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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 %
GCMG
376
Gyroscope Capital Management Group
Florida
$6.03M +$5.46M +51,504 +957%
SMI
377
Shelter Mutual Insurance
Missouri
$6.03M – – –
SBH
378
Segall Bryant & Hamill
Illinois
$6.01M -$335K -3,154 -5%
CIA
379
Capital Investment Advisors
Georgia
$5.99M -$171K -1,617 -3%
Kovitz Investment Group Partners
380
Kovitz Investment Group Partners
Illinois
$5.99M -$79.9K -753 -1%
HEIP
381
Hudson Edge Investment Partners
New Jersey
$5.96M -$37.1K -350 -0.6%
BBA
382
BLB&B Advisors
Pennsylvania
$5.94M -$178K -1,681 -3%
SGK
383
Steigerwald Gordon & Koch
Virginia
$5.93M -$64.2K -605 -1%
RIA
384
RPG Investment Advisory
California
$5.93M +$190K +1,793 +3%
MYIA
385
Mount Yale Investment Advisors
Colorado
$5.89M -$30.1K -284 -0.5%
BCM
386
Beddow Capital Management
Wyoming
$5.85M -$408K -3,844 -7%
AAA
387
Adams Asset Advisors
Texas
$5.81M +$108K +1,021 +2%
CGH
388
Crossmark Global Holdings
Texas
$5.77M -$173K -1,632 -3%
MC
389
Moors & Cabot
Massachusetts
$5.74M -$307K -2,892 -5%
TCOV
390
Trust Company of Vermont
Vermont
$5.73M +$125K +1,180 +2%
SFWA
391
Summit Financial Wealth Advisors
Louisiana
$5.69M +$62.7K +571 +1%
BIA
392
Barry Investment Advisors
Massachusetts
$5.67M +$96.4K +909 +2%
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
$5.66M -$2.02M -19,016 -26%
PSP
394
Principal Street Partners
Tennessee
$5.61M +$5.61M +52,856 New
DAC
395
Dividend Assets Capital
South Carolina
$5.56M +$355K +3,345 +7%
QI
396
QS Investors
New York
$5.54M -$639K -6,026 -10%
SBWIC
397
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.49M -$31.1K -293 -0.6%
EAM
398
Erste Asset Management
Austria
$5.49M +$2.12M +19,602 +63%
CCM
399
Cohen Capital Management
California
$5.47M – – –
WJWM
400
Williams Jones Wealth Management
New York
$5.47M +$693K +6,538 +15%
14 15
16
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