IBM icon

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 %
CA
401
CapWealth Advisors
Tennessee
$5.44M +$434K +4,095 +9%
VFM
402
Viking Fund Management
North Dakota
$5.44M +$333K +3,138 +7%
MML Investors Services
403
MML Investors Services
Massachusetts
$5.43M +$559K +5,270 +11%
JIC
404
Johnson Investment Counsel
Ohio
$5.43M -$113K -1,064 -2%
KCM
405
Kanawha Capital Management
Virginia
$5.43M +$685K +6,463 +14%
CM
406
Capula Management
Cayman Islands
$5.42M +$1.61M +15,156 +42%
FPCG
407
Fort Pitt Capital Group
Pennsylvania
$5.34M +$5.62K +53 +0.1%
LA
408
Lynch & Associates
Indiana
$5.26M +$250K +2,353 +5%
JC
409
Jacobs & Co
California
$5.21M -$41.9K -395 -0.8%
LP
410
LMR Partners
United Kingdom
$5.18M -$824K -7,634 -14%
CCM
411
Channing Capital Management
Illinois
$5.17M +$5.17M +48,712 New
MA
412
MUFG Americas
New York
$5.12M -$122K -1,154 -2%
SPIA
413
Steward Partners Investment Advisory
New York
$5.12M -$51.4K -485 -1%
AF
414
Ally Financial
Michigan
$5.1M – – –
PWLP
415
Prio Wealth Limited Partnership
Massachusetts
$5.1M -$454K -4,279 -8%
PPCM
416
Pillar Pacific Capital Management
California
$5.04M +$692K +6,524 +16%
TC
417
TownSquare Capital
Utah
$5M +$110K +943 +2%
NRS
418
Neville Rodie & Shaw
New York
$4.99M -$225K -2,122 -4%
RJT
419
Raymond James Trust
Florida
$4.92M +$65.5K +618 +1%
CAN
420
Cetera Advisor Networks
California
$4.92M +$113K +1,069 +2%
BIM
421
Bridges Investment Management
Nebraska
$4.9M -$482K -4,549 -9%
ECG
422
Edge Capital Group
Georgia
$4.88M +$4.34M +40,939 +805%
BAMF
423
BI Asset Management Fondsmaeglerselskab
Denmark
$4.85M -$296K -2,792 -6%
TU
424
TDAM USA
Ontario, Canada
$4.83M +$142K +1,343 +3%
ERSOT
425
Employees Retirement System of Texas
Texas
$4.83M -$1.33M -12,552 -22%
15 16
17
18 19