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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 %
BWA
1726
BlueSky Wealth Advisors
North Carolina
$244K – – –
JSL
1727
JT Stratford LLC
Georgia
$244K +$244K +1,752 New
OC
1728
Oakworth Capital
Alabama
$243K -$58.1K -418 -19%
STMM
1729
South Texas Money Management
Texas
$243K -$22.9K -165 -9%
MCG
1730
McCollum Christoferson Group
New York
$243K -$10.4K -74 -4%
WCF
1731
West Coast Financial
California
$243K – – –
WAAG
1732
Wealth Alliance Advisory Group
Kansas
$243K – – –
PW
1733
Price Wealth
Texas
$243K +$125K +901 +106%
SXL
1734
Summit X LLC
Missouri
$242K -$1.82K -13 -0.7%
NQWM
1735
Northwest Quadrant Wealth Management
Oregon
$242K +$1.01K +8 +0.4%
AAS
1736
Annex Advisory Services
Wisconsin
$241K +$241K +1,732 New
HPC
1737
Hobart Private Capital
North Carolina
$240K – – –
RWM
1738
Rench Wealth Management
Texas
$238K +$2.5K +18 +1%
1IA
1739
1834 Investment Advisors
Wisconsin
$238K +$42.4K +305 +22%
TIM
1740
Total Investment Management
Arizona
$237K +$695 +5 +0.3%
VCP
1741
Vista Capital Partners
Oregon
$237K +$973 +7 +0.4%
KPCM
1742
Kings Point Capital Management
New York
$237K +$105K +754 +79%
CFC
1743
Coyle Financial Counsel
Illinois
$237K +$237K +1,704 New
BOPW
1744
Brandywine Oak Private Wealth
Pennsylvania
$236K +$25.1K +181 +12%
KFA
1745
Kelleher Financial Advisors
New York
$235K -$113K -814 -33%
GFP
1746
Gryphon Financial Partners
Ohio
$235K +$19.1K +137 +9%
MYIA
1747
Mount Yale Investment Advisors
Colorado
$234K +$259 +2 +0.1%
SCM
1748
Salem Capital Management
Massachusetts
$233K – – –
CIA
1749
Cascade Investment Advisors
Oregon
$233K – – –
ATPW
1750
Ashton Thomas Private Wealth
Arizona
$231K +$231K +1,664 New
68 69
70
71 72