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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 %
OBWP
2001
O'Brien Wealth Partners
Massachusetts
– – -1,693 Closed
AHB
2002
Abner Herrman & Brock
New Jersey
– – -1,671 Closed
FCAG
2003
First Capital Advisors Group
New Jersey
– – -1,599 Closed
BPB
2004
Badgley, Phelps & Bell
Washington
– – -1,588 Closed
NCM
2005
Northside Capital Management
Oregon
– – -1,584 Closed
BONST
2006
Bank of Nova Scotia Trust
Ontario, Canada
– – -1,515 Closed
WHG
2007
Westwood Holdings Group
Texas
– – -1,504 Closed
KI
2008
Koch Industries
Kansas
– – -1,481 Closed
BPM
2009
Bowling Portfolio Management
Ohio
– – -1,459 Closed
EIG
2010
Ellenbecker Investment Group
Wisconsin
– – -1,441 Closed
RWA
2011
RGT Wealth Advisors
Texas
– – -1,435 Closed
SWA
2012
SFMG Wealth Advisors
Texas
– – -1,434 Closed
ACM
2013
Armbruster Capital Management
New York
– – -1,429 Closed
IF
2014
IRON Financial
Illinois
– – -1,425 Closed
PP
2015
PrairieView Partners
Minnesota
– – -1,420 Closed
FCIM
2016
Fairview Capital Investment Management
California
– – -1,419 Closed
FC
2017
FCA Corp
Texas
– – -1,417 Closed
SFP
2018
Shepherd Financial Partners
Massachusetts
– – -1,415 Closed
RW
2019
REDW Wealth
New Mexico
– – -1,413 Closed
LGC
2020
Laurel Grove Capital
California
– – -1,390 Closed
HK
2021
Horizon Kinetics
New York
– – -1,381 Closed
CBB
2022
Citizens Business Bank
California
– – -1,375 Closed
BBI
2023
Baxter Bros Inc
Connecticut
– – -1,362 Closed
KFGK
2024
Keystone Financial Group (Kentucky)
Kentucky
– – -1,339 Closed
HCM
2025
Hollencrest Capital Management
California
– – -1,330 Closed
79 80
81
82 83