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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 %
LWS
1876
Lucia Wealth Services
California
$52K 373 -45 -11%
MSFP
1877
Mark Sheptoff Financial Planning
Connecticut
$51K 364 +100 +38%
SIAS
1878
Shine Investment Advisory Services
Colorado
$50K 360 – –
SIAP
1879
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K 337 – –
TA
1880
Townsend & Associates
Colorado
$47K 337 +4 +1%
SWP
1881
Strategic Wealth Partners
Ohio
$46K 330 +114 +53%
TCCM
1882
Timber Creek Capital Management
Massachusetts
$45K 325 -80 -20%
LWM
1883
Lenox Wealth Management
Ohio
$45K 323 -16 -5%
MCM
1884
Mainstay Capital Management
Michigan
$45K 320 +1 +0.3%
TG
1885
TLP Group
Illinois
$44K 313 -61 -16%
EAM
1886
Exane Asset Management
France
$42.2K 302 +302 New
NSB
1887
Norway Savings Bank
Maine
$42K 299 -41 -12%
PAI
1888
Pittenger & Anderson Inc
Nebraska
$42K 300 – –
AFIA
1889
America First Investment Advisors
Nebraska
$42K 300 – –
CAGAS
1890
Capital Advisory Group Advisory Services
Minnesota
$40K 286 -95 -25%
MUS
1891
Mitsubishi UFJ Securities
Japan
$38K 270 -2,220 -89%
BBA
1892
Braun-Bostich & Associates
Pennsylvania
$38K 275 -116 -30%
WAM
1893
Watermark Asset Management
California
$36K 258 +21 +9%
MIM
1894
Macroview Investment Management
Maryland
$35K 251 – –
BA
1895
Ballew Advisors
Mississippi
$35K 250 +10 +4%
SMFG
1896
Sumitomo Mitsui Financial Group
Japan
$34K 240 -172 -42%
IAS
1897
INR Advisory Services
Pennsylvania
$30K 212 +17 +9%
VEA
1898
Virtus ETF Advisers
New York
$30K 217 +31 +17%
BAMG
1899
Brand Asset Management Group
Missouri
$28K 200 +200 New
RFWA
1900
RPg Family Wealth Advisory
Massachusetts
$27.9K 200 -6 -3%
74 75
76
77 78