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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 %
Credit Agricole
751
Credit Agricole
France
$1.74M +$330K +3,039 +24%
SCM
752
Schnieders Capital Management
California
$1.73M -$99.9K -920 -5%
NAM
753
NTV Asset Management
West Virginia
$1.73M -$190K -1,753 -10%
AMIM
754
Aull & Monroe Investment Management
Alabama
$1.72M -$68.1K -627 -4%
IRF
755
IBM Retirement Fund
New York
$1.72M -$127K -1,167 -7%
SNT
756
Security National Trust
West Virginia
$1.72M -$242K -2,229 -12%
SYBT
757
Stock Yards Bank & Trust
Kentucky
$1.71M -$144K -1,326 -8%
ET
758
Equitable Trust
Tennessee
$1.71M -$254K -2,335 -13%
WIC
759
Whitegate Investment Counselors
New Hampshire
$1.7M +$92.2K +848 +6%
MKC
760
M. Kraus & Co
Vermont
$1.7M -$695K -6,398 -29%
CG
761
Caprock Group
Idaho
$1.7M +$219K +2,015 +15%
CIM
762
CenturyLink Investment Management
Colorado
$1.69M – – –
VRM
763
Vectors Research Management
New York
$1.69M -$126K -1,163 -7%
AWA
764
Arete Wealth Advisors
Illinois
$1.68M -$229K -2,105 -12%
HIC
765
Holderness Investments Company
North Carolina
$1.67M +$15.3K +141 +0.9%
SCI
766
S&CO Inc
Massachusetts
$1.67M -$45.4K -418 -3%
LWAC
767
Laurel Wealth Advisors (California)
California
$1.65M -$81.9K -754 -5%
RT
768
Rockland Trust
Massachusetts
$1.65M +$111K +1,022 +7%
WCM
769
Windward Capital Management
California
$1.64M +$73.5K +676 +5%
CC
770
ClearArc Capital
Ohio
$1.64M -$1.04M -9,609 -39%
ZIC
771
ZWJ Investment Counsel
Georgia
$1.64M +$30.1K +277 +2%
LWCFA
772
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.64M +$74.5K +686 +5%
SRC
773
Shufro Rose & Co
New York
$1.63M -$135K -1,245 -8%
JG
774
Jefferies Group
New York
$1.63M -$1.11M -10,244 -41%
1WA
775
180 Wealth Advisors
Washington
$1.62M -$30.9K -214 -2%
29 30
31
32 33