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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 %
Loomis, Sayles & Company
1901
Loomis, Sayles & Company
Massachusetts
$26K 183 +10 +6%
RWG
1902
Regal Wealth Group
California
$25K 176 – –
PA
1903
Perennial Advisors
New York
$24K 175 – –
ME
1904
McIlrath & Eck
Washington
$24K 175 +1 +0.6%
MCM
1905
Monument Capital Management
Virginia
$23K 168 -13,000 -99%
SIM
1906
Sonora Investment Management
Arizona
$23K 167 -161 -49%
NIM
1907
NuWave Investment Management
New Jersey
$22K 160 -6,489 -98%
CT
1908
CPF Texas
Texas
$22K 160 -3,205 -95%
GWA
1909
Guidant Wealth Advisors
Illinois
$22K 159 -12 -7%
SAM
1910
Shamrock Asset Management
Texas
$22K 160 – –
PCM
1911
Poehling Capital Management
Wisconsin
$21K 150 -649 -81%
HCM
1912
Horrell Capital Management
Arkansas
$19K 139 – –
AP
1913
Advisors Preferred
Maryland
$19K 134 +134 New
ACA
1914
Atlas Capital Advisors
Wyoming
$18.5K 129 – –
SIS
1915
Sound Income Strategies
Florida
$18K 127 -21 -14%
BCA
1916
Bray Capital Advisors
Florida
$16K 111 – –
WA
1917
WealthTrust-Arizona
Arizona
$15K 110 +6 +6%
CC
1918
Claybrook Capital
Massachusetts
$14K 100 – –
SC
1919
Skylands Capital
Wisconsin
$14K 100 – –
TAIM
1920
TD Ameritrade Investment Management
Nebraska
$14K 97 +97 New
FPB
1921
First PREMIER Bank
South Dakota
$13K 95 – –
FAM
1922
Fred Alger Management
New York
$13K 90 +90 New
AIL
1923
AGF Investments LLC
Ontario, Canada
$9.38K 67,122 +5,439 +9%
CRM
1924
Cramer Rosenthal McGlynn
Connecticut
$9K 65 -4,000 -98%
SCM
1925
Stumpf Capital Management
Arizona
$8K 60 – –
75 76
77
78 79