IBM icon

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 %
IMOV
726
Investment Management of Virginia
Virginia
$1.82M -$188K -1,774 -9%
TCM
727
Twin Capital Management
Pennsylvania
$1.81M -$2.23K -21 -0.1%
HCM
728
Hengehold Capital Management
Ohio
$1.8M +$33.5K +316 +2%
PWP
729
Principle Wealth Partners
Connecticut
$1.8M -$71.3K -672 -4%
IAA
730
Independent Advisor Alliance
North Carolina
$1.79M +$352K +3,322 +25%
III
731
Independent Investors Inc
New York
$1.77M -$4.45K -42 -0.3%
SYBT
732
Stock Yards Bank & Trust
Kentucky
$1.77M +$7K +66 +0.4%
SCM
733
Sterneck Capital Management
Missouri
$1.75M -$55.9K -527 -3%
SPC
734
Stewart & Patten Company
California
$1.74M -$219K -2,061 -11%
FC
735
FORA Capital
Florida
$1.74M -$32.5K -306 -2%
MPI
736
Mairs & Power Inc
Minnesota
$1.73M +$99.5K +938 +6%
SMFG
737
Sumitomo Mitsui Financial Group
Japan
$1.73M +$1.73M +16,291 New
IC
738
InterOcean Capital
Illinois
$1.72M +$639K +6,023 +59%
HSA
739
HBK Sorce Advisory
Pennsylvania
$1.72M +$40.2K +379 +2%
ACP
740
Ashfield Capital Partners
California
$1.72M -$152K -1,437 -8%
CT
741
Cambridge Trust
Massachusetts
$1.72M +$11.8K +111 +0.7%
OFG
742
OmniStar Financial Group
North Carolina
$1.71M +$51.8K +488 +3%
HPIA
743
Hamilton Point Investment Advisors
North Carolina
$1.7M +$1.5M +14,177 +785%
BJL
744
Brighton Jones LLC
Washington
$1.69M +$488K +4,600 +41%
PFSC
745
Peoples Financial Services Corp
Pennsylvania
$1.69M -$72.8K -687 -4%
FNBT
746
FineMark National Bank & Trust
Florida
$1.69M -$86.4K -815 -5%
HIC
747
Holderness Investments Company
North Carolina
$1.68M +$39.9K +376 +2%
ANTB
748
AMG National Trust Bank
Colorado
$1.68M +$1.68M +15,818 New
EI
749
EDMP Inc
Florida
$1.68M +$58.4K +551 +4%
MMA
750
Miracle Mile Advisors
California
$1.66M -$1.32M -12,469 -44%
28 29
30
31 32