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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 %
PG
476
Pendal Group
Australia
$4.25M +$3.24M +28,074 +320%
Wealth Enhancement Advisory Services
477
Wealth Enhancement Advisory Services
Minnesota
$4.23M -$2.41M -19,613 -36%
AIA
478
Allied Investment Advisors
Montana
$4.23M +$327K +2,829 +8%
ONB
479
Old National Bancorp
Indiana
$4.18M +$219K +1,898 +6%
WTFG
480
Wells Trecaso Financial Group
Ohio
$4.14M +$327K +2,830 +9%
BRWA
481
B. Riley Wealth Advisors
Florida
$4.14M +$597K +5,172 +17%
LS
482
Livforsakringsbolaget Skandia
Sweden
$4.12M – – –
RG
483
Rathbones Group
United Kingdom
$4.09M -$18.1K -157 -0.4%
CP
484
Corbenic Partners
Pennsylvania
$4.09M +$4.03M +34,890 +6,595%
EOJOAM
485
E. Ohman J:or Asset Management
Sweden
$4.08M +$181K +1,569 +5%
MFG
486
Monte Financial Group
Connecticut
$4.08M +$323K +2,800 +9%
MDCM
487
Morgan Dempsey Capital Management
Wisconsin
$4.08M +$4.08M +35,296 New
CCMINC
488
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.07M +$47.3K +410 +1%
AUB
489
Atlantic Union Bankshares
Virginia
$4.03M -$75.1K -650 -2%
RMC
490
Resources Management Corp
Connecticut
$4.02M +$112K +969 +3%
FSA
491
Financial Sense Advisors
California
$4.02M -$104K -901 -3%
DY
492
Dowling & Yahnke
California
$4.02M +$717K +6,209 +22%
DWM
493
Dorchester Wealth Management
Quebec, Canada
$4.02M -$37.3K -323 -0.9%
DCM
494
Dupont Capital Management
Delaware
$4.02M -$13.7K -119 -0.3%
BAM
495
Blueshift Asset Management
New Jersey
$4.01M +$4.01M +34,719 New
SCM
496
Shelton Capital Management
Colorado
$4M +$536K +4,640 +15%
PCMK
497
Paragon Capital Management (Kansas)
Kansas
$3.98M +$6.47K +56 +0.2%
SIP
498
Stoneridge Investment Partners
Pennsylvania
$3.96M -$495K -4,289 -11%
MSAM
499
Moloney Securities Asset Management
Missouri
$3.95M -$262K -2,265 -6%
RFM
500
Royal Fund Management
Florida
$3.95M +$556K +4,817 +16%
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