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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 %
KIA
801
KCM Investment Advisors
California
$1.53M -$115K -1,061 -7%
CFG
802
Citizens Financial Group
Rhode Island
$1.53M -$106K -976 -6%
GA
803
GFS Advisors
Texas
$1.53M -$226K -2,076 -13%
NFC
804
Northeast Financial Consultants
Connecticut
$1.51M +$703K +6,473 +87%
FNBT
805
FineMark National Bank & Trust
Florida
$1.51M +$214K +1,972 +17%
NA
806
Navellier & Associates
Nevada
$1.51M -$96.4K -887 -6%
VFA
807
Voya Financial Advisors
Connecticut
$1.51M -$17.8K -165 -1%
SC
808
Sawyer & Company
Massachusetts
$1.5M -$29K -267 -2%
WSTAM
809
Wilbanks Smith & Thomas Asset Management
Virginia
$1.49M +$22K +202 +1%
AB
810
AT Bancorp
Iowa
$1.49M -$2.83K -26 -0.2%
BP
811
Ballentine Partners
Massachusetts
$1.49M +$339K +3,119 +30%
EF
812
Exeter Financial
Arizona
$1.48M -$262K -2,409 -15%
FANJ
813
Financial Architects (New Jersey)
New Jersey
$1.48M +$8.15K +75 +0.6%
ESB
814
Essex Savings Bank
Connecticut
$1.47M +$1.47M +13,530 New
OSAM
815
O'Shaughnessy Asset Management
Connecticut
$1.47M -$3.38M -31,068 -70%
PI
816
Pettee Investors
Connecticut
$1.46M -$85.1K -783 -6%
CAMG
817
CWA Asset Management Group
Florida
$1.46M -$1.58M -14,524 -52%
DC
818
DPM Capital
Florida
$1.46M +$1.46M +13,408 New
SC
819
Slow Capital
California
$1.45M +$301K +2,765 +26%
VWM
820
Valley Wealth Managers
New Jersey
$1.45M +$140K +1,292 +11%
SBSB
821
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.44M -$59K -543 -4%
AWM
822
Alterna Wealth Management
Texas
$1.44M +$1.44M +9,776 New
CAG
823
Crestwood Advisors Group
Massachusetts
$1.43M +$1.52K +14 +0.1%
VNB
824
Virginia National Bank
Virginia
$1.43M -$336K -3,092 -19%
WB
825
Webster Bank
Connecticut
$1.43M +$34.7K +319 +2%
31 32
33
34 35