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IBM
IBM

Overview Fund Activity

1,948 hedge funds and large institutions have $70.7B invested in IBM in 2019 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 776 increasing their positions, 797 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,948
Holders Change
-24
Holders Change %
-1.22%
% of All Funds
42.38%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
1.13%
New
99
Increased
776
Reduced
797
Closed
91
Calls
$1.65B
Puts
$2.18B
Net Calls
-$522M
Net Calls Change
+$64.7M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$640M
2
Franklin Resources
Franklin Resources
California
+$233M
3
Ameriprise
Ameriprise
Minnesota
+$217M
4
Invesco
Invesco
Georgia
+$148M
5
Two Sigma Investments
Two Sigma Investments
New York
+$108M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$256M
2
CS
Credit Suisse
Switzerland
-$219M
3
State Street
State Street
Massachusetts
-$110M
4
Deutsche Bank
Deutsche Bank
Germany
-$87.8M
5
Fidelity International
Fidelity International
Bermuda
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
IR
726
IAT Reinsurance
New York
$2.19M – – –
AWA
727
Arete Wealth Advisors
Illinois
$2.18M +$497K +3,773 +30%
BFO
728
Biltmore Family Office
North Carolina
$2.17M -$7.51K -57 -0.3%
CI
729
CX Institutional
Indiana
$2.15M -$14K -106 -0.6%
RIM
730
Rampart Investment Management
Connecticut
$2.15M -$177K -1,340 -8%
SCA
731
Sippican Capital Advisors
Massachusetts
$2.15M +$215K +1,629 +11%
PIM
732
Penobscot Investment Management
Massachusetts
$2.15M -$35.9K -272 -2%
HCM
733
Hengehold Capital Management
Ohio
$2.15M +$76.1K +577 +4%
PCTC
734
Perkins Coie Trust Company
Washington
$2.14M -$18.1K -137 -0.8%
NSIM
735
North Star Investment Management
Illinois
$2.14M +$22.3K +169 +1%
MGIA
736
Matthew Goff Investment Advisor
Texas
$2.13M -$10.7K -81 -0.5%
CAM
737
Claret Asset Management
Quebec, Canada
$2.13M +$7.25K +55 +0.3%
HSA
738
HBK Sorce Advisory
Pennsylvania
$2.12M -$32.7K -248 -2%
PAM
739
Premier Asset Management
Illinois
$2.12M +$13.2K +100 +0.6%
BC
740
Burleson & Co
California
$2.12M +$1.01M +7,012 +91%
LWAC
741
Laurel Wealth Advisors (California)
California
$2.11M +$32.7K +248 +2%
OIM
742
Orca Investment Management
Oregon
$2.11M -$42.2K -320 -2%
SYBT
743
Stock Yards Bank & Trust
Kentucky
$2.11M +$40.2K +305 +2%
OFG
744
OmniStar Financial Group
North Carolina
$2.08M -$33.8K -256 -2%
AP
745
Arlington Partners
Alabama
$2.08M +$1.85M +14,067 +822%
BTW
746
Boston Trust Walden
Massachusetts
$2.08M -$6.2K -47 -0.3%
IRF
747
IBM Retirement Fund
New York
$2.07M -$33.6K -255 -2%
ECM
748
EagleClaw Capital Management
Massachusetts
$2.07M +$445K +3,368 +27%
BHWA
749
Beacon Harbor Wealth Advisors
Virginia
$2.06M +$2.06M +15,620 New
MC
750
Maverick Capital
Texas
$2.05M +$2.05M +15,564 New
28 29
30
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