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 %
PCA
1401
Peddock Capital Advisors
Massachusetts
$517K -$22.3K -174 -4%
TA
1402
Tiedemann Advisors
New York
$514K +$267K +2,092 +108%
EH
1403
Equitable Holdings
New York
$512K +$512K +3,999 New
DAM
1404
Doheny Asset Management
California
$510K -$137K -1,065 -21%
JA
1405
JOYN Advisors
Georgia
$510K +$155K +1,209 +44%
TGAM
1406
TBH Global Asset Management
Tennessee
$509K +$509K +3,972 New
SAM
1407
SignalPoint Asset Management
Missouri
$508K -$2.05K -16 -0.4%
CT
1408
Clearstead Trust
Maine
$507K -$7.44K -58 -1%
JMFC
1409
J.M. Forbes & Co
Massachusetts
$507K +$256 +2 +0.1%
FPS
1410
Fieldpoint Private Securities
Connecticut
$507K +$53.5K +418 +12%
LC
1411
Landaas & Company
Wisconsin
$506K +$150K +1,168 +42%
SHGA
1412
Sand Hill Global Advisors
California
$505K +$18.8K +147 +4%
CCM
1413
Coldstream Capital Management
Washington
$504K -$55K -429 -10%
ODCM
1414
Old Dominion Capital Management
Virginia
$503K -$128 -1 -0%
CS
1415
Cannell & Spears
New York
$503K
AWCI
1416
Alpine Woods Capital Investors
New York
$502K -$169K -1,322 -25%
BFC
1417
Bedel Financial Consulting
Indiana
$502K +$385 +3 +0.1%
FAM
1418
Formidable Asset Management
Ohio
$501K +$501K +3,768 New
OC
1419
Oarsman Capital
Wisconsin
$499K -$102K -799 -17%
RBFC
1420
Roman Butler Fullerton & Co
Missouri
$499K +$99.6K +777 +25%
RA
1421
Rational Advisors
New York
$498K +$108K +840 +28%
IAS
1422
Investment Advisory Services
Texas
$498K +$498K +3,886 New
CA
1423
Claro Advisors
Massachusetts
$497K +$8.84K +69 +2%
CCM
1424
Carlson Capital Management
Minnesota
$497K +$101K +789 +26%
H
1425
HoyleCohen
California
$496K -$46.9K -366 -9%