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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 %
PCTC
651
Perkins Coie Trust Company
Washington
$2.65M +$89.1K +740 +3%
TS
652
Third Security
Virginia
$2.64M +$2.64M +21,966 New
HWM
653
Holloway Wealth Management
Florida
$2.63M -$2.96M – –
AP
654
Advisor Partners
California
$2.63M -$574K -4,772 -18%
IIM
655
Ipswich Investment Management
Massachusetts
$2.62M +$162K +1,342 +7%
BHWA
656
Beacon Harbor Wealth Advisors
Virginia
$2.62M -$623K -5,175 -19%
Fayez Sarofim & Co
657
Fayez Sarofim & Co
Texas
$2.6M -$25.2K -209 -1%
SFA
658
Sequoia Financial Advisors
Ohio
$2.6M +$183K +1,522 +8%
KNW
659
Kesler Norman & Wride
Utah
$2.59M +$2.59M +21,530 New
FIM
660
Freedom Investment Management
Connecticut
$2.57M -$39.5K -328 -2%
DBIA
661
Dumont & Blake Investment Advisors
New Jersey
$2.56M +$4.21K +35 +0.2%
PCM
662
Palouse Capital Management
Washington
$2.55M -$245K -2,032 -9%
RWM
663
RBA Wealth Management
California
$2.55M +$28.2K +234 +1%
LNC
664
Lincoln National Corp
Pennsylvania
$2.55M -$65.1K -541 -2%
IHL
665
Investment House LLC
California
$2.53M -$66.7K -554 -3%
CLOS
666
Compagnie Lombard Odier SCmA
Switzerland
$2.53M +$395K +3,279 +19%
NSEDCP
667
NJ State Employees Deferred Compensation Plan
New Jersey
$2.52M – – –
PAM
668
Premier Asset Management
Illinois
$2.51M +$517K +4,296 +26%
HB
669
Homrich & Berg
Georgia
$2.51M +$449K +3,733 +22%
IA
670
IFG Advisory
Georgia
$2.51M -$17.3K -144 -0.7%
BCM
671
Bayesian Capital Management
New York
$2.51M +$2.51M +20,839 New
NC
672
NovaPoint Capital
Georgia
$2.51M +$430K +3,573 +21%
CRIG
673
Charter Research & Investment Group
Connecticut
$2.5M +$1.97M +16,330 +367%
FNFDCM
674
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.5M +$25.2K +209 +1%
Luther King Capital Management (LKCM)
675
Luther King Capital Management (LKCM)
Texas
$2.5M -$32K -266 -1%
25 26
27
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