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 %
WCM
1551
Windsor Capital Management
Arizona
$403K +$51K +348 +14%
HCA
1552
Harbour Capital Advisors
Virginia
$400K -$76K -518 -16%
TA
1553
Tiedemann Advisors
New York
$399K
OWA
1554
One Wealth Advisors
California
$399K +$10.1K +69 +3%
WRF
1555
Waddell & Reed Financial
Kansas
$399K +$399K +2,720 New
KCPG
1556
Kavar Capital Partners Group
Kansas
$396K +$44.6K +304 +13%
NFG
1557
Nadler Financial Group
Illinois
$395K +$62.6K +427 +19%
MOS
1558
MGO One Seven
Ohio
$390K +$169K +1,154 +77%
CWM
1559
Cranbrook Wealth Management
Michigan
$389K
KFA
1560
Kelleher Financial Advisors
New York
$388K +$117K +799 +43%
RIS
1561
Retirement Income Solutions
Michigan
$387K -$151K -1,031 -28%
BBNB
1562
Baker Boyer National Bank
Washington
$387K -$122K -832 -24%
KIC
1563
Keating Investment Counselors
Florida
$387K
AFS
1564
Access Financial Services
Minnesota
$387K +$19.2K +131 +5%
WCM
1565
Whitener Capital Management
North Carolina
$386K +$186K +1,271 +93%
SP
1566
Successful Portfolios
Florida
$385K +$7.05K +48 +2%
Fuller & Thaler Asset Management
1567
Fuller & Thaler Asset Management
California
$384K -$1.27M -8,682 -77%
BFM
1568
Boothbay Fund Management
New York
$384K -$696K -4,742 -64%
SBA
1569
Secrest Blakey & Associates
North Carolina
$384K -$4.55K -31 -1%
HIM
1570
Hillsdale Investment Management
Ontario, Canada
$384K
NFC
1571
Northeast Financial Consultants
Connecticut
$384K
GCC
1572
Game Creek Capital
Massachusetts
$384K +$384K +2,615 New
MCMT
1573
Moon Capital Management (Tennessee)
Tennessee
$384K -$30.7K -209 -7%
CRIG
1574
Charter Research & Investment Group
Connecticut
$383K -$9.97K -68 -3%
KFA
1575
Kabarec Financial Advisors
Illinois
$382K