado
$51K 340 +3 +0.9%
SWP
1865
Strategic Wealth Partners
Ohio
$50K 330 – –
MCM
1866
Mainstay Capital Management
Michigan
$48K 320 – –
LWA
1867
Lenox Wealth Advisors
New York
$47K 313 -281 -47%
APSP
1868
Asset Planning Services (Pennsylvania)
Pennsylvania
$47K 374 +4 +1%
BC
1869
Barnett & Company
Tennessee
$46K 303 +303 New
AFIA
1870
America First Investment Advisors
Nebraska
$45K 300 – –
CAGAS
1871
Capital Advisory Group Advisory Services
Minnesota
$44K 286 – –
BBA
1872
Braun-Bostich & Associates
Pennsylvania
$42K 275 – –
MUS
1873
Mitsubishi UFJ Securities
Japan
$41K 270 – –
TFA
1874
Transamerica Financial Advisors
Florida
$41K 265 +253 +2,108%
WAM
1875
Watermark Asset Management
California
$39K 260 +2 +0.8%
73 74
75
76 77