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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 %
LFA
1326
Legacy Financial Advisors
Kentucky
$457K -$1.3K -12 -0.3%
KCM
1327
Kendall Capital Management
Maryland
$456K -$95.1K -875 -17%
BOS
1328
Bingham Osborn & Scarborough
California
$456K -$34.6K -319 -7%
BRM
1329
Boston Research & Management
Massachusetts
$456K – – –
PAWC
1330
P.A.W. Capital
Connecticut
$455K – – –
HCM
1331
Harvey Capital Management
Florida
$452K -$931K -8,577 -67%
NB
1332
Nicolet Bankshares
Wisconsin
$449K -$35.8K -329 -7%
EM
1333
Emancipation Management
New York
$449K – – –
IAMOG
1334
Investors Asset Management of Georgia
Georgia
$448K +$57.4K +528 +15%
FPS
1335
Fieldpoint Private Securities
Connecticut
$447K – – –
BCM
1336
BTR Capital Management
California
$446K -$86.9K -800 -16%
SCP
1337
Sandhill Capital Partners
New York
$444K -$53.7K -495 -11%
SAM
1338
SignalPoint Asset Management
Missouri
$443K -$37.7K -347 -8%
AIM
1339
Acropolis Investment Management
Missouri
$442K -$304K -2,803 -41%
PFGIA
1340
Patriot Financial Group Insurance Agency
Massachusetts
$442K +$3.69K +34 +0.8%
CPIG
1341
Chicago Partners Investment Group
Illinois
$440K -$212K -1,824 -33%
CA
1342
Cortland Associates
Missouri
$437K -$5.43K -50 -1%
BWP
1343
Bernardo Wealth Planning
Pennsylvania
$437K +$437K +4,023 New
BCB
1344
Brian C. Broderick
$435K – – –
ACM
1345
Allred Capital Management
Texas
$435K +$435K +4,003 New
MCWS
1346
McKinley Carter Wealth Services
West Virginia
$433K -$243K -2,236 -36%
RIG
1347
Roosevelt Investment Group
New York
$430K – – –
RAM
1348
Roanoke Asset Management
New Jersey
$425K -$12.5K -115 -3%
AGA
1349
Accuvest Global Advisors
Utah
$424K +$29.3K +269 +7%
CANY
1350
Caxton Associates (New York)
New York
$423K +$423K +3,893 New
52 53
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