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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 %
AIA
1626
Arbor Investment Advisors
North Carolina
$245K – – –
MS
1627
Maven Securities
Jersey
$245K +$245K +2,273 New
BBWA
1628
Bell & Brown Wealth Advisors
California
$244K -$657K -6,046 -73%
MCP
1629
Mirador Capital Partners
California
$244K -$95.8K -882 -28%
DAS
1630
Dynamic Advisor Solutions
Arizona
$243K -$361K -2,815 -60%
SP
1631
Successful Portfolios
Florida
$243K -$40.6K -374 -14%
GHA
1632
GW Henssler & Associates
Georgia
$243K -$1.42K -13 -0.6%
CFD
1633
Creative Financial Designs
Indiana
$243K +$25.1K +231 +12%
BDF
1634
Balasa Dinverno & Foltz
$242K -$145K -1,333 -37%
AIA
1635
Avalon Investment & Advisory
Texas
$242K -$32.1K -295 -12%
TSWM
1636
Triangle Securities Wealth Management
North Carolina
$241K -$55.6K -511 -19%
LC
1637
LCNB Corp
Ohio
$241K -$22.8K -210 -9%
CCM
1638
Chickasaw Capital Management
Tennessee
$241K – – –
HFP
1639
Holistic Financial Partners
Indiana
$240K – – –
VWA
1640
V Wealth Advisors
Kansas
$240K +$40.8K +353 +20%
NQWM
1641
Northwest Quadrant Wealth Management
Oregon
$239K +$2.96K +23 +1%
SFWC
1642
Strategic Family Wealth Counselors
New Jersey
$239K +$239K +2,199 New
CAW
1643
Cornerstone Advisors (Washington)
Washington
$236K +$15.9K +146 +7%
CPSAC
1644
Chas P. Smith & Associates (CPS)
Florida
$235K -$12.2K -112 -5%
IA
1645
Independence Advisors
Pennsylvania
$235K -$544 -5 -0.2%
OCM
1646
Osterweis Capital Management
California
$235K +$8.71K +80 +4%
BWA
1647
BlueSky Wealth Advisors
North Carolina
$235K +$235K +1,848 New
MWP
1648
Moller Wealth Partners
$235K +$235K +2,040 New
HCM
1649
Highlander Capital Management
New Jersey
$234K -$143K -1,308 -38%
AFA
1650
Arlington Financial Advisors
California
$234K +$34K +313 +17%
64 65
66
67 68