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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 %
LNC
701
Lincoln National Corp
Pennsylvania
$2.15M +$129K +1,121 +6%
WC
702
Weil Company
California
$2.14M +$688K +5,960 +47%
IMOV
703
Investment Management of Virginia
Virginia
$2.14M +$162K +1,406 +8%
HSA
704
HBK Sorce Advisory
Pennsylvania
$2.14M +$264K +2,287 +14%
VCA
705
Verdence Capital Advisors
Maryland
$2.14M +$578K +5,005 +37%
CMTU
706
Capital Markets Trading (UK)
United Kingdom
$2.13M +$1.25M +10,803 +141%
GC
707
Grimes & Company
Massachusetts
$2.13M -$1.02M -8,805 -32%
PVWM
708
Point View Wealth Management
New Jersey
$2.11M -$58K -502 -3%
Fisher Asset Management
709
Fisher Asset Management
Washington
$2.1M -$136K -1,176 -6%
TRCT
710
Tower Research Capital (TRC)
New York
$2.1M +$1.4M +12,151 +202%
KFC
711
Klingenstein Fields & Co
New York
$2.09M -$194K -1,676 -8%
NC
712
NewSquare Capital
Pennsylvania
$2.08M +$84.7K +734 +4%
FRA
713
Front Row Advisors
California
$2.07M -$27.8K -241 -1%
SFS
714
Sowell Financial Services
Arkansas
$2.07M +$275K +2,385 +15%
IIM
715
Ipswich Investment Management
Massachusetts
$2.07M +$365K +3,159 +21%
SNT
716
Security National Trust
West Virginia
$2.06M +$24.1K +209 +1%
CAG
717
Crestwood Advisors Group
Massachusetts
$2.06M +$444K +3,842 +28%
CAS
718
Cascadia Advisory Services
Oregon
$2.05M +$2.05M +17,715 New
ZB
719
Zions Bancorporation
Utah
$2.04M +$1.14M +9,872 +127%
CAM
720
Cacti Asset Management
Georgia
$2.03M – – –
LWAC
721
Laurel Wealth Advisors (California)
California
$2.03M -$3.12K -27 -0.2%
FLPIM
722
F.L. Putnam Investment Management
Massachusetts
$2.03M -$58.1K -503 -3%
AWM
723
Altium Wealth Management
New York
$2.02M -$193K -1,672 -9%
CAM
724
Cresset Asset Management
Illinois
$2.01M -$277K -2,399 -12%
VFA
725
Voya Financial Advisors
Connecticut
$2.01M +$431K +3,769 +27%
27 28
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