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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 %
WKWM
1001
Walter & Keenan Wealth Management
Indiana
$952K -$15.1K -139 -2%
Carson Wealth (CWM LLC)
1002
Carson Wealth (CWM LLC)
Nebraska
$948K -$10.5K -97 -1%
HHAA
1003
Henry H. Armstrong Associates
Pennsylvania
$947K – – –
FWM
1004
Frontier Wealth Management
Missouri
$947K +$23.5K +216 +3%
EM
1005
Excalibur Management
Massachusetts
$946K -$141K -1,299 -13%
SC
1006
Savant Capital
Illinois
$946K -$2.93K -27 -0.3%
NL
1007
NWAM LLC
Washington
$946K +$397K +3,653 +72%
BWM
1008
BT Wealth Management
Georgia
$942K +$942K +7,222 New
BRWA
1009
B. Riley Wealth Advisors
Florida
$941K -$166K -1,525 -15%
MC
1010
Martin & Co
Tennessee
$935K -$52.6K -484 -5%
AB
1011
Atlas Brown
Kentucky
$933K -$192K -1,766 -17%
SCM
1012
Southport Capital Management
Tennessee
$932K -$163K -1,502 -15%
WOC
1013
West Oak Capital
California
$930K -$229K -2,111 -20%
FLPIM
1014
F.L. Putnam Investment Management
Massachusetts
$919K +$13.5K +124 +1%
SFWA
1015
Summit Financial Wealth Advisors
Louisiana
$918K +$138K +1,274 +18%
SFSG
1016
Stearns Financial Services Group
North Carolina
$917K -$27.2K -250 -3%
HI
1017
Horizon Investments
North Carolina
$915K -$741K -6,819 -45%
BCM
1018
Brookstone Capital Management
Illinois
$910K -$3.37M -30,986 -79%
SACTSONJ
1019
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$909K -$227K -2,092 -20%
CSUI
1020
Cincinnati Specialty Underwriters Insurance
Ohio
$909K – – –
TFA
1021
Toth Financial Advisory
Virginia
$908K -$397K -3,650 -30%
TL
1022
Tirschwell & Loewy
New York
$904K – – –
SCM
1023
SOL Capital Management
Maryland
$900K +$11.8K +109 +1%
OI
1024
Oakbrook Investments
Illinois
$898K -$343K -3,154 -28%
ITIM
1025
Indiana Trust & Investment Management
Indiana
$894K -$29K -267 -3%
39 40
41
42 43