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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 %
LD
1601
Lipe & Dalton
New York
$327K +$13.6K +98 +4%
MC
1602
Mathes Company
New York
$327K +$327K +2,350 New
TTWM
1603
TCV Trust & Wealth Management
Virginia
$326K -$11K -79 -3%
AFM
1604
Andesa Financial Management
Pennsylvania
$326K +$18.2K +131 +6%
CCA
1605
Conestoga Capital Advisors
Pennsylvania
$325K – – –
MIM
1606
Miller Investment Management
Pennsylvania
$323K – – –
RPAM
1607
Rhenman & Partners Asset Management
Sweden
$322K – – –
AIM
1608
Advantage Investment Management
Iowa
$321K -$36K -259 -10%
LB
1609
Legacy Bridge
Iowa
$321K – – –
OSNBOA
1610
Old Second National Bank of Aurora
Illinois
$321K – – –
SSG
1611
Summit Securities Group
New York
$320K -$233K -1,674 -42%
AIM
1612
Aspen Investment Management
Michigan
$320K – – –
AWM
1613
AllSquare Wealth Management
New York
$320K +$2.22K +16 +0.7%
WIA
1614
Westbourne Investment Advisors
Maryland
$320K +$320K +2,301 New
AWM
1615
Alterna Wealth Management
Texas
$319K -$4.03K -29 -1%
CF
1616
Centaurus Financial
California
$319K +$133K +959 +72%
RBC
1617
Roble Belko & Company
Pennsylvania
$318K +$183K +1,315 +135%
FFG
1618
Frisch Financial Group
New York
$318K +$318K +2,291 New
AEPG
1619
American Economic Planning Group
New Jersey
$317K -$4.53K -33 -1%
WP
1620
WealthShield Partners
North Carolina
$317K – – –
SEIA
1621
Signature Estate & Investment Advisors
California
$317K +$32.3K +232 +11%
AW
1622
Alpha Windward
Massachusetts
$316K +$139 +1 +0%
FCA
1623
FLC Capital Advisors
California
$316K +$61.5K +443 +24%
NIM
1624
NuWave Investment Management
New Jersey
$315K -$56.5K -411 -15%
DSN
1625
D. Scott Neal
Kentucky
$315K – – –
63 64
65
66 67