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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 %
WCM
1576
Weik Capital Management
Pennsylvania
$269K -$140K -1,286 -34%
B
1577
Bridgeworth
Alabama
$269K -$11K -150 -4%
IFAM
1578
Institutional & Family Asset Management
Colorado
$268K -$6.08K -56 -2%
TFO
1579
Tarbox Family Office
California
$267K -$2.61K -24 -1%
IWC
1580
Integrated Wealth Concepts
Massachusetts
$267K +$18.8K +173 +8%
AEPG
1581
American Economic Planning Group
New Jersey
$266K -$1.63K -15 -0.6%
PWP
1582
Private Wealth Partners
California
$265K -$174K -1,599 -40%
PP
1583
PDS Planning
Ohio
$265K +$6.41K +59 +2%
SM
1584
Sciencast Management
New Jersey
$265K +$265K +2,092 New
SWA
1585
SFMG Wealth Advisors
Texas
$264K -$2.5K -23 -0.9%
CRIG
1586
Charter Research & Investment Group
Connecticut
$264K – – –
C
1587
Cerebellum
California
$263K +$263K +2,417 New
SWM
1588
SVA Wealth Management
Wisconsin
$262K -$325K -2,994 -55%
OC
1589
Oakworth Capital
Alabama
$262K -$79.3K -730 -23%
TAM
1590
Todd Asset Management
Kentucky
$262K – – –
BLAM
1591
Bourne Lent Asset Management
New York
$262K – – –
DSN
1592
D. Scott Neal
Kentucky
$262K +$8.15K +75 +3%
AIM
1593
Advantage Investment Management
Iowa
$261K -$96.7K -889 -27%
CC
1594
Colrain Capital
Massachusetts
$261K – – –
TAM
1595
Taurus Asset Management
New York
$261K – – –
PPP
1596
Private Portfolio Partners
New Jersey
$261K +$261K +2,404 New
GBBWRPM
1597
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$260K -$15.3K -141 -6%
RIS
1598
Retirement Income Solutions
Michigan
$260K -$1.85K -17 -0.7%
CBU
1599
CIBC Bank USA
Illinois
$259K -$82.7K -759 -24%
AIM
1600
Aspen Investment Management
Michigan
$259K -$61.9K -569 -19%
62 63
64
65 66