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
Name Holding Trade Value Shares
Change
Shares
Change %
ITIM
1201
Indiana Trust & Investment Management
Indiana
$735K -$94.5K -738 -11%
ATFA
1202
All Terrain Financial Advisors
Minnesota
$735K +$384 +3 +0.1%
PFM
1203
Parsec Financial Management
North Carolina
$735K +$54.2K +423 +8%
TSW
1204
Thompson Siegel & Walmsley
Virginia
$734K
IC
1205
Inverness Counsel
New York
$734K +$6.8K +53 +0.9%
HIA
1206
Harbor Investment Advisory
Maryland
$734K +$734K +5,728 New
CFS
1207
CRA Financial Services
New Jersey
$729K +$20.3K +158 +3%
IAN
1208
Integrated Advisors Network
Texas
$728K +$728K +5,684 New
FFN
1209
Focus Financial Network
Minnesota
$727K +$106K +831 +17%
TAIM
1210
TD Ameritrade Investment Management
Nebraska
$723K +$668K +5,207 +1,205%
QCG
1211
Quadrant Capital Group
Ohio
$722K -$181K -1,461 -20%
PMFA
1212
Plante Moran Financial Advisors
Michigan
$720K +$7.3K +57 +1%
FFA
1213
First Foundation Advisors
California
$719K +$65.1K +508 +10%
CAAS
1214
Capital Asset Advisory Services
Michigan
$718K +$384K +2,586 +115%
HWA
1215
HCR Wealth Advisors
California
$718K +$401K +3,127 +126%
FWM
1216
Frontier Wealth Management
Missouri
$713K -$368K -2,873 -34%
SLF
1217
Sun Life Financial
Ontario, Canada
$709K -$392K -3,061 -36%
WCAMG
1218
Woodard & Company Asset Management Group
North Carolina
$709K -$109K -849 -13%
ST
1219
Sabal Trust
Florida
$709K +$398K +3,107 +128%
TCOT
1220
Trust Company of Toledo
Ohio
$706K +$60.2K +470 +9%
MSU
1221
Mizuho Securities USA
New York
$706K +$706K +5,512 New
WA
1222
WBH Advisory
Maryland
$705K +$173K +1,351 +33%
AC
1223
Abbrea Capital
California
$704K -$57K -445 -7%
CFD
1224
Creative Financial Designs
Indiana
$704K +$19.5K +151 +3%
TC
1225
Trust Company
Kansas
$703K +$328K +2,555 +87%