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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 %
PFP
651
Pinnacle Financial Partners
Tennessee
$2.49M +$2.66K +23 +0.1%
NIA
652
Northstar Investment Advisors
Colorado
$2.49M +$66.4K +575 +3%
CCM
653
Covington Capital Management
California
$2.49M -$10.9K -94 -0.4%
KL
654
KWMG LLC
Kansas
$2.48M +$205K +1,772 +9%
OAM
655
Optimal Asset Management
California
$2.47M -$3.29M -28,467 -57%
LC
656
Lavaca Capital
Texas
$2.47M -$60.4K -523 -2%
KCPG
657
Kavar Capital Partners Group
Kansas
$2.47M +$810K +7,015 +49%
NP
658
NorthRock Partners
Minnesota
$2.47M +$680K +5,889 +38%
OSIA
659
O'Shares Investment Advisers
Massachusetts
$2.46M -$2.6M -22,542 -51%
PCTC
660
Perkins Coie Trust Company
Washington
$2.46M +$164K +1,417 +7%
BWL
661
Bogart Wealth LLC
Virginia
$2.45M +$55.5K +481 +2%
TNBTD
662
Trustmark National Bank Trust Department
Mississippi
$2.44M +$20.3K +176 +0.8%
SCM
663
Schnieders Capital Management
California
$2.43M +$24.5K +212 +1%
LDB
664
Lee, Danner & Bass
Tennessee
$2.43M -$37.9K -328 -2%
BPC
665
Banque Pictet & Cie
Switzerland
$2.42M – – –
DBIA
666
Dumont & Blake Investment Advisors
New Jersey
$2.42M +$31.9K +276 +1%
NSEDCP
667
NJ State Employees Deferred Compensation Plan
New Jersey
$2.42M – – –
LPT
668
Legacy Private Trust
Wisconsin
$2.42M +$128K +1,111 +6%
MWM
669
Meridian Wealth Management
Kentucky
$2.41M +$806K +6,980 +50%
CANC
670
Culbertson A N & Co
Virginia
$2.41M -$21.9K -190 -0.9%
DWM
671
Darwin Wealth Management
Florida
$2.4M -$400K -3,465 -14%
IA
672
IndexIQ Advisors
New York
$2.39M +$242K +2,096 +11%
RWM
673
RBA Wealth Management
California
$2.38M +$44K +381 +2%
ST
674
Smithfield Trust
Pennsylvania
$2.38M +$40.8K +353 +2%
FCBT
675
First Citizens Bank & Trust
North Carolina
$2.37M +$52.4K +454 +2%
25 26
27
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