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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
+$506M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$243M
4
Franklin Resources
Franklin Resources
California
+$149M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$84.2M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$478M
2
Victory Capital Management
Victory Capital Management
Texas
-$167M
3
BlackRock
BlackRock
New York
-$127M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$109M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
576
Buckingham Strategic Wealth
Missouri
$3.08M -$848K -7,342 -22%
APSI
577
Asset Planning Services Inc
Louisiana
$3.08M -$59.9K -519 -2%
AAM
578
AR Asset Management
California
$3.07M +$2.54K +22 +0.1%
BB
579
Bell Bank
North Dakota
$3.06M -$1.45M -12,584 -32%
BHWA
580
Beacon Harbor Wealth Advisors
Virginia
$3.06M +$91.7K +794 +3%
IF
581
Insight Folios
North Carolina
$3.04M -$113K -981 -4%
MCM
582
Marathon Capital Management
Maryland
$3.04M +$8.2K +71 +0.3%
GH
583
GAM Holding
Switzerland
$3.04M -$356K -3,087 -11%
CA
584
Clearstead Advisors
Ohio
$3.04M +$1.37M +11,836 +82%
NB
585
NBT Bank
New York
$3.03M -$114K -986 -4%
WAM
586
Wealthspire Advisors (Maryland)
Maryland
$3.02M +$159K +1,378 +6%
MCM
587
MAI Capital Management
Ohio
$3.02M -$37.6K -326 -1%
SC
588
Searle & Co
Connecticut
$3.01M – – –
BAS
589
Brown Advisory Securities
Maryland
$2.98M -$79.9K -694 -3%
Voloridge Investment Management
590
Voloridge Investment Management
Florida
$2.97M +$2.97M +25,702 New
HWM
591
Holloway Wealth Management
Florida
$2.96M -$2.83M – –
PSUF
592
People's United Financial
Connecticut
$2.96M -$1.46M -12,610 -33%
CC
593
Cedar Capital
Illinois
$2.96M -$1.03M -8,963 -26%
MCM
594
McMillion Capital Management
North Carolina
$2.96M -$666K -5,767 -18%
FMBTD
595
First Midwest Bank Trust Division
Illinois
$2.96M -$409K -3,543 -12%
BL
596
BCWM LLC
Kansas
$2.93M +$133K +1,148 +5%
WFMPM
597
Woodley Farra Manion Portfolio Management
Indiana
$2.92M -$20.9K -181 -0.7%
CBT
598
Capital Bank & Trust
California
$2.91M +$5.08K +44 +0.2%
AP
599
Advisor Partners
California
$2.91M +$330K +2,860 +13%
EB
600
Eastern Bank
Massachusetts
$2.87M +$32.7K +283 +1%
22 23
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