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
$8.15B
2
BlackRock
BlackRock
New York
$6.98B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$203M
4
CS
Credit Suisse
Switzerland
$407M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$493M

Top Sellers

1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$0
2
Capital World Investors
Capital World Investors
California
$0
3
Bank of America
Bank of America
North Carolina
$772M
4
Morgan Stanley
Morgan Stanley
New York
$1.05B
5
Deutsche Bank
Deutsche Bank
Germany
$455M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBP
1976
Banco BTG Pactual
Brazil
– -$555K -3,837 Closed
ANBT
1977
American National Bank & Trust
Texas
– -$518K -3,582 Closed
WB
1978
Wilks Brothers
Texas
– -$499K -3,452 Closed
CI
1979
Cowen Inc
New York
– -$499K -3,452 Closed
WCF
1980
West Coast Financial
California
– -$475K -3,288 Closed
UC
1981
Unio Capital
New Jersey
– -$469K -3,243 Closed
JCP
1982
Jabre Capital Partners
Switzerland
– -$469K -3,243 Closed
S
1983
SimplyRich
California
– -$468K -3,234 Closed
PWAG
1984
Polaris Wealth Advisory Group
California
– -$461K -3,186 Closed
BC
1985
Banced Corp
Illinois
– -$455K -3,151 Closed
SAM
1986
Strategy Asset Managers
California
– -$451K -3,117 Closed
AIS
1987
AlphaOne Investment Services
Pennsylvania
– -$446K -3,086 Closed
MC
1988
Mathes Company
New York
– -$430K -2,978 Closed
CAM
1989
Cidel Asset Management
Ontario, Canada
– -$422K -2,919 Closed
CWM
1990
Circle Wealth Management
New Jersey
– -$415K -2,868 Closed
H
1991
Hexavest
Quebec, Canada
– -$391K -2,702 Closed
DIM
1992
DC Investments Management
Virginia
– -$389K -2,690 Closed
PWM
1993
Perigon Wealth Management
California
– -$381K -2,634 Closed
TFS
1994
TrustCore Financial Services
Tennessee
– -$369K -2,551 Closed
CMANY
1995
Capital Management Associates (New York)
New York
– -$355K -2,458 Closed
CGT
1996
Capital Guardian Trust
California
– -$351K -2,427 Closed
AWA
1997
ARS Wealth Advisors
Florida
– -$346K -2,396 Closed
BCA
1998
Bay Colony Advisors
Massachusetts
– -$329K -2,278 Closed
KJWM
1999
Kiley Juergens Wealth Management
Washington
– -$325K -2,252 Closed
VSWA
2000
Vontobel Swiss Wealth Advisors
Switzerland
– -$322K -2,228 Closed
78 79
80
81 82