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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 %
WWM
1201
Windsor Wealth Management
Indiana
$699K +$115K +863 +20%
FAN
1202
Financial Advisors Network
California
$697K +$129K +969 +23%
MCM
1203
Maple Capital Management
Vermont
$696K +$146K +1,105 +26%
YIA
1204
YHB Investment Advisors
Connecticut
$695K -$30.3K -230 -4%
WMA
1205
Wealth Management Associates
New Jersey
$695K -$9.23K -70 -1%
DJSG
1206
D.J. St. Germain
Massachusetts
$693K -$26.2K -199 -4%
AWCI
1207
Alpine Woods Capital Investors
New York
$691K -$41.4K -314 -6%
BOC
1208
Barbara Oil Co
Illinois
$690K – – –
BCM
1209
Bienville Capital Management
New York
$690K – – –
MIC
1210
Means Investment Company
Maine
$688K -$98.4K -739 -13%
CA
1211
Calton & Associates
Florida
$687K -$327K -2,478 -32%
BHC
1212
Bowen Hanes & Co
Florida
$687K -$228K -1,726 -25%
QCG
1213
Quadrant Capital Group
Ohio
$686K -$77.8K -607 -10%
AC
1214
Alexandria Capital
Virginia
$686K – – –
BWA
1215
Burt Wealth Advisors
Maryland
$685K +$659 +5 +0.1%
CBFP
1216
Cedar Brook Financial Partners
Ohio
$684K +$6.46K +49 +1%
IWC
1217
Integrated Wealth Concepts
Massachusetts
$684K +$98.7K +752 +17%
KTC
1218
Kistler-Tiffany Companies
Pennsylvania
$682K – – –
LMAM
1219
Legg Mason Asset Management
Japan
$682K +$47K +356 +7%
CB
1220
CNB Bank
Pennsylvania
$681K -$39.4K -299 -5%
CCT
1221
Chemung Canal Trust
New York
$681K -$25.7K -195 -4%
LA
1222
Lau Associates
Delaware
$680K -$527 -4 -0.1%
EFSCE
1223
Enterprise Financial Services Corp (EFSC)
Missouri
$679K -$216K -1,637 -24%
FFA
1224
First Foundation Advisors
California
$678K +$13.8K +105 +2%
DWM
1225
Destination Wealth Management
California
$676K -$41.2K -312 -6%
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