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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 %
SIA
1951
Sit Investment Associates
Minnesota
– – -85,400 Closed
BAM
1952
Bell Asset Management
Australia
– – -54,361 Closed
DCCA
1953
D.C. Capital Advisors
New York
– – -50,000 Closed
Boston Partners
1954
Boston Partners
Massachusetts
– – -42,669 Closed
PWM
1955
Patriot Wealth Management
Texas
– – -42,437 Closed
Rafferty Asset Management
1956
Rafferty Asset Management
New York
– – -33,105 Closed
GCA
1957
Greenwood Capital Associates
South Carolina
– – -32,832 Closed
BCP
1958
Blue Chip Partners
Michigan
– – -29,709 Closed
TG
1959
TCW Group
California
– – -23,977 Closed
HTI
1960
Hikari Tsushin Inc
Japan
– – -23,870 Closed
TH
1961
Timber Hill
Connecticut
– – -18,522 Closed
OTC
1962
Opera Trading Capital
France
– – -18,000 Closed
MG
1963
Markel Group
Virginia
– – -15,700 Closed
EGM
1964
Engineers Gate Manager
New York
– – -14,207 Closed
TAM
1965
Tiverton Asset Management
Delaware
– – -13,169 Closed
MIAN
1966
Mariner Independent Advisor Network
Kansas
– – -10,569 Closed
DIS
1967
Diversified Investment Strategies
Louisiana
– – -10,261 Closed
VIP
1968
Vantage Investment Partners
Missouri
– – -9,905 Closed
ZB
1969
Zions Bancorporation
Utah
– – -9,605 Closed
Qube Research & Technologies (QRT)
1970
Qube Research & Technologies (QRT)
United Kingdom
– – -9,474 Closed
LSA
1971
L & S Advisors
California
– – -9,284 Closed
MSU
1972
Mizuho Securities USA
New York
– – -8,805 Closed
ECM
1973
Elgethun Capital Management
South Dakota
– – -8,769 Closed
JCM
1974
Jafra Capital Management
New York
– – -7,613 Closed
SIMM
1975
Stillwater Investment Management (Minnesota)
Minnesota
– – -6,783 Closed
77 78
79
80 81