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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 %
Wealthfront Advisers
501
Wealthfront Advisers
California
$3.81M +$259K +2,228 +7%
GCM
502
Garland Capital Management
Washington
$3.8M – – –
AIA
503
Affinity Investment Advisors
California
$3.8M +$513K +4,411 +16%
LIA
504
LS Investment Advisors
Michigan
$3.8M -$634K -5,449 -14%
MCM
505
Mengis Capital Management
Oregon
$3.79M -$2.91K -25 -0.1%
WT
506
Washington Trust
Rhode Island
$3.78M -$52.9K -455 -1%
HC
507
HNP Capital
New York
$3.76M +$211K +1,937 +6%
UB
508
UMB Bank
Missouri
$3.76M – – –
SC
509
Stolper & Co
Oklahoma
$3.76M -$171K -1,467 -4%
TPCW
510
TD Private Client Wealth
New York
$3.73M -$160K -1,377 -4%
PCM
511
Parsons Capital Management
Rhode Island
$3.72M -$27.1K -233 -0.7%
VST
512
Van Strum & Towne
California
$3.71M +$89.4K +769 +2%
RG
513
Rathbones Group
United Kingdom
$3.7M -$419K -3,600 -10%
Members Trust
514
Members Trust
Florida
$3.69M -$225K -1,933 -6%
MCM
515
Mattern Capital Management
Colorado
$3.68M +$165K +1,421 +5%
Twin Tree Management
516
Twin Tree Management
Texas
$3.67M +$871K +7,483 +31%
AI
517
Atria Investments
North Carolina
$3.67M -$741K -6,373 -17%
WSFS
518
Wilmington Savings Fund Society
Delaware
$3.67M -$136K -1,169 -4%
IRF
519
IBM Retirement Fund
New York
$3.67M +$988K +8,493 +37%
VRM
520
Vectors Research Management
New York
$3.66M -$125K -1,070 -3%
AAIM
521
American Assets Investment Management
California
$3.65M +$3.65M +31,380 New
PT
522
Plimoth Trust
Massachusetts
$3.64M -$7.79K -67 -0.2%
AssetMark Inc
523
AssetMark Inc
California
$3.62M -$10.9K -94 -0.3%
BE
524
Bonness Enterprises
District of Columbia
$3.58M – – –
FB
525
Fulton Bank
Pennsylvania
$3.58M +$148K +1,272 +4%
19 20
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