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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 %
JWM
1926
Janiczek Wealth Management
Colorado
$26K – – –
TCCM
1927
Timber Creek Capital Management
Massachusetts
$25K – – –
SAM
1928
Shamrock Asset Management
Texas
$23K – – –
GWAG
1929
Garrett Wealth Advisory Group
Texas
$22.8K +$22.8K +164 New
CQS
1930
Credential Qtrade Securities
$22.1K – – –
RFWA
1931
RPg Family Wealth Advisory
Massachusetts
$21.8K – – –
NCM
1932
Next Capital Management
New York
$21K -$10.4K -74 -33%
HCM
1933
Horrell Capital Management
Arkansas
$20K – – –
MSFP
1934
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
MFT
1935
Moisand Fitzgerald Tamayo
Florida
$15K – – –
FMP
1936
Financial Management Professionals
Texas
$14K – – –
AGA
1937
Accuvest Global Advisors
Utah
$13K -$406K -2,934 -97%
AM
1938
Atwater Malick
Pennsylvania
$12K +$12K +84 New
RWG
1939
Regal Wealth Group
California
$11K – – –
CRM
1940
Cramer Rosenthal McGlynn
Connecticut
$9K – – –
CA
1941
Crewe Advisors
Utah
$8K – – –
LGWM
1942
Litman Gregory Wealth Management
California
$7K – – –
GC
1943
Globeflex Capital
California
$7K – – –
IF
1944
Ironwood Financial
Arizona
$7K – – –
1NWS
1945
1 North Wealth Services
Maryland
$7K +$7K +50 New
BCM
1946
Bourgeon Capital Management
Connecticut
$7K +$7K +52 New
UB
1947
UMB Bank
Missouri
$6.74K -$70 -501 -1%
FCH
1948
Freestone Capital Holdings
Washington
$3.9K +$1.8K +12,931 +86%
EI
1949
Ellevest Inc
New York
$3K -$75.6K -504 -96%
FEG
1950
Financial Enhancement Group
Indiana
$3K – – –
76 77
78
79 80