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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 %
SLA
1401
Silver Lake Advisory
Utah
$381K -$19.1K -176 -5%
FC
1402
Fairpointe Capital
Illinois
$381K +$102K +941 +37%
GVAG
1403
Great Valley Advisor Group
Delaware
$381K +$381K +3,507 New
PAS
1404
Professional Advisory Services
Florida
$378K – – –
PAS
1405
Partnervest Advisory Services
California
$377K -$2.17M -20,000 -85%
LPIC
1406
LeJeune Puetz Investment Counsel
Michigan
$377K -$373K -3,434 -50%
HWA
1407
HCR Wealth Advisors
California
$377K +$37.3K +354 +11%
CCM
1408
Chilton Capital Management
Texas
$376K -$1.03M -9,497 -73%
OIWM
1409
OptiFour Integrated Wealth Management
Virginia
$376K -$44.2K -407 -11%
ACG
1410
Allen Capital Group
Nebraska
$376K +$53.5K +452 +17%
HIM
1411
Hotaling Investment Management
Pennsylvania
$376K +$376K +3,464 New
SFG
1412
SevenBridge Financial Group
Pennsylvania
$375K -$1.52M -13,994 -80%
CHA
1413
Cooper/Haims Advisors
New York
$375K – – –
CAM
1414
Cresset Asset Management
Illinois
$375K +$375K +3,449 New
MC
1415
Middleton & Co
Massachusetts
$374K -$31.3K -288 -8%
RC
1416
Reik & Co
New York
$372K – – –
LCP
1417
Legacy Capital Partners
Wisconsin
$372K – – –
PAM
1418
Pegasus Asset Management
New York
$372K +$5.65K +52 +2%
HPC
1419
HM Payson & Co
Maine
$369K -$27.8M -256,229 -99%
CCM
1420
Carlson Capital Management
Minnesota
$368K -$65.7K -605 -15%
GIA
1421
Gladstone Institutional Advisory
Florida
$367K +$367K +3,373 New
SOAMC
1422
Spirit of America Management Corp
New York
$365K – – –
MFBTD
1423
MB Financial Bank - Trust Department
Illinois
$362K -$11.1K -102 -3%
KLCM
1424
KG&L Capital Management
Louisiana
$362K +$362K +3,330 New
PCM
1425
Palisade Capital Management
New Jersey
$361K – – –
55 56
57
58 59