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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
+$456M
2
Charles Schwab
Charles Schwab
California
+$395M
3
IFP
Independent Franchise Partners
United Kingdom
+$385M
4
Capital World Investors
Capital World Investors
California
+$306M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$279M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$406M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$216M
3
Renaissance Technologies
Renaissance Technologies
New York
-$207M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$193M
5
Goldman Sachs
Goldman Sachs
New York
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
626
Murphy Capital Management
New Jersey
$2.43M -$204K -1,926 -8%
SPC
627
Sigma Planning Corp
Michigan
$2.43M -$252K -2,373 -9%
ECM
628
Everence Capital Management
Indiana
$2.43M +$204K +1,925 +9%
ECM
629
EagleClaw Capital Management
Massachusetts
$2.4M +$108K +1,019 +5%
Man Group
630
Man Group
United Kingdom
$2.38M -$7.47M -70,444 -76%
CAM
631
Cubic Asset Management
Massachusetts
$2.38M -$58.1K -548 -2%
SA
632
Shilanski & Associates
Alaska
$2.37M +$104K +984 +5%
AP
633
Advisor Partners
California
$2.37M -$762K -7,178 -24%
BOCM
634
Bontempo Ohly Capital Management
Maryland
$2.37M -$50.9K -480 -2%
AIA
635
AIMZ Investment Advisors
California
$2.37M +$636 +6 +0%
JPMIA
636
J.P. Marvel Investment Advisors
Massachusetts
$2.36M -$223K -2,103 -9%
HTC
637
Haverford Trust Company
Pennsylvania
$2.36M -$15.4K -145 -0.6%
VWM
638
Valley Wealth Managers
New Jersey
$2.34M +$42.3K +399 +2%
LC
639
Lavaca Capital
Texas
$2.33M -$255K -2,406 -10%
BAM
640
Bruderman Asset Management
New York
$2.32M +$8.95K +89 +0.4%
PH
641
Pinnacle Holdings
Oklahoma
$2.32M +$179K +1,684 +8%
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$2.32M +$13.1K +124 +0.6%
MME
643
Meag Munich Ergo
Germany
$2.31M -$2.55M -24,060 -52%
TWA
644
TCI Wealth Advisors
Arizona
$2.31M +$52.6K +496 +2%
ACA
645
Aptus Capital Advisors
Alabama
$2.3M -$1.17M -11,031 -34%
CCM
646
Covington Capital Management
California
$2.29M +$658K +6,208 +40%
PFP
647
Pinnacle Financial Partners
Tennessee
$2.29M +$9.33K +88 +0.4%
LDB
648
Lee, Danner & Bass
Tennessee
$2.27M +$535K +5,044 +31%
LIA
649
LS Investment Advisors
Michigan
$2.27M -$1.08M -10,169 -32%
BP
650
BBR Partners
New York
$2.24M +$15.7K +148 +0.7%
24 25
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