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IBM
IBM

Overview Fund Activity

1,905 hedge funds and large institutions have $55.8B invested in IBM in 2018 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 549 increasing their positions, 948 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,905
Holders Change
-16
Holders Change %
-0.83%
% of All Funds
42.51%
Holding in Top 10
45
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-30.77%
% of All Funds
1%
New
215
Increased
549
Reduced
948
Closed
214
Calls
$1.53B
Puts
$1.76B
Net Calls
-$222M
Net Calls Change
-$196M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$203M
2
BlackRock
BlackRock
New York
+$198M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$186M
4
CS
Credit Suisse
Switzerland
+$168M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$153M

Top Sellers

1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$2.52B
2
Capital World Investors
Capital World Investors
California
-$597M
3
Bank of America
Bank of America
North Carolina
-$578M
4
Morgan Stanley
Morgan Stanley
New York
-$496M
5
Deutsche Bank
Deutsche Bank
Germany
-$482M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
476
CapWealth Advisors
Tennessee
$4.26M +$2.82M +25,970 +196%
ACM
477
Advisors Capital Management
New Jersey
$4.26M -$13.6M -125,470 -76%
CAN
478
Cetera Advisor Networks
California
$4.25M -$752K -6,920 -15%
WI
479
WBI Investments
New Jersey
$4.23M -$29.6M -272,420 -88%
JFL
480
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.21M -$796K -7,322 -16%
ERSOT
481
Employees Retirement System of Texas
Texas
$4.21M – – –
FM
482
Family Management
New York
$4.18M – – –
DAC
483
Dividend Assets Capital
South Carolina
$4.17M +$239K +2,199 +6%
WWM
484
Willingdon Wealth Management
North Carolina
$4.16M -$163K -1,498 -4%
SPIA
485
Steward Partners Investment Advisory
New York
$4.14M -$1.73M -15,938 -30%
SLI
486
Sumitomo Life Insurance
Japan
$4.12M +$1.04M +9,607 +34%
MA
487
Montag & Associates
Georgia
$4.1M -$123K -1,134 -3%
BAM
488
Blueshift Asset Management
New Jersey
$4.08M +$4.08M +37,523 New
CFB
489
Cullen/Frost Bankers
Texas
$4.03M +$159K +1,460 +4%
CTC
490
Central Trust Company
Missouri
$4M -$1.15M -10,547 -22%
MHI
491
Miller Howard Investments
New York
$4M – – –
Twin Tree Management
492
Twin Tree Management
Texas
$3.95M +$2.76M +25,427 +232%
Capstone Investment Advisors
493
Capstone Investment Advisors
New York
$3.93M +$3.93M +36,176 +602,933%
PAM
494
Panagora Asset Management
Massachusetts
$3.93M -$56.2K -517 -1%
FWCM
495
Ferguson Wellman Capital Management
Oregon
$3.92M -$86.5K -796 -2%
RG
496
Rathbones Group
United Kingdom
$3.89M -$409K -3,764 -10%
CC
497
Courier Capital
New York
$3.87M -$255K -2,343 -6%
LIA
498
LS Investment Advisors
Michigan
$3.84M +$305K +2,809 +9%
CAM
499
Carret Asset Management
New York
$3.83M +$84.4K +777 +2%
BB
500
Bell Bank
North Dakota
$3.81M +$79.9K +735 +2%
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