IBM icon

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 %
PCTC
676
Perkins Coie Trust Company
Washington
$2.11M +$248K +2,343 +13%
RHAM
677
Round Hill Asset Management
California
$2.1M +$1.07M +10,108 +104%
EFS
678
Essex Financial Services
Connecticut
$2.1M -$129K -1,213 -6%
TF
679
Tompkins Financial
New York
$2.1M -$23.9K -225 -1%
LPT
680
Legacy Private Trust
Wisconsin
$2.1M +$297K +2,797 +16%
KFC
681
Klingenstein Fields & Co
New York
$2.1M -$87.7K -827 -4%
CAM
682
Cresset Asset Management
Illinois
$2.1M +$241K +2,276 +13%
ACM
683
AlphaCrest Capital Management
New York
$2.09M -$1.25M -11,801 -37%
KL
684
KWMG LLC
Kansas
$2.09M +$6.15K +58 +0.3%
ACM
685
Alpha Capital Management
Texas
$2.06M +$3.71K +35 +0.2%
Fisher Asset Management
686
Fisher Asset Management
Washington
$2.06M -$137K -1,295 -6%
BHB
687
Bank Hapoalim BM
Israel
$2.05M +$1.84M +17,380 +887%
NSIM
688
North Star Investment Management
Illinois
$2.05M +$222K +2,095 +12%
Federated Hermes
689
Federated Hermes
Pennsylvania
$2.05M +$68.9K +650 +3%
RCAG
690
Rehmann Capital Advisory Group
Michigan
$2.04M +$2.04M +19,254 New
AWM
691
Altium Wealth Management
New York
$2.03M +$309K +2,915 +18%
GJIC
692
Gamble Jones Investment Counsel
California
$2.01M -$52.2K -492 -3%
Carson Wealth (CWM LLC)
693
Carson Wealth (CWM LLC)
Nebraska
$2M – – –
PVWM
694
Point View Wealth Management
New Jersey
$1.99M +$74K +698 +4%
Wolverine Trading
695
Wolverine Trading
Illinois
$1.99M -$15.9M -147,000 -89%
BOH
696
Bank of Hawaii
Hawaii
$1.99M +$1.56M +14,684 +362%
IA
697
IFG Advisory
Georgia
$1.98M +$282K +2,663 +17%
SL
698
Summitry LLC
California
$1.98M +$128K +1,204 +7%
CPA
699
Capital Planning Advisors
California
$1.98M +$65.3K +616 +3%
IA
700
IndexIQ Advisors
New York
$1.97M +$1.94M +18,292 +5,734%
26 27
28
29 30