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IBM
IBM

Overview Fund Activity

2,207 hedge funds and large institutions have $73.8B invested in IBM in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 936 increasing their positions, 799 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+63
Holders Change %
+2.94%
% of All Funds
38.53%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.61%
New
173
Increased
936
Reduced
799
Closed
84
Calls
$2.28B
Puts
$2.34B
Net Calls
-$61.6M
Net Calls Change
+$475M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$676M
2
MWNA
2
Marshall Wace North America
New York
$150M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$163M
5
DnB Asset Management
5
DnB Asset Management
Norway
$122M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Franklin Resources
2
Franklin Resources
California
$621M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$63.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.29B
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
501
Dupont Capital Management
Delaware
$4.83M +$1.08M +7,699 +29%
FIM
502
Freedom Investment Management
Connecticut
$4.8M +$296K +2,109 +7%
Fayez Sarofim & Co
503
Fayez Sarofim & Co
Texas
$4.76M +$1.91M +13,604 +67%
TFA
504
Toth Financial Advisory
Virginia
$4.75M +$1.98M +14,160 +72%
AAS
505
Avantax Advisory Services
Texas
$4.75M +$928K +6,622 +24%
FB
506
Fulton Bank
Pennsylvania
$4.71M -$107K -766 -2%
APP
507
Avantax Planning Partners
Iowa
$4.69M +$1.63M +11,657 +53%
HWM
508
Holloway Wealth Management
Florida
$4.68M -$4.13M – –
Jane Street
509
Jane Street
New York
$4.67M -$10.7M -76,487 -70%
SPC
510
Sigma Planning Corp
Michigan
$4.66M +$728K +5,195 +19%
BHWA
511
Beacon Harbor Wealth Advisors
Virginia
$4.66M +$349K +2,491 +8%
BB
512
Bell Bank
North Dakota
$4.64M +$294K +2,096 +7%
GCM
513
Garland Capital Management
Washington
$4.64M – – –
JIC
514
Johnson Investment Counsel
Ohio
$4.63M -$1.12M -7,977 -19%
SIG
515
Sargent Investment Group
Maryland
$4.63M +$3.21M +22,887 +226%
BCI
516
Brinker Capital Investments
Pennsylvania
$4.62M +$689K +4,919 +18%
WTC
517
WhitTier Trust Company
Nevada
$4.61M -$38.7K -276 -0.8%
BCM
518
Bluefin Capital Management
New York
$4.61M +$3.55M +25,333 +336%
CBTWT
519
Community Bank & Trust (Waco, Texas)
Texas
$4.59M +$165K +1,176 +4%
NAMM
520
NorthStar Asset Management (Massachusetts)
Massachusetts
$4.57M -$108K -773 -2%
BAS
521
Brown Advisory Securities
Maryland
$4.54M +$349K +2,491 +8%
VST
522
Van Strum & Towne
California
$4.53M +$18.2K +130 +0.4%
RMC
523
Resources Management Corp
Connecticut
$4.53M -$198K -1,414 -4%
PSUF
524
People's United Financial
Connecticut
$4.53M +$586K +4,181 +15%
MCM
525
Mengis Capital Management
Oregon
$4.49M -$17.1K -122 -0.4%
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