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IBM
IBM

Overview Fund Activity

1,958 hedge funds and large institutions have $73.4B invested in IBM in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 778 increasing their positions, 775 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,958
Holders Change
+10
Holders Change %
+0.51%
% of All Funds
43%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
1.03%
New
107
Increased
778
Reduced
775
Closed
86
Calls
$1.88B
Puts
$2.15B
Net Calls
-$269M
Net Calls Change
+$252M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$247M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Ameriprise
Ameriprise
Minnesota
+$226M
4
Victory Capital Management
Victory Capital Management
Texas
+$121M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$119M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$358M
2
Prudential Financial
Prudential Financial
New Jersey
-$174M
3
Renaissance Technologies
Renaissance Technologies
New York
-$166M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$122M
5
Two Sigma Investments
Two Sigma Investments
New York
-$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
401
Cohen Capital Management
California
$7.18M – – –
SGA
402
Strategic Global Advisors
California
$7.17M -$3.38M -24,290 -32%
SBWIC
403
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.1M +$7.23K +52 +0.1%
TCM
404
Tufton Capital Management
Maryland
$7.06M -$416K -2,989 -6%
JGUA
405
John G. Ullman & Associates
New York
$6.98M -$90.4K -650 -1%
Truist Financial
406
Truist Financial
North Carolina
$6.94M -$94.1K -677 -1%
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$6.93M +$630K +4,534 +10%
MA
408
MUFG Americas
New York
$6.92M -$62.3K -448 -0.9%
Mariner
409
Mariner
Kansas
$6.9M -$2.68M -19,290 -28%
HEIP
410
Hudson Edge Investment Partners
New Jersey
$6.87M -$693K -4,984 -9%
LA
411
Lynch & Associates
Indiana
$6.87M +$200K +1,440 +3%
NRS
412
Neville Rodie & Shaw
New York
$6.86M -$280K -2,014 -4%
DC
413
Davenport & Co
Virginia
$6.85M +$8.7K +66 +0.1%
AIP
414
ARS Investment Partners
New York
$6.83M +$1.79M +12,886 +36%
DAC
415
Dividend Assets Capital
South Carolina
$6.7M +$258K +1,858 +4%
AF
416
Ally Financial
Michigan
$6.69M – – –
WIA
417
Wealthstreet Investment Advisors
Texas
$6.67M +$2.35M +18,373 +54%
SW
418
SVB Wealth
Massachusetts
$6.62M -$1.04M -7,456 -14%
FAAS
419
First Allied Advisory Services
California
$6.61M +$49.8K +358 +0.8%
KRS
420
Kentucky Retirement Systems
Kentucky
$6.6M +$597K +4,292 +10%
CCP
421
Clifford Capital Partners
Utah
$6.59M +$22.7K +163 +0.3%
OCM
422
Olstein Capital Management
New York
$6.54M -$436K -3,138 -6%
CA
423
CapWealth Advisors
Tennessee
$6.52M +$809K +5,817 +14%
RWA
424
Ropes Wealth Advisors
Massachusetts
$6.49M +$874K +6,285 +16%
V
425
Veritable
Delaware
$6.44M -$588K -4,232 -8%
15 16
17
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