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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 %
CAAS
1626
Capital Asset Advisory Services
Michigan
$314K -$2.23K -16 -0.7%
TSS
1627
Thomas Story & Son
Indiana
$314K – – –
BLAM
1628
Bourne Lent Asset Management
New York
$313K -$21.8K -157 -7%
GCA
1629
Genesee Capital Advisors
New York
$311K – – –
DLHL
1630
Donald L. Hagan LLC
Florida
$310K +$9.25K +68 +3%
SFFS
1631
Stonehage Fleming Financial Services
Jersey
$310K +$218K +1,567 +238%
SIM
1632
SSI Investment Management
California
$309K +$309K +2,221 New
SCA
1633
STALEY CAPITAL ADVISERS
Pennsylvania
$308K – – –
PA
1634
PFG Advisors
Arizona
$308K +$14.3K +107 +5%
JFA
1635
JNBA Financial Advisors
Minnesota
$308K +$66.8K +480 +28%
TA
1636
TCG Advisors
Texas
$306K -$851K -6,127 -74%
SP
1637
Successful Portfolios
Florida
$306K -$835 -6 -0.3%
SFWC
1638
Strategic Family Wealth Counselors
New Jersey
$306K – – –
HFP
1639
Holistic Financial Partners
Indiana
$306K – – –
PAG
1640
Pinnacle Advisory Group
Maryland
$306K +$139 +1 +0%
LC
1641
LCNB Corp
Ohio
$302K +$7.94K +57 +3%
LSAG
1642
Lake Street Advisors Group
New Hampshire
$301K -$8.06K -58 -3%
EF
1643
Empirical Finance
Pennsylvania
$300K -$1.6M -11,482 -84%
FMTC
1644
Farmers & Merchants Trust Company
California
$300K -$80K -575 -21%
GC
1645
Gilbert & Cook
Iowa
$300K +$5.56K +40 +2%
CNB
1646
Camden National Bank
Maine
$299K +$28.7K +206 +11%
HCM
1647
Harvey Capital Management
Florida
$298K -$17.5K -126 -6%
SSW
1648
Smith Shellnut Wilson
Mississippi
$298K – – –
GI
1649
Gradient Investments
Minnesota
$297K -$12.9K -93 -4%
SCM
1650
Stellar Capital Management
Arizona
$296K +$695 +5 +0.2%
64 65
66
67 68