IBM icon

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 %
MIFH
1526
Migdal Insurance & Financial Holdings
Israel
$292K -$1.99M -18,323 -87%
GPA
1527
Garrison Point Advisors
California
$292K +$292K +2,688 New
AAM
1528
Autus Asset Management
Arizona
$291K -$54.6K -502 -16%
HIM
1529
Hillsdale Investment Management
Ontario, Canada
$291K +$6.85K +63 +2%
WDL
1530
Well Done LLC
Michigan
$291K +$22.3K +205 +8%
CC
1531
Claybrook Capital
Massachusetts
$291K +$280K +2,569 +2,447%
FMTC
1532
Farmers & Merchants Trust Company
California
$291K +$291K +2,679 New
FHC
1533
First Heartland Consultants
Missouri
$290K -$32.2K -296 -10%
SCM
1534
Salem Capital Management
Massachusetts
$290K -$26.1K -240 -8%
EP
1535
Edgestream Partners
New Jersey
$290K +$71.7K +659 +33%
SFA
1536
Semmax Financial Advisors
North Carolina
$290K +$290K +2,665 New
CTB
1537
Country Trust Bank
Illinois
$289K +$49.9K +459 +21%
MCMT
1538
Moon Capital Management (Tennessee)
Tennessee
$288K – – –
WCM
1539
Whitener Capital Management
North Carolina
$288K – – –
CWM
1540
Cranbrook Wealth Management
Michigan
$288K – – –
KWMG
1541
King Wealth Management Group
Florida
$288K +$5.88K +54 +2%
MOS
1542
MGO One Seven
Ohio
$287K -$37K -342 -11%
TFF
1543
The Family Firm
Maryland
$287K +$109 +1 +0%
KIC
1544
Keating Investment Counselors
Florida
$286K – – –
PWM
1545
Paulson Wealth Management
Illinois
$286K +$286K +2,441 New
BFWA
1546
Benchmark Financial Wealth Advisors
Florida
$285K +$285K +2,620 New
WP
1547
WealthPLAN Partners
Nebraska
$284K -$214K -1,618 -43%
SBA
1548
Secrest Blakey & Associates
North Carolina
$284K – – –
SFM
1549
Signet Financial Management
New Jersey
$284K +$51.2K +471 +22%
FIB
1550
First Interstate Bank
Montana
$283K -$191K -1,752 -40%
60 61
62
63 64