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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 %
GFA
851
Gifford Fong Associates
California
$1.6M – – –
SWRP
852
Summit Wealth & Retirement Planning
California
$1.59M – – –
CFA
853
Carroll Financial Associates
North Carolina
$1.59M +$114K +893 +8%
MF
854
Magnetar Financial
Illinois
$1.59M -$312K -2,438 -16%
FHA
855
Flagship Harbor Advisors
Massachusetts
$1.58M -$139K -1,088 -8%
OPA
856
Old Port Advisors
Maine
$1.58M +$58.8K +459 +4%
TPCW
857
TD Private Client Wealth
New York
$1.58M +$1.58M +12,306 New
VAM
858
Verity Asset Management
North Carolina
$1.58M -$206K -1,604 -12%
RE
859
RBC Europe
United Kingdom
$1.57M +$34.5K +269 +2%
OPTFSNA
860
Old Point Trust & Financial Services N A
Virginia
$1.57M +$62.1K +485 +4%
FC
861
Forte Capital
New York
$1.57M -$356K -2,780 -18%
VNB
862
Virginia National Bank
Virginia
$1.57M -$11.8K -92 -0.7%
SSG
863
Summit Securities Group
New York
$1.57M +$1.27M +9,937 +432%
LWCFA
864
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.57M -$66K -515 -4%
PFS
865
Physicians Financial Services
North Carolina
$1.57M -$36.8K -287 -2%
ECM
866
Evergreen Capital Management
Washington
$1.56M +$443K +3,458 +40%
SCA
867
Stokes Capital Advisors
South Carolina
$1.56M -$73.7K -575 -5%
MBT
868
Montecito Bank & Trust
California
$1.56M +$397K +3,097 +34%
RA
869
RFG Advisory
Alabama
$1.56M +$578K +4,514 +59%
SC
870
Schulhoff & Co
Ohio
$1.56M -$4.87K -38 -0.3%
HVIA
871
Hudson Valley Investment Advisors
New York
$1.55M -$209K -1,628 -12%
AAM
872
Augustine Asset Management
Florida
$1.55M +$106K +831 +7%
AA
873
Ancora Advisors
Ohio
$1.54M -$36.8K -287 -2%
BG
874
Bahl & Gaynor
Ohio
$1.54M +$77.3K +603 +5%
CA
875
Corrado Advisors
New Jersey
$1.54M -$81K -632 -5%
33 34
35
36 37