IBM icon

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 %
WBC
1976
West Branch Capital
Massachusetts
– – -6,687 Closed
STA
1977
Summit Trail Advisors
New York
– – -6,306 Closed
Tudor Investment Corp
1978
Tudor Investment Corp
Connecticut
– – -5,664 Closed
PAG
1979
Pinnacle Advisory Group
Maryland
– – -5,437 Closed
WMSA
1980
Weiss Multi-Strategy Advisers
New York
– – -5,000 Closed
NFA
1981
Nuveen Fund Advisors
Illinois
– – -4,376 Closed
LMIM
1982
Lockheed Martin Investment Management
Maryland
– – -4,320 Closed
LCM
1983
Landscape Capital Management
New Jersey
– – -4,012 Closed
BWM
1984
Biltmore Wealth Management
Arizona
– – -3,667 Closed
ARTA
1985
A.R.T. Advisors
New York
– – -3,575 Closed
B
1986
Brightworth
Georgia
– – -3,165 Closed
MSR
1987
Main Street Research
Connecticut
– – -2,964 Closed
SICM
1988
Sustainable Insight Capital Management
New York
– – -2,830 Closed
CC
1989
Cognios Capital
Kansas
– – -2,720 Closed
AFS
1990
Access Financial Services
Minnesota
– – -2,525 Closed
SRCM
1991
Swift Run Capital Management
Virginia
– – -2,356 Closed
PD
1992
Planning Directions
Pennsylvania
– – -2,223 Closed
CPA
1993
Capital Planning Advisors
California
– – -2,178 Closed
HFP
1994
Holistic Financial Partners
Indiana
– – -2,177 Closed
BFPW
1995
BOK Financial Private Wealth
Colorado
– – -1,907 Closed
RVPG
1996
Relative Value Partners Group
– – -1,900 Closed
OCM
1997
Orser Capital Management
Texas
– – -1,863 Closed
RRC
1998
Relaxing Retirement Coach
Massachusetts
– – -1,861 Closed
BCM
1999
Baltimore Capital Management
Maryland
– – -1,777 Closed
ACM
2000
Alethea Capital Management
Washington
– – -1,774 Closed
78 79
80
81 82