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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 %
MIM
1876
Macroview Investment Management
Maryland
$39K 261 +10 +4%
VEA
1877
Virtus ETF Advisers
New York
$33K 217 – –
LF
1878
Lee Financial
Texas
$32K 213 -658 -76%
CIR
1879
Clear Investment Research
Georgia
$31K 208 +208 New
RFWA
1880
RPg Family Wealth Advisory
Massachusetts
$30.2K 200 – –
LWM
1881
Lenox Wealth Management
Ohio
$30K 196 -127 -39%
BAMG
1882
Brand Asset Management Group
Missouri
$30K 200 – –
IAS
1883
INR Advisory Services
Pennsylvania
$29K 195 -17 -8%
RWG
1884
Regal Wealth Group
California
$27K 176 – –
PAMG
1885
Patton Albertson Miller Group
Tennessee
$27K 216 +216 New
TCCM
1886
Timber Creek Capital Management
Massachusetts
$26K 175 -150 -46%
PA
1887
Perennial Advisors
New York
$26K 175 – –
WG
1888
Welch Group
Alabama
$24.1K 159,681 +8,152 +5%
SAM
1889
Shamrock Asset Management
Texas
$24K 160 – –
ECM
1890
Exchange Capital Management
Michigan
$23K 150 +150 New
HCM
1891
Horrell Capital Management
Arkansas
$21K 139 – –
FAM
1892
Fred Alger Management
New York
$20K 134 +44 +49%
BCA
1893
Bray Capital Advisors
Florida
$17K 111 – –
WA
1894
WealthTrust-Arizona
Arizona
$17K 112 +2 +2%
GWA
1895
Guidant Wealth Advisors
Illinois
$15K 102 -57 -36%
SC
1896
Skylands Capital
Wisconsin
$15K 100 – –
CC
1897
Claybrook Capital
Massachusetts
$15K 100 – –
PG
1898
Proffitt & Goodson
Tennessee
$15K 100 +100 New
MWPCG
1899
Measured Wealth Private Client Group
New Hampshire
$14K 90 +90 New
CRM
1900
Cramer Rosenthal McGlynn
Connecticut
$10K 65 – –
74 75
76
77 78