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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
JPMorgan Chase & Co
New York
$753M
2
Charles Schwab
Charles Schwab
California
$1.24B
3
IFP
Independent Franchise Partners
United Kingdom
$385M
4
Capital World Investors
Capital World Investors
California
$495M
5
Vanguard Group
Vanguard Group
Pennsylvania
$8.42B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Goldman Sachs
Goldman Sachs
New York
$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
526
Accurate Investment Solutions
Pennsylvania
$3.32M +$225K +2,118 +7%
AAS
527
Avantax Advisory Services
Texas
$3.31M +$186K +1,753 +6%
CAM
528
Carret Asset Management
New York
$3.3M -$252K -2,374 -7%
BE
529
Bonness Enterprises
District of Columbia
$3.27M – – –
LI
530
Lafayette Investments
Maryland
$3.27M -$92.5K -872 -3%
HW
531
Hancock Whitney
Mississippi
$3.26M +$41.2K +388 +1%
HC
532
HNP Capital
New York
$3.26M -$333K -2,982 -9%
CC
533
Courier Capital
New York
$3.26M -$88.1K -789 -3%
BRWA
534
B. Riley Wealth Advisors
Florida
$3.25M +$1.6M +15,094 +97%
PDN
535
Pensionfund DSM Netherlands
Netherlands
$3.25M – – –
AIA
536
Affinity Investment Advisors
California
$3.24M +$3.24M +30,561 New
LFAS
537
Level Four Advisory Services
Texas
$3.21M +$9.86K +93 +0.3%
MA
538
Montag & Associates
Georgia
$3.2M +$292K +2,757 +10%
MSE
539
MUFG Securities EMEA
United Kingdom
$3.19M -$1.93M -18,206 -38%
CLOS
540
Compagnie Lombard Odier SCmA
Switzerland
$3.19M +$770K +7,256 +32%
SCM
541
Shelton Capital Management
Colorado
$3.18M +$213K +2,008 +7%
CTC
542
Central Trust Company
Missouri
$3.12M -$452K -4,261 -13%
CHC
543
City Holding Co
West Virginia
$3.12M -$83.8K -790 -3%
GH
544
GAM Holding
Switzerland
$3.12M +$382K +3,604 +14%
RFM
545
Royal Fund Management
Florida
$3.11M -$1.89M -17,865 -38%
KA
546
Kintegral Advisory
New York
$3.11M +$348K +3,281 +13%
CMO
547
Covenant Multifamily Offices
Texas
$3.11M -$1.19M -11,258 -28%
ACM
548
Argyle Capital Management
Pennsylvania
$3.11M +$74.9K +706 +2%
HI
549
Horizon Investments
North Carolina
$3.1M +$1.63M +15,608 +111%
NEAM
550
New England Asset Management
Connecticut
$3.1M +$211K +1,988 +7%
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