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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 %
CFC
1926
Coyle Financial Counsel
Illinois
$8K 57 +57 New
BCP
1927
Blackhawk Capital Partners
Wisconsin
$7K 50 -5 -9%
LGWM
1928
Litman Gregory Wealth Management
California
$7K 50 – –
TJHA
1929
Thomas J. Herzfeld Advisors
Florida
$7K 50 – –
BCI
1930
Brinker Capital Investments
Pennsylvania
$6K 42 – –
CAM
1931
ClariVest Asset Management
California
$5K 35 – –
SQA
1932
Simon Quick Advisors
New Jersey
$4K 34 -400 -92%
LFG
1933
LifePlan Financial Group
Ohio
$4K 28 – –
CDIA
1934
Capital Directions Investment Advisors
Georgia
$4K 30 +30 New
FIA
1935
FNY Investment Advisers
New York
$3K 26 +26 New
TFA
1936
Transamerica Financial Advisors
Florida
$2K 12 -37 -76%
WAS
1937
Winch Advisory Services
Wisconsin
$2K 12 – –
AA
1938
Altman Advisors
Illinois
$1.85K 25,103 +25,103 New
GTAM
1939
Global Trust Asset Management
Florida
$1K 5 – –
FMP
1940
Financial Management Professionals
Texas
$1K 4 – –
NR
1941
Newfound Research
Massachusetts
$1K 5 +1 +25%
NA
1942
NewEdge Advisors
Louisiana
$816 5,831 +83 +1%
CI
1943
Cowen Inc
New York
$622 4,450 +700 +19%
FRA
1944
Front Row Advisors
California
$411 2,800 +100 +4%
NDSI
1945
Newman Dignan & Sheerar Inc
Rhode Island
$271 1,940 -180 -8%
Alyeska Investment Group
1946
Alyeska Investment Group
Illinois
– – -1,012,173 Closed
DCM
1947
Discovery Capital Management
Connecticut
– – -387,351 Closed
SC
1948
Samlyn Capital
New York
– – -198,950 Closed
QIM
1949
Quantitative Investment Management
Virginia
– – -195,200 Closed
JGC
1950
J. Goldman & Co
New York
– – -114,258 Closed
76 77
78
79 80