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IBM
IBM

Overview Fund Activity

1,987 hedge funds and large institutions have $62.1B invested in IBM in 2020 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 825 increasing their positions, 769 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+20
Holders Change %
+1.02%
% of All Funds
40.84%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.9%
New
154
Increased
825
Reduced
769
Closed
114
Calls
$1.42B
Puts
$1.65B
Net Calls
-$228M
Net Calls Change
+$14.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$566M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$1.05B
3
Federated Hermes
Federated Hermes
Pennsylvania
$246M
4
Franklin Resources
Franklin Resources
California
$256M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$198M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$41.9M
2
Victory Capital Management
Victory Capital Management
Texas
$93.2M
3
BlackRock
BlackRock
New York
$7.37B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.06B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
551
GAMCO Investors
Connecticut
$3.33M -$1.23M -10,690 -27%
BCM
552
Brookstone Capital Management
Illinois
$3.3M +$1.9M +16,447 +135%
EARNEST Partners
553
EARNEST Partners
Georgia
$3.3M -$6.24K -54 -0.2%
MAM
554
Meeder Asset Management
Ohio
$3.28M -$696K -6,029 -18%
AFG
555
Albion Financial Group
Utah
$3.28M +$493K +4,267 +18%
BS
556
Boenning & Scattergood
Pennsylvania
$3.27M +$517K +4,478 +19%
AIA
557
Affinity Investment Advisors
California
$3.26M -$266K -2,301 -8%
PCM
558
Palouse Capital Management
Washington
$3.26M -$103K -892 -3%
CTC
559
Central Trust Company
Missouri
$3.26M -$136K -1,175 -4%
PL
560
Parthenon LLC
Kentucky
$3.26M – – –
CIP
561
Convergence Investment Partners
Florida
$3.24M -$957K -8,287 -23%
AAM
562
Augustine Asset Management
Florida
$3.23M -$56.2K -487 -2%
CC
563
Courier Capital
New York
$3.19M -$150K -1,311 -4%
Man Group
564
Man Group
United Kingdom
$3.19M +$593K +5,138 +23%
MIA
565
MainStreet Investment Advisors
Illinois
$3.19M +$2.19M +18,956 +219%
MNBTD
566
Moody National Bank Trust Division
Texas
$3.18M +$464K +4,017 +17%
PNC
567
Park National Corp
Ohio
$3.15M -$711K -6,160 -18%
HAG
568
HighPoint Advisor Group
Illinois
$3.15M -$58.9K -520 -2%
FM
569
Family Management
New York
$3.13M – – –
SWA
570
Stratos Wealth Advisors
Ohio
$3.12M +$3.12M +27,002 New
EWM
571
Evercore Wealth Management
New York
$3.11M +$34.6K +300 +1%
NEAM
572
New England Asset Management
Connecticut
$3.11M -$266K -2,301 -8%
MERSOM
573
Municipal Employees' Retirement System of Michigan
Michigan
$3.1M -$1.58M -13,682 -34%
CCM
574
Cadence Capital Management
Massachusetts
$3.09M +$147K +1,269 +5%
WG
575
Winton Group
United Kingdom
$3.08M +$3.08M +26,655 New
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