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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 %
PBO
1751
Peoples Bank (Ohio)
Ohio
$230K – – –
MC
1752
Miramar Capital
Illinois
$229K -$3.43K -27 -1%
FRM
1753
Foundation Resource Management
Arkansas
$228K -$18.2K -131 -7%
BIM
1754
Baldwin Investment Management
Pennsylvania
$228K – – –
TF
1755
Trek Financial
Arizona
$228K – – –
CPSAC
1756
Chas P. Smith & Associates (CPS)
Florida
$227K – – –
QCM
1757
Quest Capital Management
Texas
$227K +$139 +1 +0.1%
PS
1758
Portfolio Strategies
New York
$226K +$139 +1 +0.1%
RTS
1759
Round Table Services
New Jersey
$226K +$3.07K +22 +1%
CCM
1760
Crabel Capital Management
California
$226K +$226K +1,629 New
HCM
1761
Highlander Capital Management
New Jersey
$225K – – –
FFWA
1762
FRG Family Wealth Advisors
Washington
$224K -$87.1K -627 -28%
M
1763
MOTCO
Texas
$224K -$19.1K -137 -8%
SIMM
1764
Stillwater Investment Management (Minnesota)
Minnesota
$223K +$416 +3 +0.2%
HCMT
1765
Highland Capital Management (Tennessee)
Tennessee
$223K +$6.13K +44 +3%
JWM
1766
JGP Wealth Management
Oregon
$222K +$2.99K +22 +1%
AFC
1767
AFT Forsyth & Company
Florida
$222K +$222K +1,599 New
BCP
1768
Blue Chip Partners
Michigan
$222K +$222K +1,600 New
RMAM
1769
Raab & Moskowitz Asset Management
New Jersey
$221K – – –
EM
1770
ELCO Management
New York
$221K +$221K +1,588 New
MFW
1771
Mosaic Family Wealth
Missouri
$220K -$97.6K -702 -31%
MC
1772
Middleton & Co
Massachusetts
$218K -$8.36K -60 -4%
MCM
1773
MV Capital Management
Maryland
$218K -$556 -4 -0.3%
NSCM
1774
New South Capital Management
Tennessee
$218K – – –
ACM
1775
Alethea Capital Management
Washington
$218K – – –
69 70
71
72 73