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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Franklin Resources
Franklin Resources
California
$621M
3
Renaissance Technologies
Renaissance Technologies
New York
$63.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.29B
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
526
Cresset Asset Management
Illinois
$4.48M +$562K +4,007 +14%
IF
527
Insight Folios
North Carolina
$4.44M +$188K +1,344 +4%
KPWS
528
Kestra Private Wealth Services
Texas
$4.44M +$118K +840 +3%
BAM
529
Blueshift Asset Management
New Jersey
$4.43M -$526K -3,751 -11%
EWA
530
Exencial Wealth Advisors
Oklahoma
$4.42M +$20.9K +149 +0.5%
CLCM
531
Crawford Lake Capital Management
New Jersey
$4.4M +$4.4M +31,417 New
GI
532
GAMCO Investors
Connecticut
$4.4M -$42K -300 -0.9%
PGA
533
Portland Global Advisors
Maine
$4.38M +$27K +193 +0.6%
ACM
534
Argyle Capital Management
Pennsylvania
$4.38M +$44K +314 +1%
Members Trust
535
Members Trust
Florida
$4.37M +$5.75K +41 +0.1%
GIA
536
GHP Investment Advisors
Colorado
$4.36M +$707K +5,048 +19%
HSA
537
HBK Sorce Advisory
Pennsylvania
$4.33M -$3.08K -22 -0.1%
SWA
538
Stratos Wealth Advisors
Ohio
$4.33M +$91.2K +651 +2%
MCM
539
MAI Capital Management
Ohio
$4.33M +$295K +2,105 +7%
BE
540
Bonness Enterprises
District of Columbia
$4.32M – – –
CA
541
Commerzbank Aktiengesellschaft
Germany
$4.3M +$1.05M +7,488 +32%
KCPG
542
Kavar Capital Partners Group
Kansas
$4.28M +$43.2K +308 +1%
PAM
543
Private Asset Management
California
$4.25M -$316K -2,254 -7%
MA
544
Montag & Associates
Georgia
$4.24M +$101K +719 +2%
EI
545
Ethic Inc
New York
$4.19M +$1.29M +9,210 +45%
VF
546
Vest Financial
Virginia
$4.17M +$1.05M +7,459 +33%
SCM
547
Schnieders Capital Management
California
$4.16M +$765K +5,457 +23%
SIS
548
Sound Income Strategies
Florida
$4.15M +$254K +1,814 +7%
GWM
549
Geneos Wealth Management
Colorado
$4.12M -$1.11M -8,297 -21%
LI
550
Lafayette Investments
Maryland
$4.1M +$240K +1,714 +6%
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