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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 %
BWM
1301
Baystate Wealth Management
Massachusetts
$486K -$473 -4 -0.1%
IP
1302
Investment Partners
Ohio
$484K -$51.7K -475 -10%
FCB
1303
First Command Bank
Texas
$484K +$46.9K +431 +11%
FCFS
1304
First Command Financial Services
Texas
$484K +$46.9K +431 +11%
SFI
1305
SPC Financial Inc
Maryland
$483K -$31.2K -287 -6%
AIA
1306
Armor Investment Advisors
North Carolina
$483K -$13.7K -126 -3%
AI
1307
Accredited Investors
Minnesota
$483K +$108K +991 +29%
TIM
1308
Tortoise Investment Management
New York
$480K -$24.3K -224 -5%
AC
1309
Alexandria Capital
Virginia
$480K +$79.4K +730 +20%
AQA
1310
Alpha Quant Advisors
Texas
$480K +$480K +4,417 New
HCP
1311
Holt Capital Partners
Texas
$474K – – –
TRCT
1312
Tower Research Capital (TRC)
New York
$471K -$3.4M -31,316 -88%
RAM
1313
Redmond Asset Management
Virginia
$469K +$230K +2,114 +96%
CWA
1314
Cypress Wealth Advisors
California
$468K +$30K +276 +7%
EWM
1315
Empirical Wealth Management
Washington
$466K -$112K -1,027 -19%
JMFC
1316
J.M. Forbes & Co
Massachusetts
$466K – – –
HWA
1317
Heritage Wealth Advisors
Virginia
$466K +$6.84K +63 +1%
MFP
1318
Meridian Financial Partners
Virginia
$465K +$465K +4,278 New
TC
1319
Trilogy Capital
California
$463K -$6.96K -64 -1%
ARMT
1320
Amica Retiree Medical Trust
Rhode Island
$463K – – –
CFS
1321
CRA Financial Services
New Jersey
$463K +$463K +4,257 New
BSPF
1322
British Steel Pension Fund
United Kingdom
$460K +$460K +3,185 New
CCA
1323
Catalyst Capital Advisors
New York
$459K – – –
CIP
1324
Cornerstone Investment Partners
Georgia
$458K -$7.28K -67 -2%
TCM
1325
Telos Capital Management
California
$458K +$22.8K +210 +5%
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