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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 %
SCM
726
Sterneck Capital Management
Missouri
$2.18M +$15.4K +120 +0.7%
CA
727
Clearstead Advisors
Ohio
$2.16M -$35.7K -279 -2%
CG
728
Colony Group
Massachusetts
$2.15M +$475K +3,708 +28%
PR
729
Payden & Rygel
California
$2.15M -$53.7K -419 -2%
III
730
Independent Investors Inc
New York
$2.14M -$31K -242 -1%
HI
731
Hudock Inc
Pennsylvania
$2.14M -$231K -1,788 -10%
FNBT
732
FineMark National Bank & Trust
Florida
$2.14M +$177K +1,383 +9%
HCM
733
Hengehold Capital Management
Ohio
$2.14M +$49.1K +383 +2%
QIM
734
Quantitative Investment Management
Virginia
$2.14M +$1.56M +12,171 +270%
FC
735
FORA Capital
Florida
$2.14M +$2.14M +16,676 New
NC
736
NewSquare Capital
Pennsylvania
$2.14M +$156K +1,219 +8%
PFSC
737
Peoples Financial Services Corp
Pennsylvania
$2.13M -$112K -872 -5%
SYBT
738
Stock Yards Bank & Trust
Kentucky
$2.13M +$87.9K +686 +4%
EH
739
Employers Holdings
Nevada
$2.13M – – –
BHWA
740
Beacon Harbor Wealth Advisors
Virginia
$2.12M +$22.7K +177 +1%
SCA
741
Sippican Capital Advisors
Massachusetts
$2.11M +$51.3K +400 +2%
LDB
742
Lee, Danner & Bass
Tennessee
$2.09M -$209K -1,629 -9%
AWM
743
Altium Wealth Management
New York
$2.08M +$78.1K +610 +4%
WSTAM
744
Wilbanks Smith & Thomas Asset Management
Virginia
$2.07M -$872K -6,808 -30%
VC
745
Vicus Capital
Pennsylvania
$2.07M +$523K +4,081 +34%
CT
746
Cambridge Trust
Massachusetts
$2.06M +$103K +801 +5%
IA
747
IFG Advisory
Georgia
$2.05M -$156K -1,216 -7%
HSA
748
Hussman Strategic Advisors
Maryland
$2.04M +$2.04M +15,952 New
CAM
749
Claret Asset Management
Quebec, Canada
$2.04M -$13.7K -107 -0.7%
HSA
750
HBK Sorce Advisory
Pennsylvania
$2.03M -$135K -1,051 -6%
28 29
30
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