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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 %
YIA
1201
YHB Investment Advisors
Connecticut
$601K -$16K -147 -3%
GIA
1202
Gargoyle Investment Advisor
New Jersey
$600K -$76.6K -705 -11%
PA
1203
Parallel Advisors
California
$600K -$34.6K -319 -5%
KA
1204
Kovack Advisors
Florida
$599K +$155K +1,425 +35%
ECM
1205
ETrade Capital Management
Virginia
$599K +$599K +5,511 New
BOH
1206
Bank of Hawaii
Hawaii
$596K -$80K -735 -12%
KTC
1207
Kistler-Tiffany Companies
Pennsylvania
$596K -$13.1K -120 -2%
THWM
1208
Taylor Hoffman Wealth Management
Virginia
$596K -$5.86K -54 -1%
BO
1209
Bach Option
Hong Kong
$596K +$596K +5,481 New
CFA
1210
Capstone Financial Advisors
Illinois
$595K – – –
DJSG
1211
D.J. St. Germain
Massachusetts
$595K +$14.5K +133 +2%
OC
1212
Oarsman Capital
Wisconsin
$594K -$65.8K -606 -10%
FMWA
1213
Forvis Mazars Wealth Advisors
Missouri
$593K -$592K -5,444 -50%
TA
1214
Tiedemann Advisors
New York
$593K +$215K +1,986 +57%
BAM
1215
Barrett Asset Management
New York
$588K -$289K -2,658 -33%
PSG
1216
Planning Solutions Group
Maryland
$588K +$588K +5,413 New
AFP
1217
Ausdal Financial Partners
Iowa
$585K -$176K -1,625 -23%
AL
1218
Aspiriant LLC
California
$585K -$36.9K -342 -6%
TIA
1219
Tiemann Investment Advisors
California
$583K -$53.8K -495 -8%
P
1220
Pitcairn
Pennsylvania
$582K +$48.9K +450 +9%
PC
1221
Port Capital
Illinois
$578K +$4.35K +40 +0.8%
HIC
1222
Harvey Investment Company
Kentucky
$576K +$91K +837 +19%
BOC
1223
Barbara Oil Co
Illinois
$568K – – –
HSA
1224
Hussman Strategic Advisors
Maryland
$568K – – –
CCP
1225
Corient Capital Partners
California
$568K +$141K +1,296 +33%
47 48
49
50 51