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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 %
FNBOO
726
First National Bank of Omaha
Nebraska
$1.94M +$42.1K +362 +2%
SCM
727
Sterneck Capital Management
Missouri
$1.94M +$21.4K +184 +1%
RMSCM
728
R.M. Sincerbeaux Capital Management
New York
$1.93M – – –
III
729
Independent Investors Inc
New York
$1.93M – – –
PAM
730
Premier Asset Management
Illinois
$1.93M +$606K +5,209 +46%
OA
731
Oxbow Advisors
Texas
$1.92M -$58.5K -503 -3%
JWCA
732
J.W. Coons Advisors
Ohio
$1.91M -$39.8K -342 -2%
SCA
733
Sippican Capital Advisors
Massachusetts
$1.91M -$39.9K -343 -2%
IEFM
734
IQ EQ Fund Management
Ireland
$1.9M +$118K +1,013 +7%
WI
735
WBI Investments
New Jersey
$1.9M +$935K +8,042 +97%
HIC
736
Holderness Investments Company
North Carolina
$1.89M +$18.7K +161 +1%
LWM
737
Laidlaw Wealth Management
New York
$1.88M +$62.6K +538 +3%
KPWS
738
Kestra Private Wealth Services
Texas
$1.87M +$1.87M +16,186 New
MCM
739
McMillion Capital Management
North Carolina
$1.87M -$1.11M -9,535 -37%
SAM
740
Sawgrass Asset Management
Florida
$1.87M – – –
SRC
741
Shufro Rose & Co
New York
$1.86M +$250K +2,152 +16%
HAIM
742
Hunter Associates Investment Management
Pennsylvania
$1.85M -$51.8K -445 -3%
LPT
743
Legacy Private Trust
Wisconsin
$1.85M -$581K -5,000 -24%
MSE
744
MUFG Securities EMEA
United Kingdom
$1.84M -$3.04M -26,164 -62%
SIM
745
Sonora Investment Management
Arizona
$1.84M +$124K +1,063 +7%
CAMG
746
CWA Asset Management Group
Florida
$1.84M +$192K +1,651 +12%
BBNA
747
Bremer Bank National Association
Minnesota
$1.84M +$149K +1,282 +9%
OSIA
748
O'Shares Investment Advisers
Massachusetts
$1.84M -$647K -5,562 -26%
AHB
749
Abner Herrman & Brock
New Jersey
$1.83M – – –
EM
750
Excalibur Management
Massachusetts
$1.83M -$173K -1,484 -9%
28 29
30
31 32