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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 %
SL
676
Summitry LLC
California
$2.37M +$214K +1,851 +10%
RCAG
677
Rehmann Capital Advisory Group
Michigan
$2.37M +$146K +1,261 +7%
MYAM
678
Meiji Yasuda Asset Management
Japan
$2.36M +$1.48M +12,824 +168%
WCM
679
Windward Capital Management
California
$2.35M -$51K -442 -2%
FNFDCM
680
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.34M -$36.3K -314 -2%
LBC
681
Lowe Brockenbrough & Co
Virginia
$2.34M -$18.1K -157 -0.8%
NAM
682
NTV Asset Management
West Virginia
$2.31M -$54.4K -471 -2%
PAMG
683
Patton Albertson Miller Group
Tennessee
$2.31M -$7.97K -69 -0.3%
HI
684
Horizon Investments
North Carolina
$2.3M -$1.08M -9,473 -32%
ACM
685
Alpha Capital Management
Texas
$2.29M +$43.1K +373 +2%
RHAM
686
Round Hill Asset Management
California
$2.28M -$13.3K -115 -0.6%
JCM
687
Jacobi Capital Management
Pennsylvania
$2.27M +$191K +1,625 +9%
PWP
688
Principle Wealth Partners
Connecticut
$2.27M +$315K +2,729 +16%
CLOS
689
Compagnie Lombard Odier SCmA
Switzerland
$2.27M -$1.2M -10,419 -35%
SFA
690
Sequoia Financial Advisors
Ohio
$2.27M -$404K -3,497 -15%
TF
691
Tompkins Financial
New York
$2.27M -$21.9K -190 -1%
FIM
692
Freedom Investment Management
Connecticut
$2.26M +$31.3K +271 +1%
IA
693
IFG Advisory
Georgia
$2.26M +$100K +867 +5%
CPA
694
Capital Planning Advisors
California
$2.24M +$83.1K +720 +4%
EFS
695
Essex Financial Services
Connecticut
$2.23M -$55.5K -481 -2%
BUB
696
BBVA USA Bancshares
Texas
$2.23M -$106K -919 -5%
PAM
697
Peninsula Asset Management
Florida
$2.22M +$562K +4,866 +34%
HB
698
Homrich & Berg
Georgia
$2.22M +$714K +6,187 +47%
APA
699
American Portfolios Advisors
New York
$2.2M +$82.3K +713 +4%
GJIC
700
Gamble Jones Investment Counsel
California
$2.19M – – –
26 27
28
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