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IBM
IBM

Overview Fund Activity

1,987 hedge funds and large institutions have $62.1B invested in IBM in 2020 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 825 increasing their positions, 769 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+20
Holders Change %
+1.02%
% of All Funds
40.84%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.9%
New
154
Increased
825
Reduced
769
Closed
114
Calls
$1.42B
Puts
$1.65B
Net Calls
-$228M
Net Calls Change
+$14.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$566M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$1.05B
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$246M
4
Franklin Resources
4
Franklin Resources
California
$256M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$198M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$41.9M
2
Victory Capital Management
2
Victory Capital Management
Texas
$93.2M
3
BlackRock
3
BlackRock
New York
$7.37B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.06B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
326
Barings
North Carolina
$8.51M – – –
LWS
327
Lucia Wealth Services
California
$8.41M +$981K +8,493 +13%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$8.4M -$631K -5,467 -7%
CCT
329
Country Club Trust
Missouri
$8.35M -$288K -2,515 -3%
RCYC
330
Richard C. Young & Co
Rhode Island
$8.23M +$142K +1,230 +2%
MCM
331
Maple Capital Management
Vermont
$8.16M +$432K +3,740 +6%
MIM
332
Montgomery Investment Management
Maryland
$8.12M -$850K -7,364 -9%
WIA
333
Wealthstreet Investment Advisors
Texas
$8.06M +$1.23M +10,641 +18%
Mariner
334
Mariner
Kansas
$7.96M +$335K +2,899 +4%
AIP
335
ARS Investment Partners
New York
$7.95M +$7.62K +66 +0.1%
BC
336
Bartlett & Co
Ohio
$7.9M -$426K -3,693 -5%
BCWM
337
Bartlett & Co Wealth Management
Ohio
$7.9M -$426K -3,693 -5%
II
338
IFM Investors
Australia
$7.9M -$2.79M -24,135 -26%
WPC
339
Waters Parkerson & Co
Louisiana
$7.81M +$1.13M +9,791 +17%
SWP
340
Stratos Wealth Partners
Ohio
$7.79M +$441K +3,817 +6%
Teacher Retirement System of Texas
341
Teacher Retirement System of Texas
Texas
$7.68M +$2.43M +21,076 +46%
WT
342
Whittier Trust
California
$7.65M -$191K -1,653 -2%
HF
343
HRT Financial
New York
$7.64M +$7.64M +66,206 New
Kayne Anderson Rudnick Investment Management
344
Kayne Anderson Rudnick Investment Management
California
$7.61M +$815K +7,062 +12%
EAM
345
Erste Asset Management
Austria
$7.61M +$1.79M +15,607 +31%
GWM
346
Greenwich Wealth Management
Connecticut
$7.58M -$603K -5,221 -7%
MML Investors Services
347
MML Investors Services
Massachusetts
$7.52M +$1.61M +13,945 +27%
CCMD
348
Cypress Capital Management (Delaware)
Delaware
$7.38M +$788K +6,825 +12%
TBA
349
Tower Bridge Advisors
Pennsylvania
$7.37M +$121K +1,045 +2%
VFM
350
Viking Fund Management
North Dakota
$7.37M +$1.45M +12,552 +24%
12 13
14
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