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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 %
HCM
726
Hengehold Capital Management
Ohio
$2.27M +$3.48K +25 +0.2%
SL
727
Summitry LLC
California
$2.27M +$127K +911 +6%
PCTC
728
Perkins Coie Trust Company
Washington
$2.25M -$15.7K -113 -0.7%
PIM
729
Penobscot Investment Management
Massachusetts
$2.24M -$18.9K -136 -0.8%
HIC
730
Holderness Investments Company
North Carolina
$2.23M +$132K +952 +6%
BHWA
731
Beacon Harbor Wealth Advisors
Virginia
$2.23M +$97.1K +710 +5%
SCA
732
Sippican Capital Advisors
Massachusetts
$2.23M -$37.3K -268 -2%
CAM
733
Claret Asset Management
Quebec, Canada
$2.23M -$18.1K -130 -0.8%
BRWA
734
B. Riley Wealth Advisors
Florida
$2.23M +$500K +3,596 +29%
AWA
735
Arete Wealth Advisors
Illinois
$2.22M -$77.6K -558 -3%
SYBT
736
Stock Yards Bank & Trust
Kentucky
$2.21M -$17.4K -125 -0.8%
OIM
737
Orca Investment Management
Oregon
$2.19M -$36.3K -261 -2%
TCM
738
Twin Capital Management
Pennsylvania
$2.19M +$518K +3,723 +31%
ZIC
739
ZWJ Investment Counsel
Georgia
$2.18M +$124K +889 +6%
AWM
740
Altium Wealth Management
New York
$2.17M +$100K +720 +5%
CIM
741
CenturyLink Investment Management
Colorado
$2.16M -$367K -2,638 -14%
NA
742
Navellier & Associates
Nevada
$2.16M +$259K +1,861 +14%
IRF
743
IBM Retirement Fund
New York
$2.16M -$23.2K -167 -1%
ET
744
Equitable Trust
Tennessee
$2.16M +$92.8K +667 +4%
RIM
745
Rampart Investment Management
Connecticut
$2.16M -$111K -799 -5%
MGIA
746
Matthew Goff Investment Advisor
Texas
$2.15M -$96.5K -694 -4%
DWM
747
Dakota Wealth Management
Florida
$2.15M +$1.02M +7,337 +90%
CIC
748
Crawford Investment Counsel
Georgia
$2.15M -$615K -4,420 -22%
CCM
749
Covington Capital Management
California
$2.15M +$40.9K +294 +2%
NC
750
NewSquare Capital
Pennsylvania
$2.15M +$161K +1,157 +8%
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