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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 %
AssetMark Inc
1626
AssetMark Inc
California
$299K +$95.2K +722 +47%
TSS
1627
Thomas Story & Son
Indiana
$298K – – –
KFGK
1628
Keystone Financial Group (Kentucky)
Kentucky
$297K -$33.6K -255 -10%
B
1629
Bridgeworth
Alabama
$297K -$20.2K -153 -6%
AIA
1630
Arbor Investment Advisors
North Carolina
$297K – – –
LD
1631
Lipe & Dalton
New York
$297K +$21.5K +163 +8%
TA
1632
TFG Advisers
Michigan
$296K +$20.4K +155 +7%
FFWA
1633
FRG Family Wealth Advisors
Washington
$295K -$247K -1,875 -46%
GCA
1634
Genesee Capital Advisors
New York
$295K +$295K +2,239 New
GI
1635
Gradient Investments
Minnesota
$294K -$50.6K -384 -15%
FTC
1636
Farmers Trust Company
Ohio
$293K -$42.2K -320 -13%
LSAG
1637
Lake Street Advisors Group
New Hampshire
$293K +$395 +3 +0.1%
DLHL
1638
Donald L. Hagan LLC
Florida
$292K -$11.4K -86 -4%
CCM
1639
Chickasaw Capital Management
Tennessee
$292K – – –
SCA
1640
STALEY CAPITAL ADVISERS
Pennsylvania
$292K +$292K +2,214 New
AFM
1641
Andesa Financial Management
Pennsylvania
$292K +$292K +2,216 New
SP
1642
Successful Portfolios
Florida
$291K -$2.11K -16 -0.7%
HFP
1643
Holistic Financial Partners
Indiana
$291K – – –
NCM
1644
Noesis Capital Mangement
Florida
$291K +$291K +2,207 New
SFWC
1645
Strategic Family Wealth Counselors
New Jersey
$290K – – –
PAG
1646
Pinnacle Advisory Group
Maryland
$290K +$132 +1 +0%
SCM
1647
Stellar Capital Management
Arizona
$286K – – –
BWAM
1648
Boyd Watterson Asset Management
Ohio
$286K – – –
OC
1649
Oakworth Capital
Alabama
$286K +$1.06K +8 +0.4%
GHA
1650
GW Henssler & Associates
Georgia
$285K +$87.7K +666 +44%
64 65
66
67 68