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 %
KFA
1676
Kays Financial Advisory
Georgia
$220K +$19.4K +179 +10%
FNBOSM
1677
First National Bank of South Miami
Florida
$220K +$220K +1,715 New
TIM
1678
Total Investment Management
Arizona
$218K +$645 +5 +0.3%
SG
1679
StoneX Group
New York
$217K +$40.3K +371 +23%
RA
1680
Riverstone Advisors
Texas
$217K +$217K +1,993 New
FEM
1681
Fulcrum Equity Management
Texas
$217K +$217K +2,000 New
TI
1682
Truepoint Inc
Ohio
$216K -$195K -1,793 -47%
BA
1683
Bristol Advisors
Pennsylvania
$216K – – –
UF
1684
Univest Financial
Pennsylvania
$215K -$166K -1,534 -44%
PO
1685
Private Ocean
California
$215K -$77.4K -712 -26%
NFG
1686
Nadler Financial Group
Illinois
$215K +$760 +7 +0.4%
HCM
1687
Harvest Capital Management
New Hampshire
$215K +$1.31K +12 +0.6%
LJHT
1688
Laurie J. Hall Trustee
$214K – – –
TMAM
1689
Tokio Marine Asset Management
Japan
$214K +$24.8K +228 +13%
WIC
1690
Woodmont Investment Counsel
Tennessee
$214K +$214K +1,969 New
CAC
1691
Certified Advisory Corp
Florida
$213K -$16.9K -156 -7%
DW
1692
Domani Wealth
Pennsylvania
$213K – – –
JWBC
1693
J.W. Burns & Co
New York
$213K +$6.42K +59 +3%
KFGK
1694
Keystone Financial Group (Kentucky)
Kentucky
$213K +$213K +1,960 New
BDWM
1695
Brewin Dolphin Wealth Management
Ireland
$213K – – –
RRC
1696
Relaxing Retirement Coach
Massachusetts
$212K – – –
CWM
1697
Campbell Wealth Management
Virginia
$212K +$212K +1,949 New
MWA
1698
Meridian Wealth Advisors
Texas
$212K +$212K +1,954 New
FWCM
1699
First Western Capital Management
California
$211K -$213K -1,962 -50%
MWM
1700
Merriman Wealth Management
Washington
$210K -$12.4K -111 -6%
66 67
68
69 70