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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 %
MJRIC
926
Mogy Joel R Investment Counsel
California
$1.11M -$56.8K -523 -5%
KPW
927
Kore Private Wealth
New York
$1.11M +$1.11M +10,187 New
TCM
928
Tradition Capital Management
New Jersey
$1.1M -$3.74M -34,455 -77%
EHC
929
Everett Harris & Co
California
$1.1M -$317K -2,918 -22%
LNC
930
Lincoln National Corp
Pennsylvania
$1.1M -$80.9K -744 -7%
DPIM
931
Duff & Phelps Investment Management
Illinois
$1.1M – – –
NERM
932
New England Research & Management
Illinois
$1.1M – – –
CNAM
933
Campbell Newman Asset Management
Wisconsin
$1.08M -$364K -3,348 -25%
MWM
934
Modera Wealth Management
New Jersey
$1.08M -$154K -1,416 -13%
DDC
935
DF Dent & Co
Maryland
$1.08M -$7.83K -72 -0.7%
S
936
SignatureFD
Georgia
$1.07M -$9.56K -88 -0.9%
GIC
937
Gantzert Investment Company
Illinois
$1.07M +$1.07M +9,872 New
FWM
938
Focused Wealth Management
New York
$1.07M -$3.26K -30 -0.3%
OAM
939
Oxford Asset Management
United Kingdom
$1.07M +$1.07M +9,859 New
BTNA
940
Bremer Trust National Association
Minnesota
$1.07M +$58.1K +535 +6%
FFBTD
941
First Financial Bank - Trust Division
Ohio
$1.07M -$38.7K -356 -3%
BC
942
Burleson & Co
California
$1.07M -$288K -2,184 -21%
FAIM
943
Financial Advocates Investment Management
Washington
$1.07M -$321K -2,952 -23%
HCMNY
944
Howard Capital Management (New York)
New York
$1.07M -$8.48K -78 -0.8%
SNBOSCI
945
Security National Bank of Sioux City Iowa
Iowa
$1.07M +$869 +8 +0.1%
AP
946
Arlington Partners
Alabama
$1.06M +$23.2K +214 +2%
BC
947
Brinker Capital
Pennsylvania
$1.06M -$336K -3,095 -24%
LOAME
948
Lombard Odier Asset Management (Europe)
United Kingdom
$1.05M – – –
AFG
949
Albion Financial Group
Utah
$1.05M -$1.05M -9,629 -50%
APP
950
Avantax Planning Partners
Iowa
$1.05M -$239K -2,198 -19%
36 37
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