IBM icon

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 %
CA
1076
Calton & Associates
Florida
$787K +$233K +2,149 +42%
CCMG
1077
Clark Capital Management Group
Pennsylvania
$786K -$19.4M -178,983 -96%
BSB
1078
Bangor Savings Bank
Maine
$786K -$38.1K -351 -5%
IIM
1079
Ironwood Investment Management
Massachusetts
$786K +$4.24K +39 +0.5%
FFS
1080
Founders Financial Securities
Maryland
$784K -$9.34K -86 -1%
EGA
1081
E&G Advisors
Texas
$784K +$68.1K +627 +10%
BO
1082
BRR OpCo
Ohio
$782K -$113K -1,043 -13%
CA
1083
Claro Advisors
Massachusetts
$782K +$782K +5,411 New
AWCI
1084
Alpine Woods Capital Investors
New York
$781K -$22.7K -209 -3%
IRC
1085
Investors Research Corp
Georgia
$780K +$367K +3,374 +89%
CCA
1086
Cobblestone Capital Advisors
New York
$777K -$19.8K -182 -2%
BPWA
1087
Beacon Pointe Wealth Advisors
California
$777K +$777K +7,161 New
SAM
1088
Summit Asset Management
Tennessee
$776K -$18.8K -173 -2%
GCMG
1089
Gyroscope Capital Management Group
Florida
$774K -$5.71M -52,516 -88%
PHS
1090
Pekin Hardy Strauss
Illinois
$773K -$210K -1,929 -21%
WC
1091
Whitney & Co
New York
$773K -$27K -209 -3%
PTC
1092
Private Trust Company
Ohio
$772K -$46K -424 -6%
FMT
1093
First Mercantile Trust
Tennessee
$772K +$70.2K +646 +10%
EA
1094
Elm Advisors
California
$769K +$3.26K +30 +0.4%
BFM
1095
Boston Financial Management
Massachusetts
$765K -$42.6K -392 -5%
CPC
1096
Congress Park Capital
New York
$763K -$474K -4,366 -38%
NNP
1097
Nachman Norwood & Parrott
South Carolina
$763K +$763K +7,025 New
UCI
1098
Uncommon Cents Investing
Wisconsin
$762K -$35.2K -324 -4%
MCM
1099
Mork Capital Management
California
$762K +$22.7K +209 +3%
JCM
1100
Jag Capital Management
Missouri
$760K -$48.9K -450 -6%
42 43
44
45 46