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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 %
PA
701
Profund Advisors
Maryland
$1.97M -$1.26M -11,918 -39%
APP
702
Avantax Planning Partners
Iowa
$1.96M +$478K +4,504 +32%
APA
703
American Portfolios Advisors
New York
$1.95M +$474K +4,469 +32%
CAM
704
Claret Asset Management
Quebec, Canada
$1.94M +$256K +2,418 +15%
JWCA
705
J.W. Coons Advisors
Ohio
$1.94M +$1.94M +18,307 New
Cetera Investment Advisers
706
Cetera Investment Advisers
Illinois
$1.92M -$388K -3,654 -17%
AC
707
Allstate Corporation
Illinois
$1.92M -$3.43M -32,324 -64%
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$1.91M +$67K +632 +4%
JCM
709
Jacobi Capital Management
Pennsylvania
$1.91M +$15.9K +148 +0.8%
DSC
710
Duncker Streett & Co
Missouri
$1.91M +$28.3K +267 +2%
BA
711
Bridgewater Associates
Connecticut
$1.9M +$1.9M +17,885 New
HI
712
Hudock Inc
Pennsylvania
$1.9M +$142K +1,337 +8%
ANI
713
American National Insurance
Texas
$1.88M – – –
CAM
714
Cacti Asset Management
Georgia
$1.88M – – –
SNT
715
Security National Trust
West Virginia
$1.87M -$13.3K -125 -0.7%
FNBOO
716
First National Bank of Omaha
Nebraska
$1.87M -$57.4K -541 -3%
LWAC
717
Laurel Wealth Advisors (California)
California
$1.87M +$45.8K +432 +3%
OLA
718
Oliver Luxxe Assets
New Jersey
$1.86M +$1.86M +16,331 New
TFA
719
Toth Financial Advisory
Virginia
$1.86M +$535K +5,040 +40%
LNC
720
Lincoln National Corp
Pennsylvania
$1.85M +$213K +2,009 +13%
NC
721
NewSquare Capital
Pennsylvania
$1.84M +$69.8K +658 +4%
SCA
722
Sippican Capital Advisors
Massachusetts
$1.83M +$87.7K +827 +5%
BB
723
Busey Bank
Illinois
$1.83M -$67.1K -633 -4%
OA
724
Oxbow Advisors
Texas
$1.83M +$1.57M +14,764 +600%
HAIM
725
Hunter Associates Investment Management
Pennsylvania
$1.82M -$115K -1,080 -6%
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