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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 %
HH
1276
Hilltop Holdings
Texas
$507K -$215K -1,976 -30%
AWM
1277
AllSquare Wealth Management
New York
$507K +$16.7K +154 +3%
BAM
1278
Belpointe Asset Management
Nevada
$502K -$107K -985 -18%
AUB
1279
Atlantic Union Bankshares
Virginia
$502K -$42.1K -387 -8%
ACI
1280
Alpha Cubed Investments
California
$501K -$361K -3,322 -42%
Jones Financial Companies
1281
Jones Financial Companies
Missouri
$501K -$304K -2,800 -38%
WC
1282
Weil Company
California
$501K -$253K -2,324 -34%
FAN
1283
Financial Advisors Network
California
$501K +$501K +4,608 New
TAM
1284
Trillium Asset Management
Massachusetts
$500K -$6.52K -60 -1%
REMPR
1285
Roof Eidam Maycock Peralta (REMP)
California
$500K – – –
MAM
1286
Mastrapasqua Asset Management
Tennessee
$498K +$76.1K +701 +18%
MIC
1287
Means Investment Company
Maine
$498K +$498K +4,579 New
IBOK
1288
Independence Bank of Kentucky
Kentucky
$497K +$162K +1,485 +48%
MPWT
1289
MassMutual Private Wealth & Trust
Connecticut
$496K -$52.2K -480 -10%
FCCM
1290
First City Capital Management
Georgia
$494K -$37.5K -345 -7%
SC
1291
SouthState Corp
Florida
$492K -$17K -157 -3%
ACM
1292
AlphaStar Capital Management
North Carolina
$492K +$146K +1,345 +42%
CAI
1293
Capital Advisors Inc
Oklahoma
$491K -$9.74M -89,548 -95%
VA
1294
Valmark Advisers
Ohio
$491K -$1.74K -16 -0.4%
SWA
1295
Sutton Wealth Advisors
Florida
$490K -$7.07K -65 -1%
AIA
1296
AGF Investments America
Ontario, Canada
$490K +$11.9K +109 +2%
AIC
1297
Archer Investment Corporation
Indiana
$488K +$488K +4,489 New
SGAM
1298
Steinberg Global Asset Management
Florida
$487K -$17.5K -161 -3%
DMK
1299
David M. Knott
$487K – – –
CAG
1300
Csenge Advisory Group
Florida
$487K +$84.6K +779 +21%
50 51
52
53 54