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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 %
MA
626
Marshwinds Advisory
Georgia
$2.48M -$210K -1,929 -8%
IIC
627
Ironwood Investment Counsel
Arizona
$2.47M -$1.23M -11,324 -33%
SWMG
628
Signature Wealth Management Group
Georgia
$2.47M +$172K +1,581 +7%
HDIM
629
Hanson & Doremus Investment Management
Vermont
$2.46M -$234K -2,156 -9%
LBC
630
Lowe Brockenbrough & Co
Virginia
$2.45M -$2.11M -19,403 -46%
AIA
631
AIMZ Investment Advisors
California
$2.44M -$73.3K -675 -3%
CAM
632
Columbia Asset Management
Michigan
$2.43M -$827K -7,615 -25%
NWP
633
Northstar Wealth Partners
Connecticut
$2.42M -$179K -1,644 -7%
GJIC
634
Gamble Jones Investment Counsel
California
$2.42M – – –
RC
635
RBO & Co
California
$2.41M -$55.4K -510 -2%
KFC
636
Klingenstein Fields & Co
New York
$2.41M -$12.6M -115,957 -84%
DCM
637
Dupont Capital Management
Delaware
$2.4M +$182K +1,677 +8%
LW
638
Linscomb Wealth
Texas
$2.4M -$604K -5,554 -20%
BOCM
639
Bontempo Ohly Capital Management
Maryland
$2.39M +$52.6K +484 +2%
WI
640
Wintrust Investments
Illinois
$2.39M +$74.3K +508 +3%
Fisher Asset Management
641
Fisher Asset Management
Washington
$2.39M -$355K -3,270 -13%
SBIA
642
Sheaff Brock Investment Advisors
Indiana
$2.39M +$83.3K +767 +4%
AAIM
643
American Assets Investment Management
California
$2.39M +$341K +3,138 +17%
AOWM
644
Alpha Omega Wealth Management
Virginia
$2.37M -$725K -6,668 -23%
NEI
645
Northwest & Ethical Investments
Ontario, Canada
$2.36M +$728K +6,695 +44%
LCM
646
Landscape Capital Management
New Jersey
$2.36M +$2.36M +21,748 New
TCM
647
Twin Capital Management
Pennsylvania
$2.35M -$11.4K -105 -0.5%
RIL
648
Rothschild Investment LLC
Illinois
$2.35M -$85.9K -790 -4%
SSWM
649
Smith Salley Wealth Management
North Carolina
$2.35M -$789K -7,263 -25%
FPFS
650
First Personal Financial Services
North Carolina
$2.33M -$606K -5,575 -21%
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