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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 %
OCM
1651
Osterweis Capital Management
California
$284K – – –
Ninety One (UK)
1652
Ninety One (UK)
United Kingdom
$283K -$31.9K -242 -10%
HI
1653
HBK Investments
Texas
$283K +$283K +2,146 New
SSW
1654
Smith Shellnut Wilson
Mississippi
$282K – – –
IA
1655
Independence Advisors
Pennsylvania
$279K -$1.58K -12 -0.6%
NEPWA
1656
New England Private Wealth Advisors
Massachusetts
$279K +$923 +7 +0.3%
AWE
1657
Avidian Wealth Enterprises
Texas
$279K +$2.9K +22 +1%
GC
1658
Gilbert & Cook
Iowa
$279K +$3.3K +25 +1%
PWAP
1659
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$279K +$279K +2,114 New
LC
1660
LCNB Corp
Ohio
$278K -$6.85K -52 -2%
PFBT
1661
Parkside Financial Bank & Trust
Missouri
$278K +$7.66K +58 +3%
Westfield Capital Management
1662
Westfield Capital Management
Massachusetts
$276K -$71M -538,440 -100%
PCA
1663
Private Capital Advisors
Connecticut
$276K – – –
FIG
1664
FundX Investment Group
California
$276K – – –
NJBEST
1665
New Jersey Better Educational Savings Trust
New Jersey
$276K – – –
TA
1666
Tiedemann Advisors
New York
$275K -$206K -1,565 -43%
CBU
1667
CIBC Bank USA
Illinois
$275K -$17.5K -133 -6%
JWBC
1668
J.W. Burns & Co
New York
$275K – – –
BCM
1669
Brown Capital Management
Maryland
$273K – – –
ECAM
1670
East Coast Asset Management
Massachusetts
$272K -$69K -523 -20%
WCM
1671
Wedge Capital Management
North Carolina
$271K +$271K +2,053 New
SEIA
1672
Signature Estate & Investment Advisors
California
$270K – – –
BFG
1673
Barber Financial Group
Kansas
$270K +$270K +2,045 New
AAIM
1674
Asset Advisors Investment Management
Georgia
$267K +$46.2K +350 +21%
TB
1675
Terril Brothers
Missouri
$266K -$14.5K -110 -5%
65 66
67
68 69