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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.

Holders
1,967
Holders Change
-104
Holders Change %
-5.02%
% of All Funds
43.46%
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
1
JPMorgan Chase & Co
New York
$753M
2
Charles Schwab
2
Charles Schwab
California
$1.24B
3
IFP
3
Independent Franchise Partners
United Kingdom
$385M
4
Capital World Investors
4
Capital World Investors
California
$495M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.42B

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$104M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$513M
Name Market Value Shares Shares
Change 		Shares
Change %
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$171M 1,541,701 -711,646 -32%
AllianceBernstein
52
AllianceBernstein
Tennessee
$170M 1,530,464 -462,729 -23%
Swedbank
53
Swedbank
Sweden
$169M 1,521,985 +43,835 +3%
Fidelity International
54
Fidelity International
Bermuda
$166M 1,497,555 +116,591 +8%
Principal Financial Group
55
Principal Financial Group
Iowa
$165M 1,485,386 +25,852 +2%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$149M 1,335,995 +73,030 +6%
Bank of Nova Scotia
57
Bank of Nova Scotia
Ontario, Canada
$147M 1,328,020 +406,635 +44%
Stifel Financial
58
Stifel Financial
Missouri
$144M 1,296,103 -77,761 -6%
EIP
59
Epoch Investment Partners
New York
$143M 1,286,213 +82,119 +7%
Canada Life
60
Canada Life
Manitoba, Canada
$142M 1,274,676 +37,262 +3%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$140M 1,261,901 -51,300 -4%
APG Asset Management
62
APG Asset Management
Netherlands
$136M 1,224,025 -155,329 -11%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$134M 1,205,545 +57,937 +5%
DZ Bank
64
DZ Bank
Germany
$125M 1,125,138 +68,938 +7%
National Pension Service
65
National Pension Service
South Korea
$119M 1,069,004 +12,744 +1%
RJA
66
Raymond James & Associates
Florida
$117M 1,051,344 +31,747 +3%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$116M 1,049,952 +53,011 +5%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$112M 1,012,590 +155,600 +18%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107M 965,801 +134,350 +16%
Bessemer Group
70
Bessemer Group
New Jersey
$106M 955,534 +10,356 +1%
Citigroup
71
Citigroup
New York
$105M 949,995 -373,181 -28%
Wellington Management Group
72
Wellington Management Group
Massachusetts
$104M 939,835 -1,948,150 -67%
ClearBridge Investments
73
ClearBridge Investments
New York
$97.6M 880,139 +93,789 +12%
AAMU
74
Amundi Asset Management US
Massachusetts
$93M 1,595,605 -1,082,089 -40%
Franklin Resources
75
Franklin Resources
California
$92M 829,126 -155,973 -16%
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