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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 %
CANC
651
Culbertson A N & Co
Virginia
$2.23M -$99.8K -941 -4%
NIA
652
Northstar Investment Advisors
Colorado
$2.23M -$768K -7,243 -26%
BPC
653
Banque Pictet & Cie
Switzerland
$2.23M -$571K -5,387 -20%
FL
654
Fort LP
Maryland
$2.22M +$52.8K +498 +2%
TNBTD
655
Trustmark National Bank Trust Department
Mississippi
$2.22M +$201K +1,899 +10%
NSEDCP
656
NJ State Employees Deferred Compensation Plan
New Jersey
$2.22M – – –
SCM
657
Schnieders Capital Management
California
$2.21M +$395K +3,723 +22%
WCM
658
Windward Capital Management
California
$2.21M -$209K -1,972 -9%
BWL
659
Bogart Wealth LLC
Virginia
$2.2M -$49.9K -471 -2%
ACM
660
Alta Capital Management
Utah
$2.2M +$998K +9,415 +83%
DBIA
661
Dumont & Blake Investment Advisors
New Jersey
$2.19M +$29.8K +281 +1%
FNFDCM
662
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.19M -$2.76K -26 -0.1%
FRA
663
Front Row Advisors
California
$2.18M +$109K +906 +5%
NAM
664
NTV Asset Management
West Virginia
$2.17M -$61.3K -578 -3%
BFIM
665
Beese Fulmer Investment Management
Ohio
$2.17M -$216K -2,040 -9%
MHS
666
M Holdings Securities
Oregon
$2.17M +$2.17M +20,421 New
LBC
667
Lowe Brockenbrough & Co
Virginia
$2.16M -$98.1K -925 -4%
WA
668
Wasatch Advisors
Utah
$2.15M -$2.01M -18,973 -48%
RWM
669
RBA Wealth Management
California
$2.15M +$14.1K +133 +0.7%
ST
670
Smithfield Trust
Pennsylvania
$2.15M -$300K -2,827 -12%
BUB
671
BBVA USA Bancshares
Texas
$2.15M -$252K -2,376 -11%
GIM
672
Grassi Investment Management
California
$2.14M -$5.56M -52,405 -72%
ECM
673
Evergreen Capital Management
Washington
$2.13M +$840K +7,917 +65%
PAMG
674
Patton Albertson Miller Group
Tennessee
$2.13M +$228K +2,152 +12%
FCBT
675
First Citizens Bank & Trust
North Carolina
$2.13M -$10.3K -97 -0.5%
25 26
27
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