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IBM
IBM

Overview Fund Activity

1,967 hedge funds and large institutions have $56.6B invested in IBM in 2020 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 847 increasing their positions, 784 reducing their positions, and 215 closing their positions.

Holders
1,967
Holders Change
-104
Holders Change %
-5.02%
% of All Funds
43.45%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.15%
New
142
Increased
847
Reduced
784
Closed
215
Calls
$1.48B
Puts
$1.72B
Net Calls
-$243M
Net Calls Change
+$469M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$753M
2
Charles Schwab
2
Charles Schwab
California
$1.24B
3
IFP
3
Independent Franchise Partners
United Kingdom
$385M
4
Capital World Investors
4
Capital World Investors
California
$495M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.42B

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$513M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
301
Welch & Forbes
Massachusetts
$9.08M 81,846 -3,775 -4%
PA
302
Pinnacle Associates
New York
$9.07M 81,794 +966 +1%
LIM
303
Lathrop Investment Management
Arkansas
$8.92M 80,394 +5,139 +7%
PAM
304
Palisade Asset Management
Minnesota
$8.86M 79,894 +5,662 +8%
ECM
305
Estabrook Capital Management
New York
$8.84M 79,696 +6,950 +10%
ABTD
306
Arvest Bank Trust Division
Oklahoma
$8.83M 79,564 -8,547 -10%
B
307
Barings
North Carolina
$8.51M 76,693 +1,646 +2%
RCM
308
Radnor Capital Management
Pennsylvania
$8.5M 76,631 -775 -1%
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$8.47M 76,391 -441 -0.6%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$8.39M 75,604 +14,018 +23%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$8.3M 74,815 +12,452 +20%
VHAM
312
Van Hulzen Asset Management
California
$8.27M 74,504 +4,637 +7%
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$8.26M 74,428 -225 -0.3%
MIM
314
Montgomery Investment Management
Maryland
$8.24M 74,243 – –
Twin Tree Management
315
Twin Tree Management
Texas
$8.2M 73,917 +73,917 New
SSG
316
Summit Securities Group
New York
$8.18M 73,700 +62,000 +530%
JMFC
317
J.M. Forbes & Co
Massachusetts
$8.16M 73,581 +69,797 +1,845%
Natixis Advisors
318
Natixis Advisors
Massachusetts
$8.16M 73,529 +11,197 +18%
CCT
319
Country Club Trust
Missouri
$8.15M 72,159 -1,454 -2%
WA
320
WealthTrust Axiom
Pennsylvania
$8.13M 73,306 +4,980 +7%
JGUA
321
John G. Ullman & Associates
New York
$7.92M 71,405 +4,150 +6%
SI
322
Stephens Inc
Arkansas
$7.86M 70,819 +11,985 +20%
VI
323
Vestcor Inc
New Brunswick, Canada
$7.83M 70,623 +6,672 +10%
BF
324
BOK Financial
Oklahoma
$7.83M 70,616 -701 -1%
GIM
325
Goelzer Investment Management
Indiana
$7.81M 70,440 +1,793 +3%
11 12
13
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