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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
$668M
2
Franklin Resources
Franklin Resources
California
$321M
3
Ameriprise
Ameriprise
Minnesota
$757M
4
Invesco
Invesco
Georgia
$484M
5
Two Sigma Investments
Two Sigma Investments
New York
$108M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$2.01B
2
CS
Credit Suisse
Switzerland
$269M
3
State Street
State Street
Massachusetts
$7.4B
4
Deutsche Bank
Deutsche Bank
Germany
$507M
5
Fidelity International
Fidelity International
Bermuda
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
1926
Litman Gregory Wealth Management
California
$7K – – –
IF
1927
Ironwood Financial
Arizona
$7K – – –
UB
1928
UMB Bank
Missouri
$6.45K -$21 -158 -0.3%
GC
1929
Globeflex Capital
California
$6K +$6K +49 New
SQA
1930
Simon Quick Advisors
New Jersey
$4.69K – – –
MWM
1931
Meridian Wealth Management
Kentucky
$4.64K +$109 +83 +2%
FIA
1932
FNY Investment Advisers
New York
$4K -$495K -4,080 -99%
FEG
1933
Financial Enhancement Group
Indiana
$3K – – –
MWM
1934
Merriman Wealth Management
Washington
$2.73K +$171 +128 +7%
DWA
1935
Dougherty Wealth Advisers
Minnesota
$2K – – –
MWC
1936
MBM Wealth Consultants
Missouri
$2K – – –
TCM
1937
TD Capital Management
Tennessee
$2K +$2K +16 New
FCH
1938
Freestone Capital Holdings
Washington
$1.99K -$209 -1,582 -9%
CPIA
1939
Cornell Pochily Investment Advisors
New York
$1.69K +$227 +1,722 +16%
BRWM
1940
B. Riley Wealth Management
Tennessee
$1.24K -$56 -426 -4%
GTAM
1941
Global Trust Asset Management
Florida
$1K – – –
EAM
1942
Eukles Asset Management
Ohio
$1K – – –
NR
1943
Newfound Research
Massachusetts
$1K +$200 +2 +25%
HHAA
1944
Henry H. Armstrong Associates
Pennsylvania
$973 +$14 +104 +1%
LHC
1945
Little House Capital
Massachusetts
$919 -$24 -166 -3%
CT
1946
Chicago Trust
Illinois
$904 -$129 -978 -12%
NDSI
1947
Newman Dignan & Sheerar Inc
Rhode Island
$645 -$39 -297 -6%
ACA
1948
Ackerman Capital Advisors
Texas
$255 – +1 +0.1%
HLCM
1949
Hi-Line Capital Management
South Dakota
– -$7.96M -58,969 Closed
LSA
1950
L & S Advisors
California
– -$7.25M -53,746 Closed
76 77
78
79 80