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 %
KFS
1301
Kurt F. Somerville
$618K -$13.5K -105 -2%
IWA
1302
Intercontinental Wealth Advisors
Texas
$617K -$765K -5,121 -55%
QPWM
1303
Quadrant Private Wealth Management
Pennsylvania
$617K -$118K -919 -16%
NB
1304
Nicolet Bankshares
Wisconsin
$614K +$92.2K +719 +18%
HCM
1305
Hutchinson Capital Management
California
$611K
BW
1306
Bison Wealth
Georgia
$610K +$4.61K +36 +0.8%
WP
1307
WealthSource Partners
California
$609K -$32.3K -252 -5%
BFG
1308
Beacon Financial Group
Texas
$609K
IP
1309
Investment Partners
Ohio
$609K +$1.02K +8 +0.2%
AC
1310
Alexandria Capital
Virginia
$607K -$65.3K -509 -10%
AL
1311
Aspiriant LLC
California
$607K -$2.17K -17 -0.4%
CIP
1312
Cornerstone Investment Partners
Georgia
$607K
MMG
1313
Monetary Management Group
Missouri
$604K -$53.7K -419 -8%
BCM
1314
Becker Capital Management
Oregon
$603K +$106K +825 +21%
IAMOG
1315
Investors Asset Management of Georgia
Georgia
$602K -$20.9K -163 -3%
ICOM
1316
Investment Counselors of Maryland
Maryland
$601K -$13.5K -105 -2%
BOS
1317
Bingham Osborn & Scarborough
California
$601K +$56.2K +439 +10%
ZAM
1318
Zevin Asset Management
Massachusetts
$600K -$40.3K -315 -6%
BRM
1319
Boston Research & Management
Massachusetts
$600K
CPIG
1320
Chicago Partners Investment Group
Illinois
$598K +$240K +1,820 +67%
ATWA
1321
Arbor Trust Wealth Advisors
Michigan
$598K +$598K +4,663 New
BO
1322
Bank OZK
Arkansas
$597K
WA
1323
Waverly Advisors
Alabama
$597K +$55.2K +368 +10%
JWBC
1324
John W. Bristol & Co
New York
$594K
FCCM
1325
First City Capital Management
Georgia
$594K +$13.4K +105 +2%