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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 %
AIA
501
Allied Investment Advisors
Montana
$3.58M +$377K +3,557 +12%
PT
502
Plimoth Trust
Massachusetts
$3.57M -$181K -1,705 -5%
PNC
503
Park National Corp
Ohio
$3.55M -$490K -4,623 -12%
KFP
504
Keystone Financial Planning
Ohio
$3.55M +$15.8K +149 +0.4%
WSFS
505
Wilmington Savings Fund Society
Delaware
$3.51M +$309K +2,910 +10%
GCM
506
Garland Capital Management
Washington
$3.51M +$83.2K +785 +2%
WTFG
507
Wells Trecaso Financial Group
Ohio
$3.51M +$147K +1,382 +4%
SWM
508
SeaCrest Wealth Management
New York
$3.48M +$248K +2,342 +8%
BRWM
509
B. Riley Wealth Management
Tennessee
$3.47M +$1.79M +16,895 +107%
WS
510
Wedbush Securities
California
$3.46M +$385K +3,633 +13%
MCM
511
Mengis Capital Management
Oregon
$3.46M +$4.14K +39 +0.1%
MFG
512
Monte Financial Group
Connecticut
$3.45M +$13.7K +129 +0.4%
VRM
513
Vectors Research Management
New York
$3.45M +$60.1K +567 +2%
MAA
514
Matrix Asset Advisors
New York
$3.43M -$105K -989 -3%
RMSCM
515
R.M. Sincerbeaux Capital Management
New York
$3.43M – – –
MPM
516
Meritage Portfolio Management
Kansas
$3.42M -$36.2K -341 -1%
PCM
517
Parsons Capital Management
Rhode Island
$3.41M -$126K -1,184 -4%
CBTWT
518
Community Bank & Trust (Waco, Texas)
Texas
$3.38M -$36.3K -342 -1%
ABC
519
Associated Banc-Corp
Wisconsin
$3.38M +$267K +2,515 +9%
LW
520
Linscomb Wealth
Texas
$3.38M +$395K +3,729 +13%
HAG
521
HighPoint Advisor Group
Illinois
$3.38M +$345K +2,897 +11%
SCM
522
Stonebridge Capital Management
California
$3.35M -$160K -1,507 -5%
MCM
523
McMillion Capital Management
North Carolina
$3.33M -$28.4K -268 -0.8%
UH
524
Unigestion Holding
Switzerland
$3.33M +$3.33M +31,365 New
VST
525
Van Strum & Towne
California
$3.32M -$16.4K -155 -0.5%
19 20
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