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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 %
CK
451
Cohen Klingenstein
New York
$4.19M – – –
LSERS
452
Louisiana State Employees Retirement System
Louisiana
$4.18M -$488K -4,603 -10%
CB
453
Cadence Bank
Mississippi
$4.18M +$253K +2,384 +6%
CA
454
Cetera Advisors
Colorado
$4.16M +$571K +5,388 +16%
ATC
455
Argent Trust Co
Tennessee
$4.16M +$108K +1,018 +3%
FMI
456
Factory Mutual Insurance
Massachusetts
$4.15M -$2.22M -20,920 -35%
BB
457
Bell Bank
North Dakota
$4.15M +$414K +3,903 +11%
IIC
458
Ironwood Investment Counsel
Arizona
$4.11M +$320K +3,019 +8%
AF
459
Alerus Financial
North Dakota
$4.1M -$54K -509 -1%
SIP
460
Stoneridge Investment Partners
Pennsylvania
$4.09M +$481K +4,532 +13%
EAM
461
Eagle Asset Management
Florida
$4.08M +$300K +2,830 +8%
PSUF
462
People's United Financial
Connecticut
$4.05M -$1.21M -11,430 -23%
SG Americas Securities
463
SG Americas Securities
New York
$4.01M +$251K +2,366 +7%
WWM
464
Willingdon Wealth Management
North Carolina
$3.98M -$163K -1,538 -4%
CNBT
465
Canandaigua National Bank & Trust
New York
$3.96M -$196K -1,850 -5%
FMW
466
Farr Miller & Washington
District of Columbia
$3.96M +$1.63M +15,340 +70%
ASN
467
Advisory Services Network
Georgia
$3.89M +$367K +3,458 +10%
CAM
468
Columbia Asset Management
Michigan
$3.88M +$995K +9,384 +34%
RIL
469
Rothschild Investment LLC
Illinois
$3.88M +$931K +8,774 +32%
MSAM
470
Moloney Securities Asset Management
Missouri
$3.87M +$688K +6,490 +22%
CIP
471
Convergence Investment Partners
Florida
$3.86M +$72.7K +685 +2%
UB
472
UMB Bank
Missouri
$3.85M -$461K -4,343 -11%
WT
473
Washington Trust
Rhode Island
$3.84M +$301K +2,836 +8%
Credit Agricole
474
Credit Agricole
France
$3.8M +$3.39M +31,939 +830%
FSA
475
Financial Sense Advisors
California
$3.79M +$774K +7,297 +26%
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