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IBM
IBM

Overview Fund Activity

1,987 hedge funds and large institutions have $62.1B invested in IBM in 2020 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 825 increasing their positions, 769 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+20
Holders Change %
+1.02%
% of All Funds
40.84%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.9%
New
154
Increased
825
Reduced
769
Closed
114
Calls
$1.42B
Puts
$1.65B
Net Calls
-$228M
Net Calls Change
+$14.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$566M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$1.05B
3
Federated Hermes
Federated Hermes
Pennsylvania
$246M
4
Franklin Resources
Franklin Resources
California
$256M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$198M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$41.9M
2
Victory Capital Management
Victory Capital Management
Texas
$93.2M
3
BlackRock
BlackRock
New York
$7.37B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.06B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
451
Columbia Asset Management
Michigan
$4.66M +$433K +3,753 +10%
CB
452
Cadence Bank
Mississippi
$4.65M +$107K +928 +2%
TCM
453
Tufton Capital Management
Maryland
$4.63M -$44.7K -387 -1%
1SB
454
1ST Source Bank
Indiana
$4.62M +$5.08K +44 +0.1%
LSERS
455
Louisiana State Employees Retirement System
Louisiana
$4.61M +$60.4K +523 +1%
TU
456
TDAM USA
Ontario, Canada
$4.61M -$604K -5,275 -12%
LW
457
Linscomb Wealth
Texas
$4.59M +$914K +7,916 +25%
PSP
458
Principal Street Partners
Tennessee
$4.56M -$1.54M -13,358 -25%
CK
459
Cohen Klingenstein
New York
$4.56M – – –
WTC
460
WhitTier Trust Company
Nevada
$4.53M -$676K -5,857 -13%
MAA
461
Matrix Asset Advisors
New York
$4.53M +$790K +6,838 +21%
AF
462
Alerus Financial
North Dakota
$4.5M +$37.3K +323 +0.8%
NB
463
Northwest Bancshares
Pennsylvania
$4.48M +$1.2M +10,404 +37%
RIL
464
Rothschild Investment LLC
Illinois
$4.45M +$227K +1,967 +5%
FWCM
465
Ferguson Wellman Capital Management
Oregon
$4.45M +$391K +3,386 +10%
TCOV
466
Trust Company of Vermont
Vermont
$4.4M -$1.84M -15,897 -29%
LIA
467
LS Investment Advisors
Michigan
$4.4M +$1.93M +16,751 +78%
VIA
468
Vident Investment Advisory
Georgia
$4.38M +$1.05M +9,077 +31%
AI
469
Atria Investments
North Carolina
$4.38M +$4.38M +37,927 New
NA
470
NewEdge Advisors
Louisiana
$4.36M +$1.39M +12,076 +47%
SG Americas Securities
471
SG Americas Securities
New York
$4.35M -$20K -173 -0.5%
BCM
472
Birmingham Capital Management
Alabama
$4.34M +$401K +3,472 +10%
FMW
473
Farr Miller & Washington
District of Columbia
$4.31M +$346 +3 +0%
CNC
474
Canandaigua National Corp
New York
$4.27M +$4.27M +37,010 New
V
475
Veritable
Delaware
$4.25M -$460K -3,982 -10%
17 18
19
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