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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 %
Dodge & Cox
376
Dodge & Cox
California
$6.66M -$347K -2,980 -5%
SAM
377
Sompo Asset Management
Japan
$6.66M -$228K -1,956 -3%
BFS
378
Bradley Foster & Sargent
Connecticut
$6.64M +$6.64M +57,107 New
JC
379
Jacobs & Co
California
$6.56M +$878K +7,551 +15%
RIA
380
RPG Investment Advisory
California
$6.55M +$34.9K +300 +0.5%
OAM
381
Oppenheimer Asset Management
New York
$6.42M -$450K -3,869 -7%
AAA
382
Adams Asset Advisors
Texas
$6.41M – – –
Kovitz Investment Group Partners
383
Kovitz Investment Group Partners
Illinois
$6.4M -$120K -1,035 -2%
BRWA
384
B. Riley Wealth Advisors
Florida
$6.4M +$2.23M +19,204 +54%
LCAM
385
London & Capital Asset Management
United Kingdom
$6.37M +$6.09M +52,366 +2,190%
KRS
386
Kentucky Retirement Systems
Kentucky
$6.32M +$308K +2,648 +5%
SBWIC
387
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.3M -$20K -172 -0.3%
AAS
388
Avantax Advisory Services
Texas
$6.23M +$3.47M +29,837 +126%
SW
389
SteelPeak Wealth
California
$6.21M -$86.3K -742 -1%
MC
390
Moors & Cabot
Massachusetts
$6.19M -$507K -4,361 -8%
AB
391
Amalgamated Bank
New York
$6.15M -$124K -1,063 -2%
CCM
392
Channing Capital Management
Illinois
$6.11M +$27.7K +238 +0.5%
BC
393
Burney Company
Virginia
$6.07M -$2.94M -25,267 -33%
KCM
394
Kanawha Capital Management
Virginia
$6.06M +$84.1K +723 +1%
CGH
395
Crossmark Global Holdings
Texas
$6.01M -$160K -1,379 -3%
NC
396
Nicholas Company
Wisconsin
$6M +$809K +6,951 +16%
CAN
397
Cetera Advisor Networks
California
$6M -$35.4K -304 -0.6%
CCM
398
Cohen Capital Management
California
$5.99M – – –
LA
399
Lynch & Associates
Indiana
$5.98M +$23.4K +201 +0.4%
SF
400
Synovus Financial
Georgia
$5.96M +$18.4K +158 +0.3%
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