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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
526
Mengis Capital Management
Oregon
$3.87M -$51.5K -428 -1%
WS
527
Wedbush Securities
California
$3.83M +$441K +3,668 +13%
MA
528
Montag & Associates
Georgia
$3.83M +$231K +1,920 +6%
TPCW
529
TD Private Client Wealth
New York
$3.82M -$36.3K -302 -0.9%
CA
530
Cetera Advisors
Colorado
$3.82M -$328K -2,728 -8%
Members Trust
531
Members Trust
Florida
$3.81M -$8.3K -69 -0.2%
VST
532
Van Strum & Towne
California
$3.8M -$43.4K -361 -1%
WT
533
Washington Trust
Rhode Island
$3.79M -$121K -1,002 -3%
V
534
Veritable
Delaware
$3.79M -$644K -5,349 -15%
GCM
535
Graham Capital Management
Connecticut
$3.78M -$4.61M -38,305 -55%
BAS
536
Brown Advisory Securities
Maryland
$3.74M +$96K +798 +3%
LIA
537
LS Investment Advisors
Michigan
$3.74M -$193K -1,607 -5%
IAA
538
Independent Advisor Alliance
North Carolina
$3.73M +$487K +4,048 +15%
SWA
539
Stratos Wealth Advisors
Ohio
$3.73M +$492K +4,092 +15%
PGA
540
Portland Global Advisors
Maine
$3.71M +$146K +1,213 +4%
FB
541
Fulton Bank
Pennsylvania
$3.71M +$5.17K +43 +0.1%
BE
542
Bonness Enterprises
District of Columbia
$3.71M – – –
IA
543
IndexIQ Advisors
New York
$3.69M +$705K +5,862 +24%
ACM
544
Argyle Capital Management
Pennsylvania
$3.69M +$35.9K +298 +1%
RFM
545
Royal Fund Management
Florida
$3.68M -$582K -4,836 -14%
BS
546
Boenning & Scattergood
Pennsylvania
$3.67M +$142K +1,178 +4%
MCM
547
MAI Capital Management
Ohio
$3.66M +$718K +5,967 +24%
PT
548
Plimoth Trust
Massachusetts
$3.65M -$111K -925 -3%
CTC
549
Central Trust Company
Missouri
$3.63M -$46.7K -388 -1%
EWA
550
Exencial Wealth Advisors
Oklahoma
$3.63M -$4.37M -36,340 -55%
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