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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 %
CFSG
1976
Community Financial Services Group
Vermont
– -$438K -3,249 Closed
I2I
1977
Insight 2811 Inc
Illinois
– -$437K -3,243 Closed
ACG
1978
Allen Capital Group
Nebraska
– -$407K -3,016 Closed
PAS
1979
Park Avenue Securities
New York
– -$381K -2,782 Closed
BBP
1980
Banco BTG Pactual
Brazil
– -$368K -2,728 Closed
NCM
1981
Neumann Capital Management
California
– -$310K -2,301 Closed
LPIC
1982
LeJeune Puetz Investment Counsel
Michigan
– -$295K -2,189 Closed
FFG
1983
Frisch Financial Group
New York
– -$291K -2,160 Closed
SWAG
1984
Spectrum Wealth Advisory Group
California
– -$289K -2,144 Closed
NAMP
1985
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$283K -2,100 Closed
GP
1986
Girard Partners
Pennsylvania
– -$283K -2,099 Closed
QCM
1987
Quantinno Capital Management
New York
– -$269K -1,997 Closed
BO
1988
Bach Option
Hong Kong
– -$269K -1,996 Closed
EAM
1989
Evanson Asset Management
California
– -$257K -1,908 Closed
PCI
1990
Pacifica Capital Investments
Texas
– -$254K -1,883 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1991
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$247K -1,831 Closed
F
1992
F3Logic
Minnesota
– -$237K -1,756 Closed
WBG
1993
Wharton Business Group
Pennsylvania
– -$233K -1,730 Closed
I
1994
IberiaBank
Louisiana
– -$226K -1,676 Closed
WIA
1995
Westbourne Investment Advisors
Maryland
– -$226K -1,674 Closed
PFG
1996
Piershale Financial Group
Illinois
– -$226K -1,674 Closed
MPW
1997
MA Private Wealth
California
– -$224K -1,663 Closed
OKSA
1998
O'Keefe Stevens Advisory
New York
– -$222K -1,647 Closed
CGT
1999
Capital Guardian Trust
California
– -$220K -1,631 Closed
SAM
2000
Security Asset Management
New York
– -$218K -1,619 Closed
78 79
80
81 82