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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 %
FM
576
Family Management
New York
$2.88M – – –
BAC
577
Boys Arnold & Co
North Carolina
$2.85M -$220K -2,074 -7%
HWM
578
Holloway Wealth Management
Florida
$2.83M -$3.04M – –
FIM
579
Freedom Investment Management
Connecticut
$2.83M +$190K +1,298 +7%
EWM
580
Evercore Wealth Management
New York
$2.83M -$1.34M -12,610 -32%
Rafferty Asset Management
581
Rafferty Asset Management
New York
$2.82M +$2.82M +26,582 New
AAM
582
AR Asset Management
California
$2.82M +$8.27K +78 +0.3%
MCM
583
MAI Capital Management
Ohio
$2.81M -$90.6K -854 -3%
FFA
584
Fragasso Financial Advisors
Pennsylvania
$2.79M +$108K +1,017 +4%
MCM
585
Marathon Capital Management
Maryland
$2.78M +$1.18M +11,170 +74%
CI
586
Cigna Investments
Connecticut
$2.77M +$161K +1,517 +6%
SC
587
Searle & Co
Connecticut
$2.77M +$11.1K +105 +0.4%
FM
588
Foster & Motley
Ohio
$2.76M +$142K +1,337 +5%
DWM
589
Dakota Wealth Management
Florida
$2.74M +$1.34M +12,644 +96%
NA
590
NewEdge Advisors
Louisiana
$2.73M -$651K -6,143 -19%
BHWA
591
Beacon Harbor Wealth Advisors
Virginia
$2.72M +$973K +9,173 +56%
CCM
592
Cadence Capital Management
Massachusetts
$2.71M +$255K +2,400 +10%
WFMPM
593
Woodley Farra Manion Portfolio Management
Indiana
$2.7M +$32.8K +309 +1%
CIA
594
CSat Investment Advisory
Michigan
$2.69M -$198K -1,865 -7%
CBT
595
Capital Bank & Trust
California
$2.67M -$70K -660 -3%
ISL
596
Ingalls & Snyder LLC
New York
$2.67M +$27.6K +260 +1%
WI
597
WBI Investments
New Jersey
$2.66M +$1.49M +14,053 +128%
DWA
598
Douglass Winthrop Advisors
New York
$2.66M -$926K -8,734 -26%
WAM
599
Wealthspire Advisors (Maryland)
Maryland
$2.63M -$634K -5,982 -19%
AssetMark Inc
600
AssetMark Inc
California
$2.61M -$814K -7,677 -24%
22 23
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