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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 %
TA
1051
TCG Advisors
Texas
$837K +$837K +7,701 New
CLOS
1052
Compagnie Lombard Odier SCmA
Switzerland
$836K -$109K -1,006 -12%
SXL
1053
Summit X LLC
Missouri
$835K +$246K +2,266 +42%
CNC
1054
Citizens & Northern Corp
Pennsylvania
$830K -$234K -2,154 -22%
NCMW
1055
Northern Capital Management (Wisconsin)
Wisconsin
$829K -$898K -8,263 -52%
BCM
1056
Breiter Capital Management
Florida
$827K +$48.5K +446 +6%
ATC
1057
Adirondack Trust Company
New York
$824K -$6.62K -61 -0.8%
SHCM
1058
Stokes & Hubbell Capital Management
Louisiana
$819K -$1.46M -13,473 -64%
PCG
1059
Private Capital Group
Connecticut
$818K -$140K -1,292 -15%
CWM
1060
Connecticut Wealth Management
Connecticut
$818K – – –
MGIA
1061
Moneta Group Investment Advisors
Missouri
$818K +$2.61K +24 +0.3%
BHIA
1062
Birch Hill Investment Advisors
Massachusetts
$817K -$11.5K -106 -1%
GT
1063
Greenleaf Trust
Michigan
$815K +$177K +1,624 +28%
LHC
1064
Little House Capital
Massachusetts
$814K +$814K +7,492 New
PFM
1065
Parsec Financial Management
North Carolina
$813K -$15.3K -141 -2%
EWA
1066
EP Wealth Advisors
California
$812K -$2.28K -21 -0.3%
NFG
1067
Nations Financial Group
Iowa
$810K +$73K +672 +10%
BRC
1068
Bell Rock Capital
Delaware
$807K -$980K -9,024 -55%
BA
1069
BKS Advisors
Michigan
$800K +$307K +2,823 +62%
SFA
1070
Sequoia Financial Advisors
Ohio
$797K -$286K -2,631 -26%
WPW
1071
Waldron Private Wealth
Pennsylvania
$796K +$501K +4,612 +170%
EB
1072
Eastern Bank
Massachusetts
$795K – – –
CA
1073
Cornerstone Advisory
Maryland
$791K -$28.3K -260 -3%
GD
1074
Grandfield & Dodd
New York
$791K -$5K -46 -0.6%
BMC
1075
Beaton Management Company
Massachusetts
$791K +$79.5K +732 +11%
41 42
43
44 45