IBM icon

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 %
WIC
1976
Woodmont Investment Counsel
Tennessee
– – -1,982 Closed
QSS
1977
Quantitative Systematic Strategies
Florida
– – -1,888 Closed
CWM
1978
Confluence Wealth Management
Oregon
– – -1,688 Closed
FCFC
1979
First Commonwealth Financial Corp
Pennsylvania
– – -1,688 Closed
FGP
1980
Foyston, Gordon, & Payne
Ontario, Canada
– – -1,658 Closed
SI
1981
Sensato Investors
California
– – -1,600 Closed
ACP
1982
Aveo Capital Partners
Colorado
– – -1,583 Closed
CAN
1983
Claraphi Advisory Network
United States
– – -1,537 Closed
FAT
1984
First American Trust
California
– – -1,513 Closed
CW
1985
Cobiz Wealth
Colorado
– – -1,507 Closed
CAM
1986
Congress Asset Management
Massachusetts
– – -1,503 Closed
HCIA
1987
Hochman Cole Investment Advisors
Illinois
– – -1,502 Closed
ACM
1988
Adalta Capital Management
New York
– – -1,500 Closed
PAA
1989
Peregrine Asset Advisers
Oregon
– – -1,496 Closed
PHIMC
1990
Private Harbour Investment Management & Counsel
Ohio
– – -1,476 Closed
TCM
1991
Towercrest Capital Management
Pennsylvania
– – -1,473 Closed
VFP
1992
Verus Financial Partners
Virginia
– – -1,449 Closed
FC
1993
Financial Consulate
Maryland
– – -1,444 Closed
BPGAM
1994
BTG Pactual Global Asset Management
Bermuda
– – -1,430 Closed
PFA
1995
Pathway Financial Advisors
Vermont
– – -1,278 Closed
C
1996
Cerebellum
California
– – -1,259 Closed
GFP
1997
Gryphon Financial Partners
Ohio
– – -1,143 Closed
CPA
1998
Clear Perspective Advisors
Illinois
– – -1,115 Closed
CIS
1999
Capital International Sarl
California
– – -860 Closed
TCM
2000
Tuttle Capital Management
Connecticut
– – -753 Closed
78 79
80
81 82