1,967 hedge funds and large institutions have $80.8B invested in IBM in 2018 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 847 increasing their positions, 755 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
-6
Holders Change %
-0.3%
% of All Funds
45.15%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
2.11%
New
120
Increased
847
Reduced
755
Closed
101
Calls
$1.86B
Puts
$2.11B
Net Calls
-$245M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1526
Mascoma Wealth Management
New Hampshire
$422K +$147 +1 +0%
DWM
1527
Destination Wealth Management
California
$421K +$733 +5 +0.2%
ECAM
1528
East Coast Asset Management
Massachusetts
$420K -$124K -845 -23%
LCP
1529
Legacy Capital Partners
Wisconsin
$418K
IAS
1530
IMA Advisory Services
Colorado
$418K
CC
1531
Cognios Capital
Kansas
$417K +$5.72K +39 +1%
JFA
1532
Johanson Financial Advisors
California
$416K -$37.4K -255 -8%
FUBT
1533
First United Bank & Trust
Maryland
$416K
Eagle Capital Management (New York)
1534
Eagle Capital Management (New York)
New York
$414K
FRA
1535
Front Row Advisors
California
$414K
POIA
1536
Pin Oak Investment Advisors
Texas
$413K
APG
1537
Abacus Planning Group
South Carolina
$413K +$54.8K +374 +15%
RWM
1538
Ritholtz Wealth Management
New York
$412K -$4.7K -32 -1%
TL
1539
TrueWealth LLC
Georgia
$411K +$34.2K +233 +9%
MSS
1540
Mitchell Sinkler & Starr
Pennsylvania
$409K +$178K +1,213 +77%
AW
1541
ACG Wealth
Georgia
$408K -$71.5K -487 -15%
Assenagon Asset Management
1542
Assenagon Asset Management
Luxembourg
$408K +$408K +2,781 New
HWA
1543
HCR Wealth Advisors
California
$407K +$440 +3 +0.1%
OCM
1544
One Capital Management
California
$406K +$3.81K +26 +0.9%
IFAM
1545
Institutional & Family Asset Management
Colorado
$406K +$5.72K +39 +1%
TSWM
1546
Triangle Securities Wealth Management
North Carolina
$405K -$4.1K -28 -1%
AF
1547
Alerus Financial
North Dakota
$405K
PO
1548
Private Ocean
California
$405K +$99.2K +678 +32%
GBBWRPM
1549
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$404K +$404K +2,752 New
BC
1550
Banced Corp
Illinois
$403K