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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
1
Vanguard Group
Pennsylvania
$8.15B
2
BlackRock
2
BlackRock
New York
$6.98B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$203M
4
CS
4
Credit Suisse
Switzerland
$407M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$493M

Top Sellers

1
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$0
2
Capital World Investors
2
Capital World Investors
California
$0
3
Bank of America
3
Bank of America
North Carolina
$772M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.05B
5
Deutsche Bank
5
Deutsche Bank
Germany
$455M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBA
2026
Front Barnett Associates
Illinois
– -$261K -1,803 Closed
AHC
2027
Adell Harriman & Carpenter
Texas
– -$260K -1,798 Closed
KFA
2028
Kelleher Financial Advisors
New York
– -$260K -1,797 Closed
GWCM
2029
Godshalk Welsh Capital Management
Pennsylvania
– -$257K -1,778 Closed
PM
2030
Penbrook Management
New York
– -$257K -1,778 Closed
TW
2031
Transform Wealth
Colorado
– -$257K -1,775 Closed
DA
2032
Doliver Advisors
Texas
– -$256K -1,773 Closed
GI
2033
Glovista Investments
New Jersey
– -$255K -1,764 Closed
RGC
2034
Roberts, Glore & Co
Illinois
– -$254K -1,760 Closed
WBG
2035
Wharton Business Group
Pennsylvania
– -$254K -1,757 Closed
VCP
2036
Vista Capital Partners
Oregon
– -$252K -1,744 Closed
PP
2037
Pegasus Partners
Wisconsin
– -$251K -1,738 Closed
SCM
2038
Stordahl Capital Management
Colorado
– -$215K -1,732 Closed
RMAM
2039
Raab & Moskowitz Asset Management
New Jersey
– -$250K -1,729 Closed
HA
2040
Hays Advisory
Tennessee
– -$248K -1,712 Closed
MF
2041
Magnetar Financial
Illinois
– -$246K -1,703 Closed
NP
2042
NS Partners
United Kingdom
– -$246K -1,700 Closed
PFG
2043
Piershale Financial Group
Illinois
– -$242K -1,674 Closed
AWMG
2044
Alliance Wealth Management Group
New Jersey
– -$242K -1,674 Closed
GAM
2045
Gould Asset Management
California
– -$242K -1,674 Closed
B
2046
Brightworth
Georgia
– -$242K -1,673 Closed
ERIM
2047
Eagle Ridge Investment Management
Connecticut
– -$241K -1,669 Closed
MGAM
2048
McGowan Group Asset Management
Texas
– -$241K -1,667 Closed
MCIA
2049
Mountain Capital Investment Advisors
Colorado
– -$239K -1,654 Closed
NPPM
2050
North Point Portfolio Managers
Ohio
– -$239K -1,652 Closed
80 81
82
83 84