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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 %
SIS
1826
Sound Income Strategies
Florida
$192K +$7.94K +57 +4%
BG
1827
Bollard Group
Massachusetts
$191K +$416 +3 +0.2%
QCIG
1828
Quad-Cities Investment Group
Iowa
$189K -$58.4K -418 -24%
HCM
1829
Hilton Capital Management
New York
$189K – – –
CBT
1830
Central Bank & Trust
Kentucky
$186K – – –
GEA
1831
Glen Eagle Advisors
New Jersey
$186K -$80.6K -580 -30%
BDWM
1832
Brewin Dolphin Wealth Management
Ireland
$185K – – –
TIS
1833
Tortoise Index Solutions
Kansas
$183K +$54.5K +393 +42%
LJHT
1834
Laurie J. Hall Trustee
$179K – – –
BEI
1835
Benjamin Edwards Inc
Missouri
$177K +$6.8K +49 +4%
HS
1836
Horan Securities
United States
$176K – – –
CAM
1837
CenterStar Asset Management
Illinois
$167K – – –
LFG
1838
Larson Financial Group
Missouri
$164K +$25.3K +182 +18%
CAL
1839
Capital Analysts LLC
Pennsylvania
$163K -$18.9K -137 -10%
PFO
1840
Pathstone Family Office
New Jersey
$162K -$597K -4,283 -79%
HCA
1841
Horan Capital Advisors
Ohio
$161K +$161K +1,161 New
IFAM
1842
Institutional & Family Asset Management
Colorado
$159K +$5.29K +38 +3%
HFM
1843
Harvest Fund Management
China
$158K -$290K -2,080 -65%
VC
1844
Vestor Capital
Illinois
$158K -$7.24K -52 -4%
CFN
1845
Cordasco Financial Network
Florida
$155K +$26.5K +191 +21%
FCMT
1846
Founders Capital Management (Texas)
Texas
$150K – – –
WCG
1847
Weaver Consulting Group
California
$149K – – –
PWP
1848
Personal Wealth Partners
Minnesota
$148K -$3.06K -22 -2%
MS
1849
Mizuho Securities
Japan
$148K +$92.9K +670 +169%
SWM
1850
Selective Wealth Management
Virginia
$147K +$147K +1,058 New
72 73
74
75 76