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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
$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 %
JFA
2001
Johanson Financial Advisors
California
– -$322K -2,224 Closed
FIMG
2002
Financial & Investment Management Group
Michigan
– -$319K -2,203 Closed
SIA
2003
Starfire Investment Advisers
Michigan
– -$310K -2,145 Closed
DR
2004
Davis Rea
Ontario, Canada
– -$310K -2,141 Closed
LB
2005
Landmark Bank
Missouri
– -$307K -2,122 Closed
CI
2006
Capital International
California
– -$304K -2,102 Closed
FPCP
2007
Fort Point Capital Partners
California
– -$296K -2,048 Closed
UBV
2008
United Bank (Virginia)
Virginia
– -$295K -2,047 Closed
RIM
2009
Redwood Investment Management
Arizona
– -$293K -2,024 Closed
WIA
2010
Westbourne Investment Advisors
Maryland
– -$291K -2,016 Closed
OWA
2011
One Wealth Advisors
California
– -$288K -1,994 Closed
BI
2012
Bredin Investment
Delaware
– -$285K -1,970 Closed
DWM
2013
Dynasty Wealth Management
Florida
– -$284K -1,965 Closed
I
2014
IberiaBank
Louisiana
– -$284K -1,964 Closed
WAG
2015
Winthrop Advisory Group
Massachusetts
– -$282K -1,950 Closed
BA
2016
Bennicas & Associates
California
– -$281K -1,945 Closed
RPA
2017
Rock Point Advisors
Vermont
– -$278K -1,923 Closed
LC
2018
Lincoln Capital
Nebraska
– -$272K -1,885 Closed
FRM
2019
Foundation Resource Management
Arkansas
– -$271K -1,878 Closed
MCM
2020
Mengis Capital Management
Oregon
– -$271K -1,875 Closed
PBO
2021
Peoples Bank (Ohio)
Ohio
– -$268K -1,852 Closed
PHAM
2022
Palisades Hudson Asset Management
Florida
– -$267K -1,850 Closed
TCM
2023
Traynor Capital Management
Pennsylvania
– -$264K -1,826 Closed
CIS
2024
Connors Investor Services
Pennsylvania
– -$263K -1,822 Closed
SAM
2025
Seelaus Asset Management
New Jersey
– -$263K -1,818 Closed
79 80
81
82 83