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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 %
FFA
1176
First Foundation Advisors
California
$632K +$34.5K +317 +6%
MMG
1177
Monetary Management Group
Missouri
$632K +$165K +1,517 +35%
RPC
1178
Rossmore Private Capital
Connecticut
$631K -$132K -1,212 -17%
SNBOSD
1179
Security National Bank of So Dak
Iowa
$629K -$275K -2,533 -30%
WPC
1180
White Pine Capital
Minnesota
$628K -$96.6K -889 -13%
BCP
1181
Berkeley Capital Partners
Georgia
$627K +$627K +5,771 New
CA
1182
Corrado Advisors
New Jersey
$626K +$372K +3,425 +147%
AFM
1183
Abbot Financial Management
Massachusetts
$624K -$179K -1,644 -22%
MFW
1184
Meristem Family Wealth
Minnesota
$624K +$3.91K +36 +0.6%
AMG
1185
Asset Management Group
Connecticut
$624K +$7.83K +72 +1%
BAM
1186
Brave Asset Management
New Jersey
$623K -$190K -1,752 -23%
QCG
1187
Quadrant Capital Group
Ohio
$623K -$1.38K -13 -0.2%
CWM
1188
Concentric Wealth Management
California
$621K -$189K -1,734 -23%
BWM
1189
Buckley Wealth Management
Nevada
$621K -$20.5K -189 -3%
VCM
1190
Vigilant Capital Management
Maine
$619K -$292K -2,691 -32%
HBT
1191
Hills Bank & Trust
Iowa
$619K +$61.8K +569 +11%
OIA
1192
Optimum Investment Advisors
Illinois
$617K -$14.6K -134 -2%
LIC
1193
Lodestar Investment Counsel
Illinois
$616K +$69.2K +637 +13%
FFWA
1194
FRG Family Wealth Advisors
Washington
$615K -$252K -2,317 -29%
MMHP
1195
Murphy Middleton Hinkle & Parker
Georgia
$609K -$86.9K -800 -12%
SWMG
1196
Strategic Wealth Management Group
Maryland
$607K +$607K +5,584 New
RIM
1197
Reliant Investment Management
Tennessee
$605K – – –
W
1198
Wealthquest
Ohio
$605K +$605K +5,575 New
JIP
1199
Jaffetilchin Investment Partners
Florida
$602K -$130K -1,193 -18%
ACM
1200
AlphaCrest Capital Management
New York
$602K +$602K +5,544 New
46 47
48
49 50