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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 %
SWM
1376
SVA Wealth Management
Wisconsin
$533K +$533K +3,837 New
UBV
1377
United Bank (Virginia)
Virginia
$532K +$5.84K +42 +1%
CA
1378
Claro Advisors
Massachusetts
$530K +$974 +7 +0.2%
VNA
1379
Valley National Advisers
Pennsylvania
$529K -$12K -86 -2%
EW
1380
Evoke Wealth
California
$528K +$528K +3,800 New
SHGA
1381
Sand Hill Global Advisors
California
$527K -$58.1K -418 -10%
AAM
1382
Ascension Asset Management
New York
$524K – – –
PWS
1383
Paragon Wealth Strategies
Florida
$524K +$171K +1,232 +49%
GSWM
1384
Golden State Wealth Management
California
$523K +$47.4K +341 +10%
HTHT
1385
Hemenway Trust Hemenway Trust
New Hampshire
$523K +$194K +1,398 +59%
AIP
1386
Almanack Investment Partners
Pennsylvania
$521K -$10.6K -76 -2%
LFA
1387
Legacy Financial Advisors
Kentucky
$520K -$28.5K -205 -5%
NG
1388
Northstar Group
New York
$520K -$1.67K -12 -0.3%
GIA
1389
Gladstone Institutional Advisory
Florida
$519K -$58K -417 -10%
MWM
1390
Meridian Wealth Management
Kentucky
$519K +$30.3K +218 +6%
FIM
1391
Fernwood Investment Management
Massachusetts
$518K +$518K +3,727 New
SCP
1392
Syntal Capital Partners
Texas
$517K -$386K -2,783 -43%
GCMG
1393
Gyroscope Capital Management Group
Florida
$516K – – –
AIM
1394
Acropolis Investment Management
Missouri
$515K -$20.2K -145 -4%
PK
1395
Pflug Koory
Nebraska
$514K – – –
GC
1396
Grace Capital
Massachusetts
$510K -$2.78M -20,017 -85%
BCM
1397
Bienville Capital Management
New York
$509K -$218K -1,569 -30%
SLT
1398
St Louis Trust
Missouri
$509K – – –
AW
1399
ACG Wealth
Georgia
$509K +$18.4K +132 +4%
DAM
1400
Diamant Asset Management
Connecticut
$507K -$72.7K -523 -13%
54 55
56
57 58