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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 %
1IA
1801
1834 Investment Advisors
Wisconsin
$185K +$98.2K +746 +113%
AC
1802
Avestar Capital
New York
$182K – – –
BSPF
1803
British Steel Pension Fund
United Kingdom
$181K -$198K -1,506 -52%
BG
1804
Bollard Group
Massachusetts
$181K +$790 +6 +0.4%
HCM
1805
Hilton Capital Management
New York
$179K – – –
CBT
1806
Central Bank & Trust
Kentucky
$177K – – –
CF
1807
Centaurus Financial
California
$176K +$131K +997 +295%
BDWM
1808
Brewin Dolphin Wealth Management
Ireland
$175K -$82.8K -628 -32%
SIS
1809
Sound Income Strategies
Florida
$174K -$395 -3 -0.2%
CAL
1810
Capital Analysts LLC
Pennsylvania
$174K +$25.7K +194 +17%
LJHT
1811
Laurie J. Hall Trustee
$170K – – –
RAM
1812
Riggs Asset Management
Pennsylvania
$169K – – –
CWA
1813
Clarus Wealth Advisors
Arizona
$168K +$28.5K +216 +20%
HS
1814
Horan Securities
United States
$167K – – –
BEI
1815
Benjamin Edwards Inc
Missouri
$162K +$23.1K +175 +17%
TFA
1816
Transamerica Financial Advisors
Florida
$162K +$162K +1,222 New
EWM
1817
Executive Wealth Management
Michigan
$160K -$78.8K -599 -33%
PAI
1818
Pittenger & Anderson Inc
Nebraska
$159K +$60.7K +459 +62%
VC
1819
Vestor Capital
Illinois
$157K -$294K -2,220 -65%
NCM
1820
Nelson Capital Management
California
$157K – – –
AWM
1821
Apollon Wealth Management
South Carolina
$147K +$147K +1,114 New
IFAM
1822
Institutional & Family Asset Management
Colorado
$146K +$661 +5 +0.5%
PWP
1823
Personal Wealth Partners
Minnesota
$143K +$143K +1,087 New
FCMT
1824
Founders Capital Management (Texas)
Texas
$142K – – –
AWM
1825
Arbor Wealth Management
Florida
$139K +$265 +2 +0.2%
71 72
73
74 75