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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 %
Carson Wealth (CWM LLC)
726
Carson Wealth (CWM LLC)
Nebraska
$2M – – –
BB
727
Busey Bank
Illinois
$2M +$3.23K +28 +0.2%
OPA
728
Old Port Advisors
Maine
$1.99M +$223K +1,930 +13%
TNB
729
TCF National Bank
South Dakota
$1.99M +$146K +1,104 +8%
CAM
730
Claret Asset Management
Quebec, Canada
$1.99M -$124K -1,070 -6%
SYBT
731
Stock Yards Bank & Trust
Kentucky
$1.99M +$65.8K +570 +3%
EM
732
Excalibur Management
Massachusetts
$1.99M +$206K +1,782 +12%
Canada Pension Plan Investment Board
733
Canada Pension Plan Investment Board
Ontario, Canada
$1.98M -$9.82M -85,031 -83%
BFIM
734
Beese Fulmer Investment Management
Ohio
$1.97M -$398K -3,444 -17%
BRWM
735
B. Riley Wealth Management
Tennessee
$1.96M -$1.81M -15,726 -48%
OA
736
Oxbow Advisors
Texas
$1.96M -$28.3K -245 -1%
TFA
737
Toth Financial Advisory
Virginia
$1.95M -$75.4K -653 -4%
HI
738
Hudock Inc
Pennsylvania
$1.94M -$122K -1,055 -6%
SCA
739
Sippican Capital Advisors
Massachusetts
$1.94M -$55.2K -478 -3%
JWCA
740
J.W. Coons Advisors
Ohio
$1.94M -$175K -1,517 -8%
M
741
Mirova
France
$1.93M +$553K +4,790 +40%
TCM
742
Twin Capital Management
Pennsylvania
$1.92M -$49.5K -429 -3%
RMSCM
743
R.M. Sincerbeaux Capital Management
New York
$1.92M -$1.81M -15,690 -49%
HCM
744
Hengehold Capital Management
Ohio
$1.92M -$45.4K -393 -2%
III
745
Independent Investors Inc
New York
$1.91M -$12.1K -105 -0.6%
BOTW
746
Bank of the West
California
$1.9M +$1.31M +11,385 +223%
SCM
747
Sterneck Capital Management
Missouri
$1.9M -$693 -6 -0%
HPIA
748
Hamilton Point Investment Advisors
North Carolina
$1.9M +$49.3K +427 +3%
OLA
749
Oliver Luxxe Assets
New Jersey
$1.89M +$7.74K +67 +0.4%
HAIM
750
Hunter Associates Investment Management
Pennsylvania
$1.89M -$91.9K -796 -5%
28 29
30
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