IBM icon

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 %
JPLA
1401
Joseph P. Lucia & Associates
New York
$506K -$27.9K -201 -5%
TCPWM
1402
Traverso Chambers Private Wealth Management
California
$503K – – –
WA
1403
Waverly Advisors
Alabama
$503K +$37.3K +268 +8%
ARMT
1404
Amica Retiree Medical Trust
Rhode Island
$497K -$65.9K -474 -12%
SC
1405
SRB Corp
Massachusetts
$496K -$32.4K -233 -6%
TNB
1406
Thomasville National Bank
Georgia
$495K -$114K -821 -19%
RIM
1407
Reliant Investment Management
Tennessee
$494K – – –
FPS
1408
Fieldpoint Private Securities
Connecticut
$492K -$29.4K -212 -6%
WA
1409
Wambolt & Associates
Colorado
$491K +$29.6K +213 +6%
LF
1410
Lantz Financial
Illinois
$489K +$22.2K +164 +5%
IC
1411
Intersect Capital
California
$488K +$36.6K +263 +8%
RWA
1412
River Wealth Advisors
Pennsylvania
$487K -$184K -1,326 -27%
BWP
1413
Bernardo Wealth Planning
Pennsylvania
$485K -$21.8K -157 -4%
AWM
1414
Avior Wealth Management
Nebraska
$485K +$2.69K +19 +0.6%
TIA
1415
Traphagen Investment Advisors
New Jersey
$482K +$1.53K +11 +0.3%
CAM
1416
Cidel Asset Management
Ontario, Canada
$481K -$291K -2,092 -38%
NFP
1417
Narus Financial Partners
Utah
$480K -$1.25K -9 -0.3%
AMG
1418
Advisors Management Group
Wisconsin
$479K – – –
BST
1419
Bath Savings Trust
Maine
$477K -$33.8K -243 -7%
RCA
1420
Rowland Carmichael Advisors
Arizona
$473K -$395K -2,843 -46%
RIG
1421
Roosevelt Investment Group
New York
$473K -$50.9K -366 -10%
AWM
1422
Altavista Wealth Management
North Carolina
$473K – – –
FI
1423
FormulaFolio Investments
Michigan
$472K -$154K -1,111 -25%
MCWS
1424
McKinley Carter Wealth Services
West Virginia
$472K -$56.8K -409 -11%
BCP
1425
Berkeley Capital Partners
Georgia
$471K -$231K -1,664 -33%
55 56
57
58 59