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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 %
YWP
951
YorkBridge Wealth Partners
New York
$1.05M -$28.5K -262 -3%
GIA
952
GHP Investment Advisors
Colorado
$1.04M -$377K -3,466 -27%
WDA
953
Wendell David Associates
New Hampshire
$1.04M -$19.1K -176 -2%
MBT
954
Montecito Bank & Trust
California
$1.04M +$22.3K +205 +2%
DE
955
Day & Ennis
Georgia
$1.04M +$63.3K +582 +6%
ST
956
Sentinel Trust
Texas
$1.04M -$2M -18,376 -66%
WP
957
WMS Partners
Maryland
$1.03M -$245K -2,249 -19%
IWA
958
Intercontinental Wealth Advisors
Texas
$1.03M -$73.5K -676 -7%
LRPA
959
L. Roy Papp & Associates
Arizona
$1.03M -$24.4K -224 -2%
BHBT
960
Burke & Herbert Bank & Trust
Virginia
$1.03M -$223K -2,056 -18%
PGWM
961
Parisi Gray Wealth Management
New Jersey
$1.03M +$28.1K +260 +3%
FAB
962
First American Bank
Illinois
$1.03M -$784K -7,220 -43%
MCM
963
Maple Capital Management
Vermont
$1.02M +$513K +4,725 +100%
AIM
964
Anchor Investment Management
South Carolina
$1.02M -$15.2K -140 -1%
SIC
965
Salem Investment Counselors
North Carolina
$1.02M -$330K -3,042 -24%
ADL
966
Asset Dedication LLC
California
$1.02M +$361K +3,295 +55%
CCM
967
Compton Capital Management
Rhode Island
$1.02M -$37.2K -342 -4%
SFS
968
Strategic Financial Services
New York
$1.02M +$50.6K +466 +5%
AAS
969
Avantax Advisory Services
Texas
$1.02M +$1.02M +9,356 New
WCA
970
Windsor Creek Advisors
Vermont
$1.01M +$1.01M +8,244 New
ACM
971
Alta Capital Management
Utah
$1.01M -$180K -1,655 -15%
GW
972
GW & Wade
Massachusetts
$1.01M -$234K -2,151 -19%
DMC
973
Drexel Morgan & Co
Pennsylvania
$1.01M -$256K -2,359 -20%
CWM
974
Centric Wealth Management
Illinois
$1M +$1M +9,224 New
LPT
975
Legacy Private Trust
Wisconsin
$1M +$573K +5,270 +134%
37 38
39
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