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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 %
WC
1101
Whitnell & Co
Illinois
$759K -$6.74K -62 -0.9%
AP
1102
Appleton Partners
Massachusetts
$758K -$23K -212 -3%
MMPW
1103
Mitchell McLeod Pugh & Williams
Alabama
$758K +$94.3K +868 +14%
RIG
1104
Renaissance Investment Group
Massachusetts
$758K +$758K +6,972 New
MWM
1105
Mission Wealth Management
California
$756K -$34.4K -316 -4%
DA
1106
DSC Advisors
Illinois
$755K -$126K -1,163 -14%
MVA
1107
Mount Vernon Associates
Maryland
$751K – – –
CIC
1108
Carnegie Investment Counsel
Ohio
$748K +$78.7K +724 +12%
ANRIA
1109
American National Registered Investment Advisor
Texas
$744K – – –
GFPC
1110
Global Financial Private Capital
Florida
$737K -$3.64M -33,559 -83%
B
1111
Bellecapital
Switzerland
$736K +$201K +1,852 +38%
KFS
1112
Kurt F. Somerville
$732K – – –
AF
1113
Advisornet Financial
Minnesota
$732K +$128K +1,180 +21%
DWM
1114
Destination Wealth Management
California
$728K -$245K -2,252 -25%
SFG
1115
StrategIQ Financial Group
Indiana
$727K +$869 +8 +0.1%
GA
1116
Greytown Advisors
Florida
$727K +$20.8K +191 +3%
PB
1117
Pinnacle Bancorp
Nebraska
$727K +$727K +6,691 New
BSA
1118
Braun Stacey Associates
New York
$725K -$51.2K -471 -7%
RMA
1119
Roffman Miller Associates
Pennsylvania
$720K -$1.73M -15,884 -71%
SWM
1120
Stockman Wealth Management
Montana
$720K -$19.8K -182 -3%
OAM
1121
Oak Asset Management
California
$719K -$81.4K -749 -10%
AP
1122
Atwood & Palmer
Missouri
$716K -$68.1K -627 -9%
LIM
1123
Loudon Investment Management
New Hampshire
$715K -$440K -4,052 -38%
WA
1124
Wealth Architects
California
$715K -$63.2K -582 -8%
CA
1125
Cambridge Advisors
Nebraska
$715K -$8.59K -79 -1%
43 44
45
46 47