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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 %
BHA
1226
Beech Hill Advisors
New York
$566K +$99.5K +915 +21%
HR
1227
Howe & Rusling
New York
$564K -$7.71M -70,914 -93%
BWA
1228
Burt Wealth Advisors
Maryland
$564K -$80K -736 -12%
QPWM
1229
Quadrant Private Wealth Management
Pennsylvania
$564K +$98.8K +910 +21%
FNC
1230
First National Corp
Massachusetts
$564K +$564K +5,189 New
FSC
1231
Full Sail Capital
Oklahoma
$563K +$563K +5,183 New
HT
1232
Heritage Trust
Oklahoma
$562K -$1.84M -16,963 -77%
TCOT
1233
Trust Company of Toledo
Ohio
$561K -$149K -1,373 -21%
GC
1234
Guardian Capital
Ontario, Canada
$559K -$220K -2,030 -28%
CC
1235
Cypress Capital
Tennessee
$557K +$557K +5,122 New
NA
1236
Nottingham Advisors
New York
$556K – – –
IWM
1237
IHT Wealth Management
Illinois
$554K -$870 -8 -0.2%
CPA
1238
Cowen Prime Advisors
New York
$554K +$14.8K +136 +3%
MCM
1239
Maryland Capital Management
Maryland
$553K -$19.4K -178 -3%
CRC
1240
Curi RMB Capital
Illinois
$552K -$181K -1,665 -25%
CWM
1241
Chesapeake Wealth Management
Virginia
$551K -$52.9K -487 -9%
LA
1242
Lau Associates
Delaware
$550K -$48.4K -445 -8%
DAM
1243
Doheny Asset Management
California
$548K -$148K -1,360 -21%
GBT
1244
Grove Bank & Trust
Florida
$548K -$113K -1,042 -17%
BFG
1245
Beacon Financial Group
Texas
$548K +$37.5K +347 +7%
CB
1246
CNB Bank
Pennsylvania
$548K +$66.5K +612 +14%
9WM
1247
9258 Wealth Management
Ohio
$548K +$548K +5,043 New
11A
1248
10-15 Associates
New York
$547K +$12.4K +114 +2%
CCG
1249
Ceeto Capital Group
Florida
$546K – – –
HL
1250
HeadInvest LLC
Maine
$546K +$273K +2,511 +100%
48 49
50
51 52