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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
NCM
326
Novare Capital Management
North Carolina
$7.8M +$3.89M +36,650 +99%
RI
327
RWWM Inc
California
$7.72M -$18.9M -177,767 -71%
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$7.67M -$592K -5,579 -7%
BC
329
Bartlett & Co
Ohio
$7.65M +$7.65M +72,103 New
BCWM
330
Bartlett & Co Wealth Management
Ohio
$7.65M -$31.3K -295 -0.4%
SAM
331
Sompo Asset Management
Japan
$7.64M +$1.46M +13,755 +24%
CFB
332
Cullen/Frost Bankers
Texas
$7.59M +$2.01M +18,953 +36%
GWM
333
Greenwich Wealth Management
Connecticut
$7.51M -$82.6K -779 -1%
BHWM
334
Bar Harbor Wealth Management
New Hampshire
$7.46M -$305K -2,877 -4%
RCYC
335
Richard C. Young & Co
Rhode Island
$7.43M +$246K +2,316 +3%
KWILP
336
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.31M +$7.31M +68,887 New
AIP
337
ARS Investment Partners
New York
$7.3M +$2.35M +22,175 +48%
Pacer Advisors
338
Pacer Advisors
Pennsylvania
$7.21M +$6.97M +60,718 +2,955%
WT
339
Whittier Trust
California
$7.2M -$198K -1,871 -3%
GG
340
Greenwood Gearhart
Arkansas
$7.15M +$181K +1,705 +3%
OAM
341
Oppenheimer Asset Management
New York
$7.12M -$7.39M -69,708 -51%
MCM
342
Maple Capital Management
Vermont
$7.1M +$285K +2,685 +4%
RIM
343
Redpoint Investment Management
Australia
$7.07M -$798K -7,520 -10%
Mariner
344
Mariner
Kansas
$7.04M +$1.18M +11,105 +20%
UIM
345
USS Investment Management
United Kingdom
$7.02M +$7.02M +66,239 New
1832 Asset Management
346
1832 Asset Management
Ontario, Canada
$6.99M +$482K +4,431 +7%
AWM
347
AE Wealth Management
Kansas
$6.97M +$985K +9,289 +16%
FTIOP
348
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.85M -$139K -1,312 -2%
LWS
349
Lucia Wealth Services
California
$6.82M +$6.79M +63,984 +17,724%
SWP
350
Stratos Wealth Partners
Ohio
$6.75M -$501K -4,723 -7%
12 13
14
15 16