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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.

Holders
1,967
Holders Change
-104
Holders Change %
-5.02%
% of All Funds
43.46%
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 Market Value Shares Shares
Change 		Shares
Change %
IFP
26
Independent Franchise Partners
United Kingdom
$385M 3,466,904 +3,466,904 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$368M 3,316,853 +86,146 +3%
UBS Group
28
UBS Group
Switzerland
$366M 3,298,709 -538,810 -14%
LSV Asset Management
29
LSV Asset Management
Illinois
$346M 3,116,497 +115,230 +4%
PPA
30
Parametric Portfolio Associates
Washington
$340M 3,065,889 -114,223 -4%
Deutsche Bank
31
Deutsche Bank
Germany
$323M 2,908,324 -279,343 -9%
CS
32
Credit Suisse
Switzerland
$319M 2,880,015 +493,221 +21%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$311M 2,803,340 +148,029 +6%
Barclays
34
Barclays
United Kingdom
$298M 2,682,022 -852,118 -24%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$293M 2,639,746 -148,486 -5%
AIG
36
American International Group
New York
$247M 2,224,469 -231,206 -9%
First Trust Advisors
37
First Trust Advisors
Illinois
$243M 2,189,882 -34,182 -2%
Victory Capital Management
38
Victory Capital Management
Texas
$239M 2,153,380 +1,048,514 +95%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$236M 2,129,500 -29,810 -1%
KCM
40
Kensico Capital Management
Connecticut
$218M 1,965,000 +1,965,000 New
Prudential Financial
41
Prudential Financial
New Jersey
$216M 1,949,771 +226,730 +13%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$205M 1,862,997 -557,553 -23%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$200M 1,799,062 +144,141 +9%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$195M 1,758,378 -4,693 -0.3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$194M 1,749,255 +738,396 +73%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$186M 1,673,669 -55,552 -3%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$182M 1,586,592 -1,484,697 -48%
Allianz Asset Management
48
Allianz Asset Management
Germany
$182M 1,640,287 +142,218 +9%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$180M 1,623,909 +18,261 +1%
AQR Capital Management
50
AQR Capital Management
Connecticut
$178M 1,605,677 -1,312,181 -45%
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