1,967 hedge funds and large institutions have $80.8B invested in IBM in 2018 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 847 increasing their positions, 755 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
-6
Holders Change %
-0.3%
% of All Funds
45.15%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
2.11%
New
120
Increased
847
Reduced
755
Closed
101
Calls
$1.86B
Puts
$2.11B
Net Calls
-$245M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1201
Buckley Wealth Management
Nevada
$931K +$42.8K +292 +5%
SFG
1202
StrategIQ Financial Group
Indiana
$927K -$14.7K -100 -2%
OIA
1203
Optimum Investment Advisors
Illinois
$927K +$16.7K +114 +2%
JCM
1204
Jacobi Capital Management
Pennsylvania
$927K +$217K +1,510 +30%
BOTW
1205
Bank of the West
California
$926K +$1.47K +10 +0.2%
AWM
1206
Aries Wealth Management
Maine
$925K +$253K +1,705 +38%
CPR
1207
CSU Producer Resources
Ohio
$921K
LA
1208
Lau Associates
Delaware
$918K -$27.4K -187 -3%
WPA
1209
Winning Points Advisors
Florida
$912K +$106K +732 +13%
WP
1210
WealthSource Partners
California
$911K -$245K -1,669 -21%
WA
1211
Wheatland Advisors
Pennsylvania
$911K
TIA
1212
Tiemann Investment Advisors
California
$911K +$9.39K +64 +1%
FCMC
1213
Founders Capital Management (Connecticut)
Connecticut
$907K -$286K -1,996 -24%
I2I
1214
Insight 2811 Inc
Illinois
$905K -$30.8K -210 -3%
SBWM
1215
Sunflower Bank Wealth Management
Arizona
$905K
PA
1216
Parallel Advisors
California
$904K -$2.93K -20 -0.3%
MHS
1217
M Holdings Securities
Oregon
$898K -$90.2K -615 -9%
DVM
1218
Dreman Value Management
Florida
$898K
MGIA
1219
Moneta Group Investment Advisors
Missouri
$898K +$140K +952 +18%
WA
1220
Wealth Architects
California
$897K -$586 -4 -0.1%
CI
1221
CAZ Investments
Texas
$896K
AAC
1222
Asset Advisors Corp
Georgia
$890K +$30.7K +209 +4%
MIP
1223
Marietta Investment Partners
Wisconsin
$889K -$9.25K -63 -1%
ADL
1224
Asset Dedication LLC
California
$889K +$13.3K +91 +2%
FIM
1225
Frontier Investment Management
Texas
$885K -$441K -3,005 -33%