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IBM
IBM

Overview Fund Activity

2,071 hedge funds and large institutions have $67.9B invested in IBM in 2019 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 735 increasing their positions, 834 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+113
Holders Change %
+5.77%
% of All Funds
40.9%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.95%
New
251
Increased
735
Reduced
834
Closed
113
Calls
$1.32B
Puts
$2.03B
Net Calls
-$712M
Net Calls Change
-$442M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$203M
2
Goldman Sachs
Goldman Sachs
New York
+$201M
3
Renaissance Technologies
Renaissance Technologies
New York
+$193M
4
Morgan Stanley
Morgan Stanley
New York
+$168M
5
Barclays
Barclays
United Kingdom
+$167M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$414M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$316M
3
Franklin Resources
Franklin Resources
California
-$187M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$136M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERSOT
376
Employees Retirement System of Texas
Texas
$7.44M – – –
SIM
377
Sentry Investment Management
Wisconsin
$7.43M – – –
BBA
378
BLB&B Advisors
Pennsylvania
$7.39M -$428K -3,340 -5%
LCAM
379
London & Capital Asset Management
United Kingdom
$7.38M -$55K -429 -0.7%
Kovitz Investment Group Partners
380
Kovitz Investment Group Partners
Illinois
$7.33M -$372K -2,903 -5%
MC
381
Moors & Cabot
Massachusetts
$7.3M +$2.2M +17,188 +43%
SMI
382
Shelter Mutual Insurance
Missouri
$7.28M – – –
SGK
383
Steigerwald Gordon & Koch
Virginia
$7.25M -$44K -343 -0.6%
HEIP
384
Hudson Edge Investment Partners
New Jersey
$7.24M +$909K +7,090 +14%
AWM
385
AE Wealth Management
Kansas
$7.23M +$2.18M +17,045 +43%
CGH
386
Crossmark Global Holdings
Texas
$7.18M -$116K -905 -2%
WPC
387
Waters Parkerson & Co
Louisiana
$7.17M +$161K +1,255 +2%
Cerity Partners
388
Cerity Partners
New York
$7.14M -$542K -4,233 -7%
Citadel Advisors
389
Citadel Advisors
Florida
$7.12M -$39.3M -306,508 -85%
SGA
390
Strategic Global Advisors
California
$7.11M +$508K +3,965 +8%
Capstone Investment Advisors
391
Capstone Investment Advisors
New York
$7.05M +$5.96M +46,513 +548%
Mariner
392
Mariner
Kansas
$7.04M +$671K +5,238 +11%
RIA
393
RPG Investment Advisory
California
$6.94M +$87.5K +683 +1%
PG
394
Pendal Group
Australia
$6.93M +$88.9K +694 +1%
MIM
395
Manitou Investment Management
Ontario, Canada
$6.9M -$243K -1,893 -3%
AAA
396
Adams Asset Advisors
Texas
$6.9M +$1.22M +9,497 +21%
MCM
397
McRae Capital Management
New Jersey
$6.89M -$178K -1,392 -3%
BIA
398
Barry Investment Advisors
Massachusetts
$6.86M +$90.9K +696 +1%
LNB
399
Ledyard National Bank
$6.83M -$70K -546 -1%
SFWA
400
Summit Financial Wealth Advisors
Louisiana
$6.8M +$579K +4,370 +9%
14 15
16
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