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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 %
FI
1151
Fosun International
China
$673K +$58.6K +539 +10%
MYLI
1152
Meiji Yasuda Life Insurance
Japan
$670K -$90.3K -831 -12%
GSBTD
1153
Glenview State Bank Trust Department
Illinois
$667K -$234K -2,152 -26%
OLA
1154
Oliver Luxxe Assets
New Jersey
$666K -$11.3K -104 -2%
CI
1155
CAZ Investments
Texas
$664K – – –
CM
1156
Cornerstone Management
Georgia
$664K -$26.3K -242 -4%
VWM
1157
Venturi Wealth Management
Texas
$663K +$400K +6,097 +152%
CBA
1158
Coastal Bridge Advisors
Connecticut
$658K +$2.39K +22 +0.4%
BRWM
1159
B. Riley Wealth Management
Tennessee
$656K -$169K -1,556 -20%
RCA
1160
Rowland Carmichael Advisors
Arizona
$653K -$12.4K -114 -2%
BWA
1161
BDO Wealth Advisors
Florida
$652K -$320K -2,945 -33%
LMAM
1162
Legg Mason Asset Management
Japan
$648K -$45.5K -419 -7%
PMFA
1163
Plante Moran Financial Advisors
Michigan
$648K +$31.9K +293 +5%
GIP
1164
Granite Investment Partners
California
$647K -$29.5K -272 -4%
WPA
1165
Winning Points Advisors
Florida
$645K -$46K -418 -7%
CIAS
1166
Capital Investment Advisory Services
North Carolina
$645K +$62.7K +577 +11%
SB
1167
Simmons Bank
Arkansas
$643K +$14.8K +136 +2%
AWM
1168
Aries Wealth Management
Maine
$642K -$34.1K -314 -5%
PWSG
1169
Pacific Wealth Strategies Group
California
$641K -$81K -745 -11%
CCT
1170
Chemung Canal Trust
New York
$640K -$174K -1,597 -21%
RA
1171
RFG Advisory
Alabama
$638K -$99.2K -913 -13%
Koshinski Asset Management
1172
Koshinski Asset Management
Illinois
$635K -$131K -1,202 -17%
MIP
1173
Marietta Investment Partners
Wisconsin
$635K -$18K -166 -3%
FIM
1174
Frontier Investment Management
Texas
$634K +$18.5K +170 +3%
WEC
1175
Winslow Evans & Crocker
Massachusetts
$634K +$382K +3,504 +152%
45 46
47
48 49