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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 %
GBBWRPM
1551
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$344K – – –
CHP
1552
Cable Hill Partners
Oregon
$344K – – –
FEM
1553
Fulcrum Equity Management
Texas
$344K +$78.2K +601 +29%
CG
1554
Cynosure Group
Utah
$343K +$343K +2,605 New
PCM
1555
Prelude Capital Management
New York
$342K +$342K +2,595 New
KCPG
1556
Kavar Capital Partners Group
Kansas
$341K – – –
RBFC
1557
Roman Butler Fullerton & Co
Missouri
$341K +$75.9K +575 +29%
PG
1558
Patten Group
Tennessee
$340K -$6.86K -52 -2%
RP
1559
Rowlandmiller & Partners
Georgia
$339K – – –
WCM
1560
Whitener Capital Management
North Carolina
$339K -$4.22K -32 -1%
AIM
1561
Advantage Investment Management
Iowa
$339K +$27.6K +209 +9%
EDRIA
1562
Edmonds Duncan Registered Investment Advisors
Kansas
$338K – – –
CCM
1563
Condor Capital Management
New Jersey
$338K +$7.12K +54 +2%
HIC
1564
Hartline Investment Corp
Illinois
$335K +$24.1K +183 +8%
PWS
1565
Paragon Wealth Strategies
Florida
$335K +$335K +2,539 New
VAS
1566
Valicenti Advisory Services
New York
$334K -$658 -5 -0.2%
LDFR
1567
Lehman & Derafelo Financial Resources
Pennsylvania
$333K +$113K +836 +51%
RIM
1568
Redwood Investment Management
Arizona
$332K +$59.1K +449 +22%
AAP
1569
Aristotle Atlantic Partners
Florida
$331K +$331K +2,510 New
CTB
1570
Country Trust Bank
Illinois
$330K – – –
PPP
1571
Private Portfolio Partners
New Jersey
$330K +$13.1K +99 +4%
RWM
1572
Ritholtz Wealth Management
New York
$329K +$38.9K +295 +13%
KFA
1573
Kelleher Financial Advisors
New York
$329K +$329K +2,502 New
AW
1574
Alpha Windward
Massachusetts
$328K +$125K +864 +61%
HCM
1575
Hudson Capital Management
New Jersey
$327K -$162K -1,230 -33%
61 62
63
64 65