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 %
LIM
1226
Loudon Investment Management
New Hampshire
$702K -$36.9K -288 -5%
ISB
1227
Iowa State Bank
Iowa
$702K -$4.74K -37 -0.7%
VWM
1228
Venturi Wealth Management
Texas
$702K -$3.98K -31 -0.6%
NICM
1229
Neo Ivy Capital Management
New York
$702K +$702K +5,480 New
YIA
1230
YHB Investment Advisors
Connecticut
$700K +$3.33K +26 +0.5%
TW
1231
TrinityPoint Wealth
Connecticut
$699K -$63K -491 -8%
WMA
1232
Wealth Management Associates
New Jersey
$698K +$31.9K +249 +5%
BCCM
1233
Bridge Creek Capital Management
Massachusetts
$698K -$104K -811 -13%
MFW
1234
Meristem Family Wealth
Minnesota
$698K +$768 +6 +0.1%
RAM
1235
Redmond Asset Management
Virginia
$695K +$28.4K +222 +4%
CWP
1236
Capital Wealth Planning
Florida
$693K -$38.6M -300,795 -98%
WC
1237
Whitnell & Co
Illinois
$690K -$26.9K -210 -4%
EWM
1238
Evermay Wealth Management
Virginia
$690K -$3.97K -31 -0.6%
THWM
1239
Taylor Hoffman Wealth Management
Virginia
$690K
GCMG
1240
Gyroscope Capital Management Group
Florida
$689K +$202K +1,581 +42%
PC
1241
Port Capital
Illinois
$688K +$4.23K +33 +0.6%
EI
1242
Ethic Inc
New York
$687K +$687K +5,363 New
CPC
1243
Congress Park Capital
New York
$685K -$201K -1,569 -23%
MMHP
1244
Murphy Middleton Hinkle & Parker
Georgia
$684K
LIA
1245
LBMC Investment Advisors
Tennessee
$682K -$29.2K -228 -4%
9WM
1246
9258 Wealth Management
Ohio
$682K -$5.77K -45 -0.8%
EFSCE
1247
Enterprise Financial Services Corp (EFSC)
Missouri
$681K -$1.28K -10 -0.2%
SWM
1248
Sugarloaf Wealth Management
Georgia
$681K +$681K +5,311 New
BCM
1249
Brooktree Capital Management
Michigan
$680K +$680K +5,307 New
SMH
1250
Sanders Morris Harris
Texas
$679K