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 %
CBT
1751
Central Bank & Trust
Kentucky
$146K – – –
HCM
1752
Hilton Capital Management
New York
$145K – – –
MCM
1753
MV Capital Management
Maryland
$142K -$52.4K -483 -27%
OIA
1754
OneDigital Investment Advisors
Kansas
$141K -$140K -1,289 -50%
VCM
1755
Versant Capital Management
Arizona
$141K – – –
NCM
1756
Nelson Capital Management
California
$140K – – –
RAM
1757
Riggs Asset Management
Pennsylvania
$140K – – –
OFS
1758
Orrstown Financial Services
Pennsylvania
$139K -$977 -9 -0.7%
IC
1759
Inscription Capital
Texas
$136K +$136K +1,255 New
SIS
1760
Sound Income Strategies
Florida
$135K +$79.5K +733 +143%
NPP
1761
New Potomac Partners
Maryland
$131K – – –
AWM
1762
Arbor Wealth Management
Florida
$129K +$129K +1,184 New
ATFA
1763
All Terrain Financial Advisors
Minnesota
$128K -$46.5K -429 -27%
WANY
1764
Wealthspire Advisors (New York)
New York
$126K +$126K +1,157 New
LWM
1765
Liberty Wealth Management
California
$124K +$124K +1,144 New
FTI
1766
Fiduciary Trust International
Massachusetts
$122K +$122K +1,124 New
PCA
1767
Peddock Capital Advisors
Massachusetts
$115K +$15.7K +145 +16%
TWMP
1768
Taylor Wealth Management Partners
Massachusetts
$114K -$68.4K -628 -38%
OAJ
1769
Ogorek Anthony Joseph
New York
$109K – – –
CFG
1770
CKW Financial Group
Hawaii
$109K +$434 +4 +0.4%
LC
1771
Lindbrook Capital
California
$109K +$109K +1,004 New
AWM
1772
Aevitas Wealth Management
Massachusetts
$105K -$18K -166 -15%
GCM
1773
Gables Capital Management
Florida
$105K -$5.64K -52 -5%
KLWA
1774
Kelly Lawrence W & Associates
California
$102K – – –
LFG
1775
Larson Financial Group
Missouri
$102K +$102K +941 New
69 70
71
72 73