IBM icon

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 %
Mercer Global Advisors
351
Mercer Global Advisors
Colorado
$7.28M -$1.85M -15,997 -20%
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$7.19M +$459K +3,975 +7%
UR
353
USCA RIA
Texas
$7.15M +$257K +2,227 +4%
DILIC
354
Dai-ichi Life Insurance Company
Japan
$7.15M -$199K -1,720 -3%
KFP
355
Keystone Financial Planning
Ohio
$7.12M +$3.26M +28,230 +84%
SCA
356
Stonebridge Capital Advisors
Minnesota
$7.07M -$2.66K -23 -0%
BHWM
357
Bar Harbor Wealth Management
New Hampshire
$7.07M -$1.05M -9,117 -13%
CCP
358
Clifford Capital Partners
Utah
$7.03M +$20.1K +174 +0.3%
Dodge & Cox
359
Dodge & Cox
California
$6.95M -$135K -1,173 -2%
ANTB
360
AMG National Trust Bank
Colorado
$6.94M +$5.12M +44,311 +280%
GIA
361
Guyasuta Investment Advisors
Pennsylvania
$6.89M -$17.4K -151 -0.3%
SAM
362
Sompo Asset Management
Japan
$6.83M -$1.48M -12,856 -18%
OAM
363
Oppenheimer Asset Management
New York
$6.82M -$931K -8,060 -12%
RIM
364
Redpoint Investment Management
Australia
$6.8M -$898K -7,781 -12%
SIA
365
SeaBridge Investment Advisors
New Jersey
$6.78M -$164K -1,419 -2%
MCM
366
McRae Capital Management
New Jersey
$6.76M +$96.4K +835 +1%
O
367
Ossiam
France
$6.7M +$5.37M +46,517 +404%
SPIA
368
Steward Partners Investment Advisory
New York
$6.64M +$1.07M +9,292 +19%
MC
369
Moors & Cabot
Massachusetts
$6.63M +$392K +3,408 +6%
CIA
370
Capital Investment Advisors
Georgia
$6.62M +$101K +874 +2%
SGK
371
Steigerwald Gordon & Koch
Virginia
$6.58M +$122K +1,058 +2%
SWM
372
Selective Wealth Management
Virginia
$6.55M +$6.43M +55,727 +5,358%
Kovitz Investment Group Partners
373
Kovitz Investment Group Partners
Illinois
$6.47M -$41.9K -363 -0.6%
RIA
374
RPG Investment Advisory
California
$6.47M +$9.24K +80 +0.1%
Macquarie Group
375
Macquarie Group
Australia
$6.39M -$4.63M -40,073 -42%
13 14
15
16 17