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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 %
RCA
1326
Ranch Capital Advisors
Florida
$576K +$576K +4,141 New
Jones Financial Companies
1327
Jones Financial Companies
Missouri
$575K +$48.5K +349 +9%
EM
1328
Emancipation Management
New York
$574K – – –
BIAS
1329
Beacon Investment Advisory Services
New Jersey
$574K – – –
RIA
1330
Regal Investment Advisors
Michigan
$574K +$2.22K +16 +0.4%
LA
1331
Lau Associates
Delaware
$572K -$145K -1,046 -20%
APG
1332
Abacus Planning Group
South Carolina
$572K +$10.6K +76 +2%
SP
1333
Symmetry Partners
Connecticut
$571K +$571K +4,105 New
KP
1334
Keel Point
Alabama
$570K -$4.59K -33 -0.8%
ACM
1335
Allred Capital Management
Texas
$570K +$6.04K +44 +1%
MA
1336
MONECO Advisors
Connecticut
$570K +$62.7K +451 +12%
OBWP
1337
O'Brien Wealth Partners
Massachusetts
$569K +$304K +2,185 +115%
HIM
1338
Hillsdale Investment Management
Ontario, Canada
$568K – – –
GAM
1339
Gemmer Asset Management
California
$568K +$974 +7 +0.2%
BOH
1340
Bank of Hawaii
Hawaii
$567K -$6.25K -45 -1%
BWM
1341
Baystate Wealth Management
Massachusetts
$567K -$4.31K -31 -0.8%
NB
1342
Nicolet Bankshares
Wisconsin
$566K – – –
GWS
1343
Glassman Wealth Services
Virginia
$565K +$139 +1 +0%
KWMG
1344
King Wealth Management Group
Florida
$565K +$67.9K +488 +14%
MIFH
1345
Migdal Insurance & Financial Holdings
Israel
$564K +$22.8K +164 +4%
KLCM
1346
KG&L Capital Management
Louisiana
$563K +$53.2K +383 +10%
KA
1347
Kovack Advisors
Florida
$561K -$44.8K -322 -7%
RM
1348
Resource Management
Louisiana
$561K -$26.9K -194 -5%
RAM
1349
Roanoke Asset Management
New Jersey
$560K -$47.3K -340 -8%
CWM
1350
Cornerstone Wealth Management
Missouri
$559K -$145K -1,044 -21%
52 53
54
55 56