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IBM
IBM

Overview Fund Activity

2,071 hedge funds and large institutions have $67.9B invested in IBM in 2019 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 735 increasing their positions, 834 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+113
Holders Change %
+5.77%
% of All Funds
40.9%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.95%
New
251
Increased
735
Reduced
834
Closed
113
Calls
$1.32B
Puts
$2.03B
Net Calls
-$712M
Net Calls Change
-$442M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$203M
2
Goldman Sachs
Goldman Sachs
New York
+$201M
3
Renaissance Technologies
Renaissance Technologies
New York
+$193M
4
Morgan Stanley
Morgan Stanley
New York
+$168M
5
Barclays
Barclays
United Kingdom
+$167M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$414M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$316M
3
Franklin Resources
Franklin Resources
California
-$187M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$136M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1876
CCG Wealth Management
California
$208K +$208K +1,620 New
PBO
1877
Peoples Bank (Ohio)
Ohio
$207K -$4.74K -37 -2%
AWA
1878
Alaska Wealth Advisors
Alaska
$207K +$207K +1,617 New
JWM
1879
JGP Wealth Management
Oregon
$206K -$3.72K -29 -2%
SIMM
1880
Stillwater Investment Management (Minnesota)
Minnesota
$206K +$384 +3 +0.2%
AFC
1881
AFT Forsyth & Company
Florida
$205K – – –
HCMT
1882
Highland Capital Management (Tennessee)
Tennessee
$204K -$1.28K -10 -0.6%
AIM
1883
AIA Investment Management
Singapore
$204K +$25.5K +199 +14%
CPSAC
1884
Chas P. Smith & Associates (CPS)
Florida
$203K -$6.67K -52 -3%
PWAG
1885
Polaris Wealth Advisory Group
California
$203K -$6.6K -50 -3%
RMAM
1886
Raab & Moskowitz Asset Management
New Jersey
$203K – – –
DI
1887
Disciplined Investments
Oklahoma
$203K +$203K +1,582 New
MCWA
1888
Meadow Creek Wealth Advisors
Georgia
$203K +$203K +1,582 New
TB
1889
Terril Brothers
Missouri
$201K -$57.5K -449 -22%
NSCM
1890
New South Capital Management
Tennessee
$201K – – –
WAS
1891
Wesleyan Assurance Society
United Kingdom
$201K – – –
ACM
1892
Alethea Capital Management
Washington
$201K – – –
LSPW
1893
Lake Street Private Wealth
Illinois
$201K +$201K +1,567 New
P
1894
&Partners
Tennessee
$201K +$201K +1,568 New
GA
1895
Gateway Advisory
New Jersey
$201K +$201K +1,572 New
WAAG
1896
Wealth Alliance Advisory Group
Kansas
$200K -$27.4K -214 -12%
CAM
1897
Close Asset Management
United Kingdom
$188K – – –
OSAM
1898
O'Shaughnessy Asset Management
Connecticut
$187K +$187K +1,455 +48,500%
FCA
1899
FinTrust Capital Advisors
South Carolina
$185K -$3.58K -28 -2%
MCA
1900
Mercer Capital Advisers
New Jersey
$183K – – –
74 75
76
77 78