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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 %
LWANC
1301
Laurel Wealth Advisors (North Carolina)
North Carolina
$611K -$42.6K -306 -7%
TC
1302
Telemus Capital
Michigan
$611K -$13.9K -100 -2%
AIC
1303
Archer Investment Corporation
Indiana
$611K -$2.22K -16 -0.4%
EWM
1304
Endurance Wealth Management
Rhode Island
$610K -$71.3K -513 -10%
WC
1305
Whitney & Co
New York
$610K -$59.7K -454 -9%
HR
1306
Hayden Royal
North Carolina
$610K +$610K +4,385 New
BFG
1307
Beacon Financial Group
Texas
$609K -$28.6K -209 -4%
TIM
1308
Tortoise Investment Management
New York
$609K -$5.15K -37 -0.8%
CCM
1309
Coldstream Capital Management
Washington
$607K -$32.8K -236 -5%
HCP
1310
Holt Capital Partners
Texas
$606K – – –
SIM
1311
Sonora Investment Management
Arizona
$605K +$343K +2,466 +131%
VA
1312
Valmark Advisers
Ohio
$604K -$15.3K -110 -2%
HT
1313
Heritage Trust
Oklahoma
$600K – – –
CWS
1314
Cypress Wealth Services
California
$600K +$3.76K +27 +0.6%
BWP
1315
BSW Wealth Partners
Colorado
$595K +$6.54K +47 +1%
FSC
1316
Full Sail Capital
Oklahoma
$591K -$19.3K -150 -3%
BOS
1317
Bingham Osborn & Scarborough
California
$591K +$9.73K +70 +2%
CF
1318
Copperwynd Financial
Arizona
$590K +$74.1K +563 +14%
H
1319
HoyleCohen
California
$589K +$34.9K +251 +6%
CCA
1320
Catalyst Capital Advisors
New York
$588K – – –
CIAS
1321
Capital Investment Advisory Services
North Carolina
$585K -$23.5K -169 -4%
FNC
1322
First National Corp
Massachusetts
$585K -$5.84K -42 -1%
PCA
1323
Peddock Capital Advisors
Massachusetts
$585K +$14.5K +104 +3%
CCM
1324
Crossvault Capital Management
Texas
$580K -$21.8K -157 -4%
WA
1325
WBH Advisory
Maryland
$577K +$4.73K +34 +0.8%
51 52
53
54 55