1,921 hedge funds and large institutions have $79.6B invested in IBM in 2018 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 728 increasing their positions, 830 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,921
Holders Change
-22
Holders Change %
-1.13%
% of All Funds
43.99%
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.49%
New
88
Increased
728
Reduced
830
Closed
91
Calls
$2.29B
Puts
$2.31B
Net Calls
-$26M
Net Calls Change
+$542M
Name Holding Trade Value Shares
Change
Shares
Change %
GHA
1601
GW Henssler & Associates
Georgia
$324K -$10.8K -75 -3%
JFA
1602
Johanson Financial Advisors
California
$322K -$44.7K -309 -12%
VSWA
1603
Vontobel Swiss Wealth Advisors
Switzerland
$322K
AssetMark Inc
1604
AssetMark Inc
California
$322K +$6.64K +46 +2%
CCM
1605
Chickasaw Capital Management
Tennessee
$321K
GC
1606
Gilbert & Cook
Iowa
$319K +$289 +2 +0.1%
FIMG
1607
Financial & Investment Management Group
Michigan
$319K +$2.61K +18 +0.8%
RAM
1608
Redmond Asset Management
Virginia
$319K +$15.2K +105 +5%
HFP
1609
Holistic Financial Partners
Indiana
$319K +$319K +2,204 New
CTB
1610
Country Trust Bank
Illinois
$318K -$4.92K -34 -2%
KA
1611
Kaizen Advisory
Illinois
$318K
AWP
1612
Ascent Wealth Partners
New York
$317K +$89.7K +770 +39%
MFW
1613
Mosaic Family Wealth
Missouri
$316K +$5.19K +45 +2%
IA
1614
Independence Advisors
Pennsylvania
$313K +$3.04K +21 +1%
SMFS
1615
Squar Milner Financial Services
California
$312K -$42.6K -295 -12%
CA
1616
Centerpoint Advisors
Massachusetts
$311K
SA
1617
Strategic Advisors
New York
$311K +$289 +2 +0.1%
SIA
1618
Starfire Investment Advisers
Michigan
$310K -$133K -921 -30%
DR
1619
Davis Rea
Ontario, Canada
$310K
SFM
1620
Signet Financial Management
New Jersey
$310K +$37.7K +261 +14%
SSW
1621
Smith Shellnut Wilson
Mississippi
$310K +$310K +2,142 New
TB
1622
Terril Brothers
Missouri
$308K +$15.2K +105 +5%
LB
1623
Landmark Bank
Missouri
$307K +$37.8K +261 +14%
CAC
1624
Certified Advisory Corp
Florida
$306K -$6.5K -45 -2%
SCM
1625
Stellar Capital Management
Arizona
$306K -$5.05K -35 -2%