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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 %
11A
1251
10-15 Associates
New York
$651K -$10.6K -80 -2%
CPA
1252
Court Place Advisors
Maryland
$651K +$6.85K +52 +1%
CPA
1253
Cowen Prime Advisors
New York
$650K – – –
GLLW
1254
Graves Light Lenhart Wealth
Virginia
$649K +$165K +1,252 +34%
AIA
1255
AGF Investments America
Ontario, Canada
$648K +$11.6K +88 +2%
HS
1256
HighVista Strategies
Massachusetts
$648K +$110K +837 +21%
CFD
1257
Creative Financial Designs
Indiana
$647K +$142K +1,053 +28%
AF
1258
Affiance Financial
Minnesota
$646K – – –
EWM
1259
Endurance Wealth Management
Rhode Island
$646K – – –
Koshinski Asset Management
1260
Koshinski Asset Management
Illinois
$645K +$32.6K +247 +5%
MMG
1261
Monetary Management Group
Missouri
$642K -$79.3K -602 -11%
MAM
1262
Mastrapasqua Asset Management
Tennessee
$639K -$4.88K -37 -0.8%
OC
1263
Oarsman Capital
Wisconsin
$636K -$33.8K -256 -5%
JGIA
1264
Jackson Grant Investment Advisers
Connecticut
$636K +$923 +7 +0.1%
RWA
1265
River Wealth Advisors
Pennsylvania
$636K +$636K +4,827 New
IWM
1266
IHT Wealth Management
Illinois
$635K +$60K +455 +10%
TFS
1267
TrustCore Financial Services
Tennessee
$631K +$358K +2,718 +132%
Loomis, Sayles & Company
1268
Loomis, Sayles & Company
Massachusetts
$631K +$631K +4,790 New
BMC
1269
Benin Management Corp
Connecticut
$629K -$69K -523 -10%
HCM
1270
Hutchinson Capital Management
California
$629K +$328K +2,492 +109%
BO
1271
Bank OZK
Arkansas
$628K -$34.4K -261 -5%
WP
1272
WealthSource Partners
California
$628K +$163K +1,237 +35%
CIAS
1273
Capital Investment Advisory Services
North Carolina
$627K -$216K -1,508 -26%
CIP
1274
Cornerstone Investment Partners
Georgia
$625K – – –
GVAG
1275
Great Valley Advisor Group
Delaware
$625K +$162K +1,228 +35%
49 50
51
52 53