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
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
1476
Lake Street Advisors Group
New Hampshire
$327K +$145K +1,334 +80%
ER
1477
Enlightenment Research
Florida
$327K +$327K +3,012 New
SCM
1478
Stevens Capital Management
Pennsylvania
$325K -$1.13M -10,436 -78%
HA
1479
Hamel Associates
New Jersey
$325K +$17.1K +157 +6%
LIA
1480
LBMC Investment Advisors
Tennessee
$325K +$98.5K +906 +44%
H
1481
HoyleCohen
California
$324K -$309K -2,845 -49%
IB
1482
Intrust Bank
Kansas
$324K -$16.4K -151 -5%
TTWM
1483
TCV Trust & Wealth Management
Virginia
$323K +$47K +433 +17%
VCM
1484
Virtue Capital Management
Tennessee
$322K -$1.09M -10,070 -77%
POIA
1485
Pin Oak Investment Advisors
Texas
$322K
VAS
1486
Valicenti Advisory Services
New York
$320K -$3.51M -32,285 -92%
KS
1487
Karpas Strategies
Connecticut
$320K
AAM
1488
Aureus Asset Management
Massachusetts
$319K +$2.29K +21 +0.7%
CC
1489
Cornerstone Capital
California
$318K -$159K -1,464 -33%
HS
1490
HighVista Strategies
Massachusetts
$318K -$102K -941 -24%
NCM
1491
Narwhal Capital Management
Georgia
$314K -$114K -1,046 -27%
DWA
1492
Divergent Wealth Advisors
Utah
$314K
GCC
1493
Game Creek Capital
Massachusetts
$313K -$222K -2,039 -41%
AWM
1494
Altavista Wealth Management
North Carolina
$313K -$72K -663 -19%
TL
1495
TrueWealth LLC
Georgia
$313K -$16.1K -148 -5%
IDA
1496
Intelligence Driven Advisers
California
$311K +$311K +2,862 New
IAS
1497
IMA Advisory Services
Colorado
$310K
FWP
1498
FAS Wealth Partners
Kansas
$309K +$2.06K +19 +0.7%
TC
1499
Trust Company
Kansas
$309K +$26.7K +246 +9%
MA
1500
MCF Advisors
Kentucky
$308K +$167K +1,532 +118%