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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 %
IDBONY
1426
Israel Discount Bank of New York
New York
$469K +$34.2K +246 +8%
WANY
1427
Wealthspire Advisors (New York)
New York
$469K +$469K +3,370 New
PA
1428
Planning Alternatives
Michigan
$468K -$14.6K -105 -3%
MTC
1429
McDaniel Terry & Co
Texas
$468K +$8.2K +59 +2%
MWM
1430
Mascoma Wealth Management
New Hampshire
$468K +$23.4K +168 +5%
CFMC
1431
Curbstone Financial Management Corp
New Hampshire
$467K -$454K -3,267 -49%
SOAMC
1432
Spirit of America Management Corp
New York
$467K – – –
CA
1433
Cortland Associates
Missouri
$465K -$94K -677 -17%
HL
1434
HeadInvest LLC
Maine
$465K +$131K +939 +39%
WI
1435
Wintrust Investments
Illinois
$464K +$42.1K +295 +10%
MOS
1436
MGO One Seven
Ohio
$464K +$58.2K +419 +14%
FIM
1437
Fruth Investment Management
Texas
$463K – – –
PCM
1438
Palisade Capital Management
New Jersey
$461K – – –
TYCC
1439
Texas Yale Capital Corp
Florida
$459K – – –
BCM
1440
Boltwood Capital Management
California
$459K – – –
OFS
1441
Orrstown Financial Services
Pennsylvania
$458K – – –
CC
1442
Capital Counsel
New York
$458K – – –
WPC
1443
White Pine Capital
Minnesota
$457K +$19.6K +141 +4%
CFGS
1444
Concourse Financial Group Securities
Alabama
$455K -$566K -4,076 -55%
HIM
1445
Hotaling Investment Management
Pennsylvania
$455K -$114K -822 -20%
CHA
1446
Cooper/Haims Advisors
New York
$451K +$1.95K +14 +0.4%
BFA
1447
Brendel Financial Advisors
New Hampshire
$450K – – –
B
1448
Bridgeworth
Alabama
$449K +$136K +978 +43%
RC
1449
Reik & Co
New York
$447K -$29.2K -210 -6%
LCM
1450
Liberty Capital Management
Michigan
$447K – – –
56 57
58
59 60