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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.

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 %
WAM
751
Weatherly Asset Management
California
$1.66M -$251K -2,364 -13%
JFL
752
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.65M -$522K -4,926 -24%
SFS
753
Sowell Financial Services
Arkansas
$1.65M +$164K +1,543 +11%
SAM
754
Sawgrass Asset Management
Florida
$1.65M +$562K +5,301 +52%
NP
755
NorthRock Partners
Minnesota
$1.64M -$292K -2,752 -15%
EM
756
Excalibur Management
Massachusetts
$1.64M +$174K +1,643 +12%
BHBT
757
Burke & Herbert Bank & Trust
Virginia
$1.63M -$2.44K -23 -0.1%
OPA
758
Old Port Advisors
Maine
$1.63M +$323K +3,042 +25%
MAFM
759
Mid Atlantic Financial Management
Pennsylvania
$1.62M +$40.5K +382 +3%
SCI
760
S&CO Inc
Massachusetts
$1.62M – – –
BFO
761
Boston Family Office
Massachusetts
$1.62M – – –
PPSG
762
Princeton Portfolio Strategies Group
New Jersey
$1.61M – – –
MGIA
763
Matthew Goff Investment Advisor
Texas
$1.61M -$22.2K -209 -1%
HDIM
764
Hanson & Doremus Investment Management
Vermont
$1.6M -$65.2K -615 -4%
ZIG
765
Zurich Insurance Group
Switzerland
$1.6M – – –
KIA
766
KCM Investment Advisors
California
$1.6M +$262K +2,466 +20%
CAMG
767
CWA Asset Management Group
Florida
$1.6M +$546K +5,151 +52%
WSTAM
768
Wilbanks Smith & Thomas Asset Management
Virginia
$1.59M -$119K -1,119 -7%
ZIC
769
ZWJ Investment Counsel
Georgia
$1.58M -$5.62K -53 -0.4%
DS
770
DRW Securities
Illinois
$1.57M +$1.57M +14,798 New
IIM
771
Ipswich Investment Management
Massachusetts
$1.57M +$33.3K +314 +2%
NA
772
Navellier & Associates
Nevada
$1.56M -$1.59K -15 -0.1%
EH
773
Employers Holdings
Nevada
$1.56M -$204K -1,925 -12%
BA
774
Birinyi Associates
Connecticut
$1.55M -$948K -8,943 -38%
CIM
775
CenturyLink Investment Management
Colorado
$1.55M +$128K +1,211 +9%
29 30
31
32 33