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
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
1976
Wealthcare Capital Management
Virginia
$73K +$8.85K +69 +14%
RTC
1977
Riverview Trust Company
Washington
$72K -$13.4K -105 -16%
APC
1978
Aspire Private Capital
North Carolina
$72K
SAM
1979
S.A. Mason
Michigan
$69K +$69K +539 New
MG
1980
MilWealth Group
Wisconsin
$68.2K
NG
1981
NWK Group
California
$67K +$67K +523 New
ACM
1982
Anfield Capital Management
California
$65K +$65K +435 New
PCFFS
1983
Pacific Center for Financial Services
California
$64K -$10K -78 -14%
BCA
1984
Bray Capital Advisors
Florida
$63K
BBA
1985
Braun-Bostich & Associates
Pennsylvania
$63K +$63K +487 New
KFS
1986
Kelly Financial Services
Massachusetts
$62.8K -$43.4K -339 -41%
CC
1987
Centiva Capital
New York
$60K +$60K +469 New
ONST
1988
Old North State Trust
North Carolina
$57K -$15.6K -121 -22%
NCM
1989
New Capital Management
Texas
$56K
LFA
1990
Lighthouse Financial Advisors
Maryland
$55K +$55K +434 New
AWM
1991
Atticus Wealth Management
Florida
$54K +$54K +418 New
EWM
1992
Edge Wealth Management
New York
$53K
HIM
1993
Hillsdale Investment Management
Ontario, Canada
$52K -$468K -3,671 -90%
APW
1994
Acima Private Wealth
Virginia
$51K
KC
1995
Knuff & Co
California
$51K
AP
1996
Americana Partners
Texas
$50K +$50K +391 New
LWM
1997
Lionsbridge Wealth Management
Florida
$50K +$50K +396 New
SQA
1998
Simon Quick Advisors
New Jersey
$48K +$3.68K +29 +8%
SFG
1999
Sowa Financial Group
Rhode Island
$47K +$47K +368 New
LWS
2000
Lucia Wealth Services
California
$46K