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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 %
LB
1376
Landmark Bank
Missouri
$511K +$17.7K +134 +4%
BCM
1377
Becker Capital Management
Oregon
$511K +$51K +387 +11%
CRC
1378
Curi RMB Capital
Illinois
$508K -$464K -3,520 -48%
ODCM
1379
Old Dominion Capital Management
Virginia
$508K – – –
AIM
1380
Acropolis Investment Management
Missouri
$507K -$15.4K -117 -3%
JPLA
1381
Joseph P. Lucia & Associates
New York
$506K -$7.69M -58,401 -94%
AIP
1382
Almanack Investment Partners
Pennsylvania
$505K +$2.9K +22 +0.6%
JA
1383
JOYN Advisors
Georgia
$503K +$176K +1,306 +54%
SCM
1384
Smith Capital Management
Arkansas
$502K -$19.2K -146 -4%
MCWS
1385
McKinley Carter Wealth Services
West Virginia
$502K -$10.2K -77 -2%
SC
1386
SRB Corp
Massachusetts
$501K -$220K -1,668 -31%
CA
1387
Claro Advisors
Massachusetts
$501K +$8.56K +65 +2%
SWA
1388
SFMG Wealth Advisors
Texas
$500K -$112K -771 -18%
Jones Financial Companies
1389
Jones Financial Companies
Missouri
$499K -$71.6K -544 -13%
FPFS
1390
First Personal Financial Services
North Carolina
$499K +$1.98K +15 +0.4%
UBV
1391
United Bank (Virginia)
Virginia
$499K +$276K +2,092 +124%
RIG
1392
Roosevelt Investment Group
New York
$497K +$6.86K +52 +1%
NG
1393
Northstar Group
New York
$496K -$14.8K -112 -3%
AAM
1394
Ascension Asset Management
New York
$496K – – –
FPS
1395
Fieldpoint Private Securities
Connecticut
$495K -$13.5K -102 -3%
LWM
1396
Liberty Wealth Management
California
$494K +$406K +3,080 +460%
TI
1397
Trexquant Investment
Connecticut
$490K +$490K +3,715 New
PWM
1398
Perigon Wealth Management
California
$490K +$490K +3,716 New
PK
1399
Pflug Koory
Nebraska
$487K – – –
TCPWM
1400
Traverso Chambers Private Wealth Management
California
$485K -$18.2K -136 -4%
54 55
56
57 58