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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 %
SFG
1351
Sather Financial Group
Texas
$422K -$622K -5,741 -60%
PCM
1352
Penserra Capital Management
California
$422K -$292K -2,691 -41%
HCC
1353
Hirtle Callaghan & Co
Pennsylvania
$421K – – –
NG
1354
Northstar Group
New York
$420K -$104K -971 -20%
AI
1355
Atria Investments
North Carolina
$419K -$1.74M -16,055 -81%
FFG
1356
Fortem Financial Group
California
$418K +$418K +3,850 New
BWP
1357
BSW Wealth Partners
Colorado
$417K -$91.1K -837 -18%
MFG
1358
Magnus Financial Group
New York
$417K +$417K +3,841 New
CCG
1359
Chatham Capital Group
Georgia
$416K -$5.76K -53 -1%
WWM
1360
Windsor Wealth Management
Indiana
$415K -$136K -1,252 -25%
TW
1361
TrinityPoint Wealth
Connecticut
$414K +$414K +3,814 New
HFS
1362
Howard Financial Services
Texas
$413K +$413K +3,797 New
CWM
1363
Cornerstone Wealth Management
Missouri
$412K -$41.2M -380,152 -99%
AAP
1364
Arax Advisory Partners
Colorado
$412K +$543 +5 +0.1%
VC
1365
Vestor Capital
Illinois
$411K -$1.1M -10,087 -73%
TNB
1366
Thomasville National Bank
Georgia
$410K +$74.5K +685 +22%
BIAS
1367
Beacon Investment Advisory Services
New Jersey
$409K -$84K -772 -17%
AAM
1368
Ascension Asset Management
New York
$409K – – –
AL
1369
AJO LP
Pennsylvania
$409K +$110K +1,016 +37%
HCM
1370
Hudson Capital Management
New Jersey
$408K +$99.5K +915 +32%
TCPWM
1371
Traverso Chambers Private Wealth Management
California
$408K +$408K +3,753 New
WP
1372
WealthSource Partners
California
$407K -$21K -193 -5%
O
1373
Ossiam
France
$407K +$407K +3,744 New
PWP
1374
Principle Wealth Partners
Connecticut
$407K +$407K +3,748 New
SMH
1375
Sanders Morris Harris
Texas
$405K -$39.8K -366 -9%
53 54
55
56 57