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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 %
ZAM
1251
Zevin Asset Management
Massachusetts
$543K -$66.5K -612 -11%
IIC
1252
Integrated Investment Consultants
Michigan
$542K +$50.6K +465 +10%
BMC
1253
Benin Management Corp
Connecticut
$541K +$56.9K +523 +12%
WMA
1254
Wealth Management Associates
New Jersey
$537K +$537K +4,942 New
SCA
1255
SMH Capital Advisors
Texas
$535K -$9.57K -88 -2%
JWBC
1256
John W. Bristol & Co
New York
$535K +$535K +4,927 New
EWM
1257
Endurance Wealth Management
Rhode Island
$533K -$125K -1,150 -19%
SC
1258
SRB Corp
Massachusetts
$533K +$533K +4,905 New
CPA
1259
Court Place Advisors
Maryland
$531K -$50.1K -461 -9%
MA
1260
Mutual Advisors
Nebraska
$530K +$76.9K +708 +17%
WWM
1261
Western Wealth Management
Colorado
$530K +$530K +4,880 New
CBFP
1262
Cedar Brook Financial Partners
Ohio
$528K +$528K +4,862 New
BW
1263
Bison Wealth
Georgia
$527K +$51.8K +476 +11%
BO
1264
Bank OZK
Arkansas
$523K -$5.65K -52 -1%
EFSCE
1265
Enterprise Financial Services Corp (EFSC)
Missouri
$522K -$26.6K -245 -5%
SHGA
1266
Sand Hill Global Advisors
California
$520K – – –
WIS
1267
Wright Investors Service
Connecticut
$519K -$34.4K -316 -6%
PTC
1268
Philadelphia Trust Company
Pennsylvania
$516K -$141K -1,297 -21%
AF
1269
Affiance Financial
Minnesota
$516K -$29.8K -274 -5%
LWANC
1270
Laurel Wealth Advisors (North Carolina)
North Carolina
$513K +$513K +4,724 New
BCM
1271
Bienville Capital Management
New York
$512K +$114K +1,046 +29%
TC
1272
Telemus Capital
Michigan
$511K -$25.9K -238 -5%
CHA
1273
Carmichael Hill & Associates
Maryland
$511K -$22K -202 -4%
SMC
1274
Smith, Moore & Co
Missouri
$511K +$74.2K +683 +17%
VCAM
1275
Van Cleef Asset Management
Ohio
$510K +$50.9K +468 +11%
49 50
51
52 53