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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 %
AA
826
Ancora Advisors
Ohio
$1.42M +$196K +1,802 +16%
Massachusetts Financial Services
827
Massachusetts Financial Services
Massachusetts
$1.42M -$393K -3,620 -22%
EF
828
Empirical Finance
Pennsylvania
$1.42M +$1.22M +11,230 +621%
BSW
829
Buckingham Strategic Wealth
Missouri
$1.42M -$120K -1,106 -8%
IC
830
Investment Counsel
Michigan
$1.42M -$96.6K -889 -6%
GLA
831
Great Lakes Advisors
Illinois
$1.41M -$66.3K -610 -4%
DWT
832
Dorsey & Whitney Trust
South Dakota
$1.41M -$462K -4,253 -25%
CPIA
833
Cornell Pochily Investment Advisors
New York
$1.41M +$269K +2,476 +24%
SL
834
Summitry LLC
California
$1.4M +$162K +1,492 +13%
CL
835
Choreo LLC
Illinois
$1.4M -$158K -1,452 -10%
FHA
836
Flagship Harbor Advisors
Massachusetts
$1.39M -$254K -2,334 -15%
BG
837
Bahl & Gaynor
Ohio
$1.39M -$222K -2,045 -14%
PFS
838
Physicians Financial Services
North Carolina
$1.38M -$62K -571 -4%
FBC
839
Fairfield, Bush & Co
Connecticut
$1.38M +$34.1K +314 +3%
HI
840
Hudock Inc
Pennsylvania
$1.38M +$49K +453 +4%
FL
841
Fort LP
Maryland
$1.38M +$672K +6,190 +95%
JCM
842
Jacobi Capital Management
Pennsylvania
$1.37M +$561K +5,158 +69%
RCYC
843
Richard C. Young & Co
Rhode Island
$1.37M -$2.18M -20,111 -61%
VAM
844
Verity Asset Management
North Carolina
$1.37M -$97.7K -899 -7%
BMA
845
Brooks Moore & Associates
Tennessee
$1.37M +$1.37M +12,561 New
CCC
846
Chelsea Counsel Company
California
$1.35M – – –
GFA
847
Gifford Fong Associates
California
$1.35M – – –
ED
848
Exane Derivatives
France
$1.35M -$1.03M -9,473 -43%
BJL
849
Brighton Jones LLC
Washington
$1.35M +$62.6K +576 +5%
JIC
850
Joel Isaacson & Co
New York
$1.34M +$99K +853 +8%
32 33
34
35 36