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 %
JWM
2026
Janiczek Wealth Management
Colorado
$24K
SIC
2027
Samalin Investment Counsel
New York
$24K +$24K +188 New
TCCM
2028
Timber Creek Capital Management
Massachusetts
$23K
CWA
2029
Capital Wealth Alliance
Arizona
$21K +$21K +154 New
CQS
2030
Credential Qtrade Securities
$20.4K
RFWA
2031
RPg Family Wealth Advisory
Massachusetts
$20.1K
HCM
2032
Horrell Capital Management
Arkansas
$19K
CP
2033
Corbenic Partners
Pennsylvania
$18K +$18K +137 New
EWA
2034
Evolution Wealth Advisors
Florida
$16K +$16K +129 New
TWP
2035
TFO Wealth Partners
Ohio
$16K +$16K +131 New
H
2036
Hexavest
Quebec, Canada
$15K +$15K +114 New
FMP
2037
Financial Management Professionals
Texas
$13K
MSFP
2038
Mark Sheptoff Financial Planning
Connecticut
$13K
MFT
2039
Moisand Fitzgerald Tamayo
Florida
$13K
AGA
2040
Accuvest Global Advisors
Utah
$13K +$1.14K +9 +10%
RWG
2041
Regal Wealth Group
California
$10K
CRM
2042
Cramer Rosenthal McGlynn
Connecticut
$9K
LP
2043
LMR Partners
United Kingdom
$7.13K +$7.13K +55,617 New
RCA
2044
Ranch Capital Advisors
Florida
$7K -$550K -4,089 -99%
LGWM
2045
Litman Gregory Wealth Management
California
$7K
IF
2046
Ironwood Financial
Arizona
$7K
BCM
2047
Bourgeon Capital Management
Connecticut
$7K
1NWS
2048
1 North Wealth Services
Maryland
$7K +$137 +1 +2%
FWM
2049
FFT Wealth Management
Pennsylvania
$7K +$7K +52 New
MAWCM
2050
Mine & Arao Wealth Creation & Management
California
$7K +$7K +52 New