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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 %
MCM
776
Marathon Capital Management
Maryland
$1.93M +$76.8K +599 +4%
ZIG
777
Zurich Insurance Group
Switzerland
$1.93M -$21M -164,023 -92%
PFS
778
Prospera Financial Services
Texas
$1.92M +$322K +2,517 +20%
SCM
779
Soros Capital Management
New York
$1.92M +$1.92M +14,958 New
AIM
780
Aigen Investment Management
New York
$1.92M +$1.92M +14,955 New
IRF
781
IBM Retirement Fund
New York
$1.91M -$76.9K -600 -4%
SRC
782
Shufro Rose & Co
New York
$1.91M +$178K +1,386 +10%
ZIC
783
ZWJ Investment Counsel
Georgia
$1.91M -$100K -784 -5%
MAFM
784
Mid Atlantic Financial Management
Pennsylvania
$1.91M +$388K +3,026 +25%
AMI
785
Amica Mutual Insurance
Rhode Island
$1.9M -$1.31M -10,226 -41%
AFG
786
Albion Financial Group
Utah
$1.9M -$835K -6,517 -31%
PI
787
Pettee Investors
Connecticut
$1.89M +$93.8K +732 +5%
ETC
788
Exchange Traded Concepts
Oklahoma
$1.89M +$1.89M +14,757 New
JWCA
789
J.W. Cole Advisors
Florida
$1.89M +$1.89M +14,747 New
NA
790
Navellier & Associates
Nevada
$1.89M -$105K -822 -5%
RIM
791
Rampart Investment Management
Connecticut
$1.86M -$122K -954 -6%
LRPA
792
L. Roy Papp & Associates
Arizona
$1.85M -$41.7K -325 -2%
IIM
793
Ipswich Investment Management
Massachusetts
$1.85M -$5.38K -42 -0.3%
ST
794
Spinnaker Trust
Maine
$1.84M – – –
TNB
795
TCF National Bank
South Dakota
$1.83M -$110K -860 -6%
AMIM
796
Aull & Monroe Investment Management
Alabama
$1.83M -$20.1K -157 -1%
CAS
797
Cascadia Advisory Services
Oregon
$1.83M +$1.83M +14,257 New
CG
798
Caprock Group
Idaho
$1.82M -$98.6K -769 -5%
MGIM
799
M&G Investment Management
United Kingdom
$1.81M +$1.81M +14,142 New
CAG
800
Crestwood Advisors Group
Massachusetts
$1.81M -$158K -1,235 -8%
30 31
32
33 34