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IBM
IBM

Overview Fund Activity

1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
2
Franklin Resources
Franklin Resources
California
+$180M
3
Morgan Stanley
Morgan Stanley
New York
+$80.1M
4
N
Natixis
France
+$75.1M
5
IFP
Independent Franchise Partners
United Kingdom
+$75M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$545M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
KCM
Kensico Capital Management
Connecticut
-$138M
4
State Street
State Street
Massachusetts
-$113M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
676
Peninsula Asset Management
Florida
$2.22M -$16.5K -142 -0.7%
SBIA
677
Sheaff Brock Investment Advisors
Indiana
$2.22M -$2.55M -21,960 -53%
MF
678
Magnetar Financial
Illinois
$2.22M +$1.29M +11,130 +141%
APF
679
Alaska Permanent Fund
Alaska
$2.21M +$1.28M +10,993 +137%
WAM
680
Wealthspire Advisors (Maryland)
Maryland
$2.2M -$842K -7,237 -28%
GJIC
681
Gamble Jones Investment Counsel
California
$2.2M – – –
TF
682
Tompkins Financial
New York
$2.2M -$82.3K -708 -4%
NC
683
NewSquare Capital
Pennsylvania
$2.19M +$93.1K +800 +4%
UFG
684
United Fire Group
Iowa
$2.19M +$1.83M +15,690 +500%
FLPIM
685
F.L. Putnam Investment Management
Massachusetts
$2.18M +$134K +1,153 +7%
CPA
686
Capital Planning Advisors
California
$2.16M -$90K -774 -4%
SFS
687
Sowell Financial Services
Arkansas
$2.14M +$49.3K +424 +2%
PVWM
688
Point View Wealth Management
New Jersey
$2.12M -$6.4K -55 -0.3%
CANC
689
Culbertson A N & Co
Virginia
$2.11M -$316K -2,720 -13%
GC
690
Grimes & Company
Massachusetts
$2.11M -$34.4K -296 -2%
SNT
691
Security National Trust
West Virginia
$2.1M +$24.3K +209 +1%
CAG
692
Crestwood Advisors Group
Massachusetts
$2.09M +$20.1K +173 +1%
HSA
693
HBK Sorce Advisory
Pennsylvania
$2.09M -$63.2K -543 -3%
PWP
694
Principle Wealth Partners
Connecticut
$2.09M -$201K -1,725 -9%
VCA
695
Verdence Capital Advisors
Maryland
$2.09M -$65.4K -562 -3%
VFA
696
Voya Financial Advisors
Connecticut
$2.08M +$57.9K +501 +3%
FWM
697
Frontier Wealth Management
Missouri
$2.08M +$320K +2,753 +18%
KFC
698
Klingenstein Fields & Co
New York
$2.07M -$36.1K -310 -2%
OPA
699
Old Port Advisors
Maine
$2.07M +$59.5K +511 +3%
FRA
700
Front Row Advisors
California
$2.07M -$64.7K -544 -3%
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