IBM icon

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 %
SCM
451
Shelton Capital Management
Colorado
$4.76M +$730K +6,276 +18%
RIL
452
Rothschild Investment LLC
Illinois
$4.76M +$273K +2,347 +6%
CMTU
453
Capital Markets Trading (UK)
United Kingdom
$4.75M +$2.54M +21,158 +115%
CB
454
Cadence Bank
Mississippi
$4.69M +$5K +43 +0.1%
1SB
455
1ST Source Bank
Indiana
$4.64M -$16.6K -143 -0.4%
CK
456
Cohen Klingenstein
New York
$4.59M – – –
AF
457
Alerus Financial
North Dakota
$4.59M +$52.5K +451 +1%
FWCM
458
Ferguson Wellman Capital Management
Oregon
$4.58M +$95.5K +821 +2%
TU
459
TDAM USA
Ontario, Canada
$4.57M -$118K -1,011 -3%
IIC
460
Ironwood Investment Counsel
Arizona
$4.55M -$179K -1,538 -4%
HEIP
461
Hudson Edge Investment Partners
New Jersey
$4.52M -$1.72M -14,804 -28%
TCM
462
Tufton Capital Management
Maryland
$4.48M -$179K -1,538 -4%
SSG
463
Summit Securities Group
New York
$4.48M -$231K -1,987 -5%
VIA
464
Vident Investment Advisory
Georgia
$4.47M +$61.4K +528 +1%
PSP
465
Principal Street Partners
Tennessee
$4.44M -$152K -1,309 -3%
EOJOAM
466
E. Ohman J:or Asset Management
Sweden
$4.43M +$316K +2,719 +8%
FMW
467
Farr Miller & Washington
District of Columbia
$4.4M +$58.4K +502 +1%
BCM
468
Birmingham Capital Management
Alabama
$4.39M +$20.7K +178 +0.5%
WTC
469
WhitTier Trust Company
Nevada
$4.39M -$174K -1,492 -4%
WTFG
470
Wells Trecaso Financial Group
Ohio
$4.35M +$179K +1,542 +4%
AIA
471
Allied Investment Advisors
Montana
$4.29M +$26.9K +231 +0.6%
V
472
Veritable
Delaware
$4.28M -$2.33K -20 -0.1%
EAM
473
Eagle Asset Management
Florida
$4.28M +$755K +6,534 +21%
B
474
Barings
North Carolina
$4.25M -$5.09M -43,720 -54%
DY
475
Dowling & Yahnke
California
$4.23M +$176K +1,517 +4%
17 18
19
20 21