IBM icon

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 %
IRF
626
IBM Retirement Fund
New York
$2.66M -$23.9K -207 -0.9%
MCM
627
Murphy Capital Management
New Jersey
$2.65M +$2.54K +22 +0.1%
ACM
628
Alta Capital Management
Utah
$2.65M +$257K +2,230 +11%
KRSITF
629
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.64M -$605K -5,238 -19%
AIA
630
AIMZ Investment Advisors
California
$2.64M +$52.1K +451 +2%
LIM
631
Leavell Investment Management
Alabama
$2.62M -$80.1K -694 -3%
IAA
632
Independent Advisor Alliance
North Carolina
$2.6M +$659K +5,709 +34%
DWM
633
Dakota Wealth Management
Florida
$2.6M -$380K -3,291 -13%
CAM
634
Cubic Asset Management
Massachusetts
$2.59M -$1.73K -15 -0.1%
Capstone Investment Advisors
635
Capstone Investment Advisors
New York
$2.58M +$2.58M +22,372 New
JPMIA
636
J.P. Marvel Investment Advisors
Massachusetts
$2.57M – – –
BOCM
637
Bontempo Ohly Capital Management
Maryland
$2.57M -$15.6K -135 -0.6%
VWM
638
Valley Wealth Managers
New Jersey
$2.56M +$14K +121 +0.5%
PH
639
Pinnacle Holdings
Oklahoma
$2.55M +$26.2K +227 +1%
ECM
640
Evergreen Capital Management
Washington
$2.55M +$224K +1,936 +10%
ANI
641
American National Insurance
Texas
$2.54M +$495K +4,289 +24%
PA
642
Profund Advisors
Maryland
$2.53M +$386K +3,341 +18%
IHL
643
Investment House LLC
California
$2.53M -$214K -1,851 -8%
MME
644
Meag Munich Ergo
Germany
$2.52M – – –
APP
645
Avantax Planning Partners
Iowa
$2.51M +$370K +3,206 +17%
DWA
646
Douglass Winthrop Advisors
New York
$2.5M -$387K -3,347 -13%
ECM
647
EagleClaw Capital Management
Massachusetts
$2.5M -$99.9K -868 -4%
Cetera Investment Advisers
648
Cetera Investment Advisers
Illinois
$2.5M +$407K +3,521 +19%
TWA
649
TCI Wealth Advisors
Arizona
$2.5M -$13.7K -119 -0.5%
HTC
650
Haverford Trust Company
Pennsylvania
$2.5M -$69.1K -599 -3%
24 25
26
27 28