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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
Mattern Capital Management
Colorado
$4.26M +$444K +3,691 +12%
PSP
502
Principal Street Partners
Tennessee
$4.25M -$342K -2,846 -7%
ONB
503
Old National Bancorp
Indiana
$4.25M +$114K +946 +3%
SWM
504
SeaCrest Wealth Management
New York
$4.21M +$138K +1,143 +3%
FWCM
505
Ferguson Wellman Capital Management
Oregon
$4.2M -$535K -4,446 -11%
WTC
506
WhitTier Trust Company
Nevada
$4.2M -$341K -2,833 -8%
IRF
507
IBM Retirement Fund
New York
$4.15M +$360K +2,994 +9%
LCM
508
Laurion Capital Management
New York
$4.14M +$3.84M +31,938 +1,277%
GI
509
GAMCO Investors
Connecticut
$4.14M -$153K -1,269 -4%
MFG
510
Monte Financial Group
Connecticut
$4.14M -$18.1K -150 -0.4%
AWA
511
Aaron Wealth Advisors
Illinois
$4.11M +$4.11M +34,180 New
Wealthfront Advisers
512
Wealthfront Advisers
California
$4.11M +$162K +1,347 +4%
SCM
513
Stonebridge Capital Management
California
$4.1M +$110K +910 +3%
BFG
514
Berger Financial Group
Minnesota
$4.1M +$4.1M +34,027 New
FI
515
FormulaFolio Investments
Michigan
$4.08M +$3.66M +30,448 +887%
AOWM
516
Alpha Omega Wealth Management
Virginia
$4.07M -$11.8K -98 -0.3%
OPCM
517
Osborne Partners Capital Management
California
$4.04M +$3.02M +25,104 +297%
GCM
518
Garland Capital Management
Washington
$3.95M +$18.9K +157 +0.5%
FSA
519
Financial Sense Advisors
California
$3.95M -$356K -2,962 -8%
PCM
520
Parsons Capital Management
Rhode Island
$3.93M +$75.2K +625 +2%
CI
521
Cigna Investments
Connecticut
$3.92M +$313K +2,601 +9%
UB
522
UMB Bank
Missouri
$3.91M -$6.26K -52 -0.2%
RF
523
Robbins Farley
New Hampshire
$3.9M +$3.9M +32,442 New
NB
524
NBT Bank
New York
$3.88M -$119K -990 -3%
AI
525
Atria Investments
North Carolina
$3.87M +$74.7K +621 +2%
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