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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 %
WPW
1676
Winthrop Partners - WNY
New York
$276K -$3.62K -26 -1%
BFG
1677
Barber Financial Group
Kansas
$275K -$9.17K -66 -3%
WCM
1678
Wedge Capital Management
North Carolina
$274K -$11.1K -80 -4%
WIC
1679
Woodmont Investment Counsel
Tennessee
$274K – – –
HSWM
1680
Hubbell Strickland Wealth Management
Louisiana
$274K +$274K +1,973 New
PIM
1681
Progressive Investment Management
Oregon
$273K – – –
M
1682
Mirova
France
$273K +$14K +101 +5%
DW
1683
Domani Wealth
Pennsylvania
$272K – – –
MWA
1684
Meridian Wealth Advisors
Texas
$272K – – –
CWM
1685
Campbell Wealth Management
Virginia
$271K -$7.93K -57 -3%
RRC
1686
Relaxing Retirement Coach
Massachusetts
$271K – – –
AP
1687
Arlington Partners
Alabama
$270K -$1.93M -13,839 -88%
PWAP
1688
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$269K -$24.6K -177 -8%
WCM
1689
Weik Capital Management
Pennsylvania
$269K -$7.23K -52 -3%
ACA
1690
Ackerman Capital Advisors
Texas
$269K – – –
CG
1691
Cynosure Group
Utah
$268K -$94.7K -680 -26%
HHGA
1692
Halbert Hargrove Global Advisors
California
$268K -$7.64K -55 -3%
NFG
1693
Nadler Financial Group
Illinois
$268K +$835 +6 +0.3%
TA
1694
Tiedemann Advisors
New York
$267K -$21.6K -156 -7%
DOA
1695
D'Orazio & Associates
Virginia
$267K – – –
SAM
1696
Seelaus Asset Management
New Jersey
$266K +$5.98K +43 +2%
SAA
1697
Southeast Asset Advisors
Georgia
$265K – – –
WCA
1698
Westover Capital Advisors
Delaware
$265K – – –
SDAM
1699
Shulman DeMeo Asset Management
New York
$265K +$694 +5 +0.3%
WAM
1700
Weiss Asset Management
Massachusetts
$265K +$51.4K +370 +24%
66 67
68
69 70