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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 %
RWM
1601
Ritholtz Wealth Management
New York
$258K -$50.1K -461 -16%
NIM
1602
NuWave Investment Management
New Jersey
$258K +$171K +1,568 +196%
Schroder Investment Management Group
1603
Schroder Investment Management Group
United Kingdom
$258K +$28.4K +261,379 +12%
NIM
1604
Northeast Investment Management
Massachusetts
$257K -$51.1K -470 -17%
GP
1605
Girard Partners
Pennsylvania
$255K -$61.3K -565 -19%
OSNBOA
1606
Old Second National Bank of Aurora
Illinois
$255K +$4.02K +37 +2%
CCA
1607
Conestoga Capital Advisors
Pennsylvania
$254K – – –
NWM
1608
Northwest Wealth Management
Iowa
$253K +$868 +8 +0.3%
MIM
1609
Miller Investment Management
Pennsylvania
$252K – – –
PSC
1610
Prentiss Smith & Co
Vermont
$252K – – –
RBFC
1611
Roman Butler Fullerton & Co
Missouri
$252K +$252K +2,160 New
MFW
1612
Mosaic Family Wealth
Missouri
$251K -$46.2K -426 -16%
LB
1613
Legacy Bridge
Iowa
$251K +$251K +2,311 New
SC
1614
Saturna Capital
Washington
$250K – – –
MYIA
1615
Mount Yale Investment Advisors
Colorado
$250K +$641 +5 +0.3%
PAG
1616
Pinnacle Advisory Group
Maryland
$250K +$250K +2,304 New
HIC
1617
Hartline Investment Corp
Illinois
$249K -$116K -1,073 -32%
HFM
1618
Harvest Fund Management
China
$249K +$73.4K +674 +42%
QCIG
1619
Quad-Cities Investment Group
Iowa
$248K -$320K -2,962 -56%
JCM
1620
Janney Capital Management
Pennsylvania
$248K +$217 +2 +0.1%
CAAS
1621
Capital Asset Advisory Services
Michigan
$247K – – –
TSS
1622
Thomas Story & Son
Indiana
$246K – – –
MCG
1623
McCollum Christoferson Group
New York
$246K – – –
GFS
1624
GYL Financial Synergies
Connecticut
$246K +$246K +2,264 New
BWAM
1625
Boyd Watterson Asset Management
Ohio
$245K -$101K -931 -29%
63 64
65
66 67