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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 %
UAS
726
United Asset Strategies
New York
$1.85M +$79.5K +732 +4%
ECM
727
Everence Capital Management
Indiana
$1.85M – – –
CMO
728
Covenant Multifamily Offices
Texas
$1.84M +$1.84M +16,930 New
BWL
729
Bogart Wealth LLC
Virginia
$1.83M +$1.77M +16,254 +2,596%
JFGIW
730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.83M -$548K -5,045 -23%
FTC
731
Farmers Trust Company
Ohio
$1.82M -$2M -18,410 -52%
HSA
732
HBK Sorce Advisory
Pennsylvania
$1.82M +$23.4K +215 +1%
CB
733
Chemical Bank
Michigan
$1.82M -$242K -2,231 -12%
LI
734
Longer Investments
Arkansas
$1.82M -$44.8K -412 -2%
IA
735
IFG Advisory
Georgia
$1.81M +$127K +1,166 +8%
IR
736
IAT Reinsurance
New York
$1.8M -$1.8M -16,604 -50%
OIM
737
Orca Investment Management
Oregon
$1.79M -$214K -1,969 -11%
PCTC
738
Perkins Coie Trust Company
Washington
$1.79M +$5.11K +47 +0.3%
WSCM
739
Wellington Shields Capital Management
New York
$1.79M -$170K -1,566 -9%
SWRP
740
Summit Wealth & Retirement Planning
California
$1.79M +$1.79M +16,435 New
BFO
741
Biltmore Family Office
North Carolina
$1.77M +$31.8K +293 +2%
MGIA
742
Matthew Goff Investment Advisor
Texas
$1.77M -$14.1K -130 -0.8%
FCBT
743
First Citizens Bank & Trust
North Carolina
$1.77M +$192K +1,763 +12%
IA
744
IFP Advisors
Florida
$1.77M -$158K -1,462 -8%
NSIM
745
North Star Investment Management
Illinois
$1.76M -$84K -773 -5%
FFA
746
Fragasso Financial Advisors
Pennsylvania
$1.76M +$129K +1,184 +8%
PIM
747
Penobscot Investment Management
Massachusetts
$1.75M -$855K -7,862 -33%
VIA
748
Vident Investment Advisory
Georgia
$1.74M +$542K +4,989 +45%
MIM
749
Marco Investment Management
Georgia
$1.74M -$384K -3,536 -18%
CAM
750
Claret Asset Management
Quebec, Canada
$1.74M +$101K +925 +6%
28 29
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