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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 %
OKSA
2051
O'Keefe Stevens Advisory
New York
– -$238K -1,647 Closed
DA
2052
Dillon & Associates
Michigan
– -$238K -1,647 Closed
GRQ
2053
Gardner Russo & Quinn
Pennsylvania
– -$238K -1,643 Closed
RWM
2054
Rench Wealth Management
Texas
– -$236K -1,635 Closed
PWPS
2055
Pinnacle Wealth Planning Services
Ohio
– -$235K -1,633 Closed
MBT
2056
Monroe Bank & Trust
Michigan
– -$234K -1,619 Closed
BCM
2057
Beck Capital Management
Texas
– -$234K -1,618 Closed
AA
2058
Apriem Advisors
California
– -$234K -1,618 Closed
CF
2059
Corrigan Financial
Rhode Island
– -$229K -1,581 Closed
NSCM
2060
New South Capital Management
Tennessee
– -$227K -1,569 Closed
MS
2061
Marshall & Sullivan
Washington
– -$227K -1,569 Closed
Edgewood Management
2062
Edgewood Management
Connecticut
– -$227K -1,569 Closed
AAS
2063
Annex Advisory Services
Wisconsin
– -$226K -1,566 Closed
WHG
2064
Westwood Holdings Group
Texas
– -$225K -1,562 Closed
SIMM
2065
Stillwater Investment Management (Minnesota)
Minnesota
– -$226K -1,562 Closed
BAM
2066
Boyar Asset Management
New York
– -$226K -1,561 Closed
MPAM
2067
Murphy Pohlad Asset Management
Minnesota
– -$224K -1,553 Closed
GIP
2068
Greatmark Investment Partners
Georgia
– -$224K -1,549 Closed
GAG
2069
GM Advisory Group
New York
– -$223K -1,545 Closed
MIG
2070
McGuire Investment Group
Rhode Island
– -$221K -1,531 Closed
BPB
2071
Badgley, Phelps & Bell
Washington
– -$221K -1,530 Closed
PD
2072
Planning Directions
Pennsylvania
– -$221K -1,527 Closed
HCM
2073
Hutner Capital Management
Vermont
– -$220K -1,522 Closed
ICM
2074
IMS Capital Management
Oregon
– -$220K -1,520 Closed
BPM
2075
Bowling Portfolio Management
Ohio
– -$219K -1,518 Closed
81 82
83
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