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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 %
TSW
976
Thompson Siegel & Walmsley
Virginia
$1.18M -$93.1K -706 -7%
CICI
977
Capital Investment Counsel Inc
North Carolina
$1.18M -$1.11M -8,447 -49%
MM
978
Meridian Management
Arkansas
$1.18M – – –
EWA
979
EP Wealth Advisors
California
$1.18M +$279K +2,114 +31%
GT
980
Greenleaf Trust
Michigan
$1.18M +$64.2K +487 +6%
GSC
981
G&S Capital
Colorado
$1.17M +$980K +7,433 +521%
PL
982
Perpetual Ltd
Australia
$1.17M – – –
SC
983
Savant Capital
Illinois
$1.16M +$18.7K +142 +2%
DDC
984
DF Dent & Co
Maryland
$1.16M -$143K -1,088 -11%
VFA
985
Valeo Financial Advisors
Indiana
$1.16M +$2.9K +22 +0.3%
BAM
986
Blueshift Asset Management
New Jersey
$1.15M +$1.15M +8,722 New
EM
987
Excalibur Management
Massachusetts
$1.14M +$27K +205 +2%
BWA
988
BDO Wealth Advisors
Florida
$1.14M +$215K +1,628 +23%
JWA
989
JFS Wealth Advisors
Pennsylvania
$1.14M +$104K +787 +10%
FG
990
Fiduciary Group
Georgia
$1.13M -$50.9K -386 -4%
FBC
991
Fairfield, Bush & Co
Connecticut
$1.13M +$27.5K +209 +3%
AB
992
Atlas Brown
Kentucky
$1.12M -$3.17K -24 -0.3%
TA
993
TCG Advisors
Texas
$1.12M +$175K +1,303 +19%
FBT
994
First Bankers Trust
Kentucky
$1.12M -$212K -1,608 -16%
NSAM
995
North Star Asset Management
Wisconsin
$1.12M -$56.9K -432 -5%
AP
996
Appleton Partners
Massachusetts
$1.12M +$8.18K +62 +0.7%
BWP
997
Baldwin Wealth Partners
Massachusetts
$1.11M -$20.6K -156 -2%
FWM
998
Frontier Wealth Management
Missouri
$1.11M -$12.5K -95 -1%
MHIC
999
Marble Harbor Investment Counsel
Massachusetts
$1.11M +$99.1K +752 +10%
SFSG
1000
Stearns Financial Services Group
North Carolina
$1.1M +$76.1K +577 +7%
38 39
40
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