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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 %
FMBTD
551
First Midwest Bank Trust Division
Illinois
$3.09M -$109K -1,031 -3%
PCM
552
Palouse Capital Management
Washington
$3.09M -$130K -1,222 -4%
TAM
553
Tradition Asset Management
Virginia
$3.08M -$64.3K -606 -2%
GWM
554
Geneos Wealth Management
Colorado
$3.07M -$5.69K -55 -0.2%
VIA
555
Vident Investment Advisory
Georgia
$3.06M +$88K +830 +3%
WANY
556
Wealthspire Advisors (New York)
New York
$3.06M +$2.6M +24,560 +578%
CPO
557
Cerity Partners OCIO
New York
$3.04M -$112K -1,055 -4%
DY
558
Dowling & Yahnke
California
$3.04M -$243K -2,294 -7%
EARNEST Partners
559
EARNEST Partners
Georgia
$3.03M -$237K -2,230 -7%
BDS
560
Banco de Sabadell
Florida
$3.02M -$1.77M -16,551 -37%
AAM
561
Augustine Asset Management
Florida
$3.02M +$1.74M +16,429 +136%
NB
562
Northwest Bancshares
Pennsylvania
$3.01M +$28.1K +265 +0.9%
PL
563
Parthenon LLC
Kentucky
$2.99M -$55.5K -523 -2%
WIS
564
Wright Investors Service
Connecticut
$2.99M +$802K +7,564 +37%
KRSITF
565
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.98M +$651K +6,139 +28%
FB
566
Fulton Bank
Pennsylvania
$2.95M +$248K +2,340 +9%
BFA
567
Bragg Financial Advisors
North Carolina
$2.95M +$277K +2,615 +10%
PGA
568
Portland Global Advisors
Maine
$2.93M -$82.6K -779 -3%
Lido Advisors
569
Lido Advisors
California
$2.91M +$2.21M +20,816 +314%
BAS
570
Brown Advisory Securities
Maryland
$2.91M +$554K +5,055 +24%
IF
571
Insight Folios
North Carolina
$2.9M +$264K +2,489 +10%
NB
572
NBT Bank
New York
$2.89M -$118K -1,111 -4%
GC
573
Grimes & Company
Massachusetts
$2.89M -$43.4K -409 -1%
APSI
574
Asset Planning Services Inc
Louisiana
$2.88M -$19.1K -180 -0.7%
MCM
575
Mattern Capital Management
Colorado
$2.88M +$282K +2,659 +11%
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