IBM icon

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 %
SSW
1651
Smith Shellnut Wilson
Mississippi
$233K – – –
GAM
1652
Gemmer Asset Management
California
$232K -$294K -2,703 -56%
TB
1653
Terril Brothers
Missouri
$231K – – –
SCM
1654
Stellar Capital Management
Arizona
$231K +$218 +2 +0.1%
PIM
1655
Progressive Investment Management
Oregon
$229K – – –
NEPWA
1656
New England Private Wealth Advisors
Massachusetts
$229K +$52.5K +482 +30%
SEIA
1657
Signature Estate & Investment Advisors
California
$228K – – –
PA
1658
PFG Advisors
Arizona
$228K +$228K +1,750 New
PCA
1659
Private Capital Advisors
Connecticut
$227K -$5.11M -47,079 -96%
NAMP
1660
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$227K -$354K -3,258 -61%
FIG
1661
FundX Investment Group
California
$227K – – –
LD
1662
Lipe & Dalton
New York
$227K – – –
KF
1663
Krilogy Financial
Missouri
$227K +$61.3K +564 +37%
ZDA
1664
Zweig-DiMenna Associates
New York
$227K +$227K +2,092 New
DOA
1665
D'Orazio & Associates
Virginia
$226K -$76.3K -702 -25%
HPWM
1666
Highland Private Wealth Management
Washington
$226K -$45.2K -417 -17%
JGIA
1667
Jackson Grant Investment Advisers
Connecticut
$226K +$761 +7 +0.3%
BPA
1668
Beacon Pointe Advisors
California
$226K +$226K +2,101 New
GC
1669
Gilbert & Cook
Iowa
$225K -$14.4K -133 -6%
BCM
1670
Brown Capital Management
Maryland
$225K – – –
BIM
1671
Baldwin Investment Management
Pennsylvania
$224K – – –
TA
1672
TFG Advisers
Michigan
$223K +$223K +2,059 New
DDPIC
1673
Deroy & Devereaux Private Investment Counsel
Michigan
$222K +$17.1K +157 +8%
SCA
1674
STALEY CAPITAL ADVISERS
Pennsylvania
$221K -$300K -2,757 -58%
AWA
1675
Acorn Wealth Advisors
Michigan
$221K +$689 +6 +0.3%
65 66
67
68 69