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IBM
IBM

Overview Fund Activity

1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
2
Franklin Resources
Franklin Resources
California
+$180M
3
Morgan Stanley
Morgan Stanley
New York
+$80.1M
4
N
Natixis
France
+$75.1M
5
IFP
Independent Franchise Partners
United Kingdom
+$75M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$545M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
KCM
Kensico Capital Management
Connecticut
-$138M
4
State Street
State Street
Massachusetts
-$113M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
351
Keystone Financial Planning
Ohio
$7.55M +$374K +3,214 +5%
Mariner
352
Mariner
Kansas
$7.52M -$495K -4,251 -6%
BCV
353
Banque Cantonale Vaudoise
Switzerland
$7.48M +$1.76M +15,145 +31%
1832 Asset Management
354
1832 Asset Management
Ontario, Canada
$7.46M +$7.37M +63,283 +7,891%
UR
355
USCA RIA
Texas
$7.37M +$161K +1,381 +2%
Macquarie Group
356
Macquarie Group
Australia
$7.36M +$922K +7,930 +14%
TBA
357
Tower Bridge Advisors
Pennsylvania
$7.35M -$81.8K -703 -1%
WT
358
Whittier Trust
California
$7.34M -$369K -3,168 -5%
MDCM
359
Morgan Dempsey Capital Management
Wisconsin
$7.32M +$3.21M +27,592 +78%
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$7.25M -$86.3K -742 -1%
DILIC
361
Dai-ichi Life Insurance Company
Japan
$7.19M -$13.6K -117 -0.2%
CCP
362
Clifford Capital Partners
Utah
$7.18M +$89.1K +766 +1%
MCM
363
McRae Capital Management
New Jersey
$7.05M +$240K +2,067 +4%
BHWM
364
Bar Harbor Wealth Management
New Hampshire
$7.04M -$77.9K -670 -1%
GIA
365
Guyasuta Investment Advisors
Pennsylvania
$7.01M +$63.3K +544 +0.9%
Simplex Trading
366
Simplex Trading
Illinois
$6.97M +$6.96M +59,843 +92,066%
SWM
367
Selective Wealth Management
Virginia
$6.96M +$359K +3,088 +5%
NMERB
368
New Mexico Educational Retirement Board
New Mexico
$6.93M -$316K -2,719 -4%
SIA
369
SeaBridge Investment Advisors
New Jersey
$6.9M +$73.5K +632 +1%
ANTB
370
AMG National Trust Bank
Colorado
$6.89M -$102K -880 -1%
CIA
371
Capital Investment Advisors
Georgia
$6.88M +$213K +1,829 +3%
SGK
372
Steigerwald Gordon & Koch
Virginia
$6.83M +$199K +1,714 +3%
SIM
373
Sentry Investment Management
Wisconsin
$6.77M +$531K +4,561 +9%
SS
374
Simplicity Solutions
Minnesota
$6.75M +$641K +5,511 +11%
SPIA
375
Steward Partners Investment Advisory
New York
$6.74M +$41.5K +357 +0.6%
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