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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 %
CG
701
Colony Group
Massachusetts
$2.07M +$519K +4,462 +34%
CLOS
702
Compagnie Lombard Odier SCmA
Switzerland
$2.06M -$225K -1,932 -10%
ZB
703
Zions Bancorporation
Utah
$2.06M +$8.26K +71 +0.4%
CAM
704
Cacti Asset Management
Georgia
$2.02M – – –
SYBT
705
Stock Yards Bank & Trust
Kentucky
$2.02M +$16.5K +142 +0.8%
NC
706
NovaPoint Capital
Georgia
$2.01M +$294K +2,527 +17%
BB
707
Busey Bank
Illinois
$2.01M -$3.84K -33 -0.2%
RC
708
RBF Capital
California
$2.01M +$2.01M +17,259 New
HCM
709
Hengehold Capital Management
Ohio
$2M +$71.7K +616 +4%
SP
710
Symmetry Partners
Connecticut
$2M +$1.69M +14,548 +554%
Carson Wealth (CWM LLC)
711
Carson Wealth (CWM LLC)
Nebraska
$2M – – –
HB
712
Homrich & Berg
Georgia
$1.99M -$246K -2,115 -11%
LWAC
713
Laurel Wealth Advisors (California)
California
$1.99M -$55.6K -478 -3%
SMFG
714
Sumitomo Mitsui Financial Group
Japan
$1.99M +$112K +960 +6%
OLA
715
Oliver Luxxe Assets
New Jersey
$1.98M +$67.6K +581 +4%
HDIM
716
Hanson & Doremus Investment Management
Vermont
$1.97M +$648K +5,574 +49%
DWM
717
Darwin Wealth Management
Florida
$1.97M -$448K -3,856 -19%
BCI
718
Brinker Capital Investments
Pennsylvania
$1.97M +$1.97M +16,939 New
IMOV
719
Investment Management of Virginia
Virginia
$1.97M -$185K -1,595 -9%
CAM
720
Claret Asset Management
Quebec, Canada
$1.96M -$44.1K -379 -2%
SC
721
Savant Capital
Illinois
$1.96M +$302K +2,600 +18%
FMWA
722
Forvis Mazars Wealth Advisors
Missouri
$1.95M +$369K +3,172 +23%
HPIA
723
Hamilton Point Investment Advisors
North Carolina
$1.95M +$38.9K +334 +2%
M
724
Mirova
France
$1.94M -$2.44K -21 -0.1%
CBN
725
Cadence Bank NA
Texas
$1.94M +$68K +585 +4%
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