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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 %
SS
601
Simplicity Solutions
Minnesota
$2.61M +$972K +9,165 +59%
EB
602
Eastern Bank
Massachusetts
$2.61M +$2.23M +21,048 +597%
RT
603
Rockland Trust
Massachusetts
$2.59M +$159K +1,498 +7%
PAM
604
Panagora Asset Management
Massachusetts
$2.57M -$94.1K -887 -4%
DWM
605
Darwin Wealth Management
Florida
$2.57M -$47.1K -444 -2%
BL
606
BCWM LLC
Kansas
$2.57M +$223K +2,103 +9%
PP
607
Palladium Partners
Virginia
$2.57M +$26K +245 +1%
AFG
608
Albion Financial Group
Utah
$2.56M +$986K +9,298 +63%
Impax Asset Management Group
609
Impax Asset Management Group
United Kingdom
$2.55M +$420K +3,958 +20%
AAIM
610
American Assets Investment Management
California
$2.55M +$2.22M +20,920 +667%
Jennison Associates
611
Jennison Associates
New York
$2.54M +$48.9K +461 +2%
BS
612
Boenning & Scattergood
Pennsylvania
$2.53M -$172K -1,617 -6%
CC
613
Centiva Capital
New York
$2.53M +$2.48M +23,358 +4,980%
TI
614
Tidal Investments
Wisconsin
$2.53M -$282K -2,660 -10%
IHL
615
Investment House LLC
California
$2.52M -$84.5K -797 -3%
MNBTD
616
Moody National Bank Trust Division
Texas
$2.5M +$112K +1,053 +5%
AIC
617
Argus Investors Counsel
New York
$2.5M – – –
CIS
618
Connors Investor Services
Pennsylvania
$2.49M +$2.45M +108,086 +6,198%
LIM
619
Leavell Investment Management
Alabama
$2.48M +$15K +141 +0.6%
SCP
620
Stamos Capital Partners
California
$2.48M +$809K +7,629 +49%
PS
621
Pensionfund Sabic
Netherlands
$2.47M +$333K +3,138 +16%
IRF
622
IBM Retirement Fund
New York
$2.46M +$880K +8,297 +56%
SFA
623
Sequoia Financial Advisors
Ohio
$2.45M -$1.57M -14,846 -39%
NWP
624
Northstar Wealth Partners
Connecticut
$2.45M +$78.5K +740 +3%
SWMG
625
Signature Wealth Management Group
Georgia
$2.44M -$39.1K -369 -2%
23 24
25
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