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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 %
BWP
1026
Baldwin Wealth Partners
Massachusetts
$894K +$1.52K +14 +0.2%
NFGCM
1027
Norman Fields Gottscho Capital Management
New York
$893K – – –
GLA
1028
Good Life Advisors
Pennsylvania
$890K +$21.7K +200 +3%
CCA
1029
Checchi Capital Advisers
California
$889K -$544K -5,002 -38%
PL
1030
Plancorp LLC
Missouri
$886K +$156K +1,432 +21%
CT
1031
Coastline Trust
Rhode Island
$885K -$1.38M -12,673 -61%
RA
1032
Rational Advisors
New York
$884K +$483K +4,438 +120%
OPA
1033
Old Port Advisors
Maine
$883K +$883K +7,541 New
CFGS
1034
Concourse Financial Group Securities
Alabama
$880K +$474K +4,367 +117%
DHFB
1035
Dixon Hubard Feinour & Brown
Virginia
$878K -$159K -1,466 -15%
ECM
1036
Evergreen Capital Management
Washington
$876K -$46.3K -426 -5%
JWA
1037
JFS Wealth Advisors
Pennsylvania
$870K +$335K +3,078 +62%
SFG
1038
SNS Financial Group
Minnesota
$868K -$7.28K -67 -0.8%
VFPI
1039
Vantage Financial Partners (Illinois)
Illinois
$864K -$86.4K -795 -9%
LOAMS
1040
Lombard Odier Asset Management (Switzerland)
Switzerland
$863K -$160K -1,476 -16%
PP
1041
Patten & Patten
Tennessee
$857K -$409K -3,760 -32%
S
1042
Seeyond
France
$857K +$857K +7,889 New
RWP
1043
RWA Wealth Partners
Massachusetts
$854K -$2M -18,448 -70%
SCP
1044
Stamos Capital Partners
California
$853K +$853K +7,845 New
KP
1045
Keel Point
Alabama
$851K -$5.43K -50 -0.6%
BFA
1046
Beaumont Financial Advisors
Massachusetts
$849K -$122K -1,126 -13%
MHIC
1047
Marble Harbor Investment Counsel
Massachusetts
$849K -$17.1K -157 -2%
PWW
1048
Pettyjohn Wood & White
Virginia
$846K -$436K -4,011 -34%
MIC
1049
Meridian Investment Counsel
California
$843K – – –
LCOV
1050
London Company of Virginia
Virginia
$837K +$10.9K +100 +1%
40 41
42
43 44