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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 %
DILIC
351
Dai-ichi Life Insurance Company
Japan
$6.75M +$1.66M +15,690 +33%
KRS
352
Kentucky Retirement Systems
Kentucky
$6.71M +$1.66M +15,609 +33%
TBA
353
Tower Bridge Advisors
Pennsylvania
$6.66M +$4.03K +38 +0.1%
UIC
354
Uniplan Investment Counsel
Wisconsin
$6.54M +$6.54M +61,690 New
ACC
355
Accident Compensation Corp
New Zealand
$6.53M -$44.3K -418 -0.7%
Wealth Enhancement Advisory Services
356
Wealth Enhancement Advisory Services
Minnesota
$6.52M +$4.62M +38,254 +243%
Dodge & Cox
357
Dodge & Cox
California
$6.51M -$1.02M -9,616 -14%
SCA
358
Stonebridge Capital Advisors
Minnesota
$6.5M +$187K +1,768 +3%
CCP
359
Clifford Capital Partners
Utah
$6.44M -$9.76K -92 -0.2%
SIA
360
SeaBridge Investment Advisors
New Jersey
$6.38M +$137K +1,290 +2%
GIA
361
Guyasuta Investment Advisors
Pennsylvania
$6.35M -$67.7K -638 -1%
UR
362
USCA RIA
Texas
$6.33M -$1.97M -18,559 -24%
VRS
363
Virginia Retirement Systems
Virginia
$6.32M -$333K -3,138 -5%
AAF
364
Andra AP-fonden
Sweden
$6.29M +$55.5K +523 +0.9%
BFS
365
Bradley Foster & Sargent
Connecticut
$6.29M -$55.9K -527 -0.9%
COPPSERS
366
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.28M -$50K -471 -0.8%
WIA
367
Wealthstreet Investment Advisors
Texas
$6.27M -$707K -6,668 -10%
Kayne Anderson Rudnick Investment Management
368
Kayne Anderson Rudnick Investment Management
California
$6.25M +$1.65M +15,583 +36%
SIM
369
Sentry Investment Management
Wisconsin
$6.21M +$63.2K +596 +1%
NMERB
370
New Mexico Educational Retirement Board
New Mexico
$6.18M -$1.41M -13,285 -19%
WAM
371
World Asset Management
Michigan
$6.18M -$2.6M -24,552 -30%
WPC
372
Waters Parkerson & Co
Louisiana
$6.14M +$209K +1,969 +4%
MCM
373
McRae Capital Management
New Jersey
$6.12M +$421K +3,965 +7%
CCMD
374
Cypress Capital Management (Delaware)
Delaware
$6.06M +$6.06M +57,112 New
Cerity Partners
375
Cerity Partners
New York
$6.04M +$133K +1,255 +2%
13 14
15
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