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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 %
PWSG
1101
Pacific Wealth Strategies Group
California
$901K -$3.48K -25 -0.4%
ITIM
1102
Indiana Trust & Investment Management
Indiana
$900K -$33.6K -242 -4%
PL
1103
Plancorp LLC
Missouri
$900K +$2.09K +15 +0.2%
RI
1104
Ridgewood Investments
New Jersey
$898K -$1.25K -9 -0.1%
MFG
1105
Merit Financial Group
Georgia
$897K – – –
GLA
1106
Good Life Advisors
Pennsylvania
$895K +$49.9K +359 +6%
DIM
1107
DC Investments Management
Virginia
$895K +$670K +4,819 +298%
LHC
1108
Little House Capital
Massachusetts
$894K +$4.59K +33 +0.5%
WPW
1109
Waldron Private Wealth
Pennsylvania
$891K +$7.92K +57 +0.9%
OI
1110
Oakbrook Investments
Illinois
$890K -$218K -1,569 -20%
BS
1111
Bessemer Securities
New York
$887K – – –
IWM
1112
IHT Wealth Management
Illinois
$887K +$218K +1,568 +33%
IBOK
1113
Independence Bank of Kentucky
Kentucky
$887K +$242K +1,742 +38%
PHS
1114
Pekin Hardy Strauss
Illinois
$886K – – –
TC
1115
Trilogy Capital
California
$886K +$35.7K +261 +4%
BAM
1116
Belpointe Asset Management
Nevada
$885K +$60.7K +437 +7%
AIL
1117
AGF Investments LLC
Ontario, Canada
$883K -$243K -1,744 -22%
QCMC
1118
Quantum Capital Management (California)
California
$883K -$45.5K -327 -5%
CIC
1119
Carnegie Investment Counsel
Ohio
$879K -$179K -1,289 -17%
GIP
1120
Granite Investment Partners
California
$877K -$5.43K -39 -0.6%
SFG
1121
StrategIQ Financial Group
Indiana
$873K -$14.2K -102 -2%
CPR
1122
CSU Producer Resources
Ohio
$873K – – –
CA
1123
Cambridge Advisors
Nebraska
$873K – – –
BCCM
1124
Bridge Creek Capital Management
Massachusetts
$870K -$25.5K -183 -3%
CBA
1125
Coastal Bridge Advisors
Connecticut
$865K +$2.78K +20 +0.3%
43 44
45
46 47