1,973 hedge funds and large institutions have $81B invested in IBM in 2017 Q4 according to their latest regulatory filings, with 298 funds opening new positions, 710 increasing their positions, 759 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,973
Holders Change
+217
Holders Change %
+12.36%
% of All Funds
44.81%
Holding in Top 10
76
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.59%
% of All Funds
1.73%
New
298
Increased
710
Reduced
759
Closed
65
Calls
$1.76B
Puts
$2.25B
Net Calls
-$490M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Shares
Change %
PCFFS
1901
Pacific Center for Financial Services
California
$84K
IWP
1902
Icon Wealth Partners
Texas
$83K +$83K +564 New
Financial Engines Advisors
1903
Financial Engines Advisors
California
$77K +$77K +527 New
RBC
1904
Roble Belko & Company
Pennsylvania
$75K
ABA
1905
American Beacon Advisors
Texas
$73K +$15.5K +105 +27%
BWL
1906
Bogart Wealth LLC
Virginia
$72K -$440 -3 -0.6%
FMA
1907
FNY Managed Accounts
New York
$70K +$47.3K +323 +208%
PAI
1908
Pittenger & Anderson Inc
Nebraska
$68K -$25.3K -174 -27%
WCM
1909
Wealthcare Capital Management
Virginia
$66K +$442 +3 +0.7%
SHJ
1910
Sharkey, Howes & Javer
Colorado
$63K
AOWM
1911
Alpha Omega Wealth Management
Virginia
$62K -$19.8K -136 -24%
ST
1912
Sageworth Trust
Pennsylvania
$61K
HL
1913
Harding Loevner
New Jersey
$58K +$58K +397 New
AIM
1914
ARK Investment Management
Florida
$56K +$56K +383 New
TDC
1915
Thompson Davis & Co
Virginia
$55K -$23.8K -161 -30%
SIAS
1916
Shine Investment Advisory Services
Colorado
$55K
LWA
1917
Lenox Wealth Advisors
New York
$55K +$35.3K +240 +179%
CCMW
1918
Cypress Capital Management (Wyoming)
Wyoming
$54K -$54K -368 -50%
WA
1919
Winfield Associates
Ohio
$54K -$48.2K -322 -47%
MCM
1920
Mainstay Capital Management
Michigan
$54K +$54K +370 New
FMP
1921
Financial Management Professionals
Texas
$53K -$30.3K -209 -36%
SIAP
1922
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K -$884 -6 -2%
WPA
1923
West Paces Advisors
Georgia
$51.7K
TA
1924
Townsend & Associates
Colorado
$51K +$51K +345 New
AFIA
1925
America First Investment Advisors
Nebraska
$46K