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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
601
AssetMark Inc
California
$3.04M -$700K -5,815 -19%
APSI
602
Asset Planning Services Inc
Louisiana
$3.04M -$115K -954 -4%
FM
603
Foster & Motley
Ohio
$3.03M +$191K +1,585 +7%
EB
604
Eastern Bank
Massachusetts
$3.02M -$43.6K -362 -1%
VRM
605
Vectors Research Management
New York
$3.01M -$762K -6,335 -20%
HC
606
HNP Capital
New York
$3.01M -$1.14M -9,483 -27%
SA
607
SRN Advisors
Pennsylvania
$3M +$3M +25,270 New
EFS
608
Essex Financial Services
Connecticut
$2.99M +$281K +2,339 +10%
SWMG
609
Signature Wealth Management Group
Georgia
$2.97M +$86.5K +719 +3%
CCM
610
Covington Capital Management
California
$2.96M +$309K +2,566 +12%
LFAS
611
Level Four Advisory Services
Texas
$2.96M -$442K -3,673 -13%
PS
612
Pensionfund Sabic
Netherlands
$2.96M – – –
CSPAM
613
Cary Street Partners Asset Management
Virginia
$2.95M +$2.95M +55,479 New
FNB
614
Farmers National Bank
Kentucky
$2.95M +$2.95M +24,520 New
Squarepoint
615
Squarepoint
New York
$2.94M +$2.94M +24,437 New
SA
616
Shilanski & Associates
Alaska
$2.94M +$106K +877 +4%
TRCT
617
Tower Research Capital (TRC)
New York
$2.93M -$202K -1,679 -6%
HTC
618
Haverford Trust Company
Pennsylvania
$2.91M +$21.1K +175 +0.7%
AAS
619
Avantax Advisory Services
Texas
$2.91M -$3.54M -29,417 -55%
CIP
620
Convergence Investment Partners
Florida
$2.9M -$263K -2,188 -8%
VWM
621
Valley Wealth Managers
New Jersey
$2.88M +$221K +1,838 +8%
CWM
622
Centric Wealth Management
Illinois
$2.86M +$1.58M +13,128 +124%
RIM
623
Redpoint Investment Management
Australia
$2.86M +$161K +1,337 +6%
FMBTD
624
First Midwest Bank Trust Division
Illinois
$2.85M -$119K -989 -4%
RIG
625
Roosevelt Investment Group
New York
$2.82M +$46.9K +390 +2%
23 24
25
26 27