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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 %
MSFP
1876
Mark Sheptoff Financial Planning
Connecticut
$11K -$56.8K -542 -84%
SC
1877
Skylands Capital
Wisconsin
$11K – – –
CRM
1878
Cramer Rosenthal McGlynn
Connecticut
$7K – – –
SCM
1879
Stumpf Capital Management
Arizona
$7K – – –
LGWM
1880
Litman Gregory Wealth Management
California
$6K – – –
IF
1881
Ironwood Financial
Arizona
$6K – – –
CA
1882
Crewe Advisors
Utah
$6K – – –
UB
1883
UMB Bank
Missouri
$5.36K -$189 -1,741 -3%
SQA
1884
Simon Quick Advisors
New Jersey
$5K +$1.25K +12 +33%
1NWS
1885
1 North Wealth Services
Maryland
$5K +$5K +50 New
OP
1886
Oldfield Partners
United Kingdom
$3.51K – – –
LFG
1887
LifePlan Financial Group
Ohio
$3K – – –
DWA
1888
Dougherty Wealth Advisers
Minnesota
$2K +$2K +18 New
LPWM
1889
Lake Point Wealth Management
Texas
$2K +$2K +18 New
WAS
1890
WESPAC Advisors SoCal
California
$1K – – –
WAS
1891
Winch Advisory Services
Wisconsin
$1K – – –
GTAM
1892
Global Trust Asset Management
Florida
$1K – – –
NR
1893
Newfound Research
Massachusetts
$1K +$143 +1 +17%
EAM
1894
Eukles Asset Management
Ohio
$1K +$1K +10 New
UOTTAIMCU
1895
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K +$1K +10 New
MWC
1896
MBM Wealth Consultants
Missouri
$1K +$1K +14 New
CT
1897
Chicago Trust
Illinois
$823 -$45 -411 -5%
TWM
1898
Titus Wealth Management
California
$620 +$11 +100 +2%
WA
1899
WBH Advisory
Maryland
$593 +$92 +844 +18%
NDSI
1900
Newman Dignan & Sheerar Inc
Rhode Island
$564 +$103 +946 +22%
74 75
76
77 78