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IBM
IBM

Overview Fund Activity

1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
2
Franklin Resources
Franklin Resources
California
+$180M
3
Morgan Stanley
Morgan Stanley
New York
+$80.1M
4
N
Natixis
France
+$75.1M
5
IFP
Independent Franchise Partners
United Kingdom
+$75M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$545M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
KCM
Kensico Capital Management
Connecticut
-$138M
4
State Street
State Street
Massachusetts
-$113M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
551
Level Four Advisory Services
Texas
$3.29M -$147K -1,261 -4%
LC
552
Lavaca Capital
Texas
$3.29M +$796K +6,841 +32%
PL
553
Parthenon LLC
Kentucky
$3.28M – – –
EARNEST Partners
554
EARNEST Partners
Georgia
$3.28M -$44.9K -386 -1%
WS
555
Wedbush Securities
California
$3.27M -$77.2K -664 -2%
AFG
556
Albion Financial Group
Utah
$3.27M -$26.5K -228 -0.8%
ISL
557
Ingalls & Snyder LLC
New York
$3.27M +$459K +3,945 +16%
EWM
558
Evercore Wealth Management
New York
$3.24M +$107K +916 +3%
AAM
559
Augustine Asset Management
Florida
$3.22M -$40.1K -345 -1%
AUB
560
Atlantic Union Bankshares
Virginia
$3.22M -$845K -7,265 -21%
MNBTD
561
Moody National Bank Trust Division
Texas
$3.21M – – –
SCP
562
Stamos Capital Partners
California
$3.16M +$1.64M +14,121 +108%
IF
563
Insight Folios
North Carolina
$3.16M +$92.6K +796 +3%
IAA
564
Independent Advisor Alliance
North Carolina
$3.14M +$516K +4,432 +20%
SWA
565
Stratos Wealth Advisors
Ohio
$3.13M -$8.38K -72 -0.3%
BHWA
566
Beacon Harbor Wealth Advisors
Virginia
$3.13M +$53.1K +456 +2%
WG
567
Winton Group
United Kingdom
$3.1M +$2.33K +20 +0.1%
AAM
568
AR Asset Management
California
$3.1M +$6.05K +52 +0.2%
AP
569
Advisor Partners
California
$3.09M +$160K +1,371 +5%
PNC
570
Park National Corp
Ohio
$3.09M -$89.1K -766 -3%
CIP
571
Convergence Investment Partners
Florida
$3.06M -$205K -1,759 -6%
GH
572
GAM Holding
Switzerland
$3.05M -$7.21K -62 -0.2%
APSI
573
Asset Planning Services Inc
Louisiana
$3.05M -$52K -447 -2%
ACA
574
Aptus Capital Advisors
Alabama
$3.04M +$233K +2,007 +8%
SC
575
Searle & Co
Connecticut
$3.03M – – –
21 22
23
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