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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 %
WCAMG
2076
Woodard & Company Asset Management Group
North Carolina
– -$220K -1,514 Closed
AWA
2077
Alaska Wealth Advisors
Alaska
– -$217K -1,505 Closed
IF
2078
IRON Financial
Illinois
– -$215K -1,491 Closed
LIM
2079
Lathrop Investment Management
Arkansas
– -$215K -1,487 Closed
FC
2080
FCA Corp
Texas
– -$214K -1,482 Closed
FCIM
2081
Fairview Capital Investment Management
California
– -$214K -1,482 Closed
WAM
2082
Winslow Asset Management
Ohio
– -$213K -1,476 Closed
WA
2083
WP Advisors
California
– -$211K -1,460 Closed
ACM
2084
Armbruster Capital Management
New York
– -$210K -1,453 Closed
HFA
2085
HC Financial Advisors
California
– -$209K -1,447 Closed
MWM
2086
MinichMacGregor Wealth Management
New York
– -$211K -1,443 Closed
BFM
2087
Boothbay Fund Management
New York
– -$208K -1,438 Closed
PTB
2088
Pioneer Trust Bank
Oregon
– -$208K -1,436 Closed
RP
2089
Reinhart Partners
Wisconsin
– -$207K -1,433 Closed
EIG
2090
Ellenbecker Investment Group
Wisconsin
– -$205K -1,420 Closed
XS
2091
XR Securities
Illinois
– -$205K -1,417 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2092
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$205K -1,417 Closed
PS
2093
Portfolio Strategies
New York
– -$196K -1,358 Closed
HCA
2094
Horan Capital Advisors
Ohio
– -$178K -1,231 Closed
IP
2095
Isthmus Partners
Wisconsin
– -$162K -1,121 Closed
MCM
2096
Monument Capital Management
Virginia
– -$159K -1,099 Closed
IWP
2097
Icon Wealth Partners
Texas
– -$134K -930 Closed
CPH
2098
C Partners Holding
Switzerland
– -$121K -837 Closed
PCIA
2099
Prime Capital Investment Advisors
Kansas
– -$95K -656 Closed
AIIMS
2100
Analyst IMS Investment Management Services
Israel
– -$85 -584 Closed
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