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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 %
CI
751
CX Institutional
Indiana
$1.89M +$415K +3,600 +28%
FNBOO
752
First National Bank of Omaha
Nebraska
$1.88M -$157K -1,364 -8%
ACP
753
Ashfield Capital Partners
California
$1.86M -$8.43K -73 -0.5%
SMFG
754
Sumitomo Mitsui Financial Group
Japan
$1.86M -$18.7K -162 -1%
JWCA
755
J.W. Cole Advisors
Florida
$1.86M +$1.86M +16,123 New
HIC
756
Holderness Investments Company
North Carolina
$1.86M +$28.6K +248 +2%
CBN
757
Cadence Bank NA
Texas
$1.86M +$229K +1,985 +14%
ED
758
Exane Derivatives
France
$1.86M -$3M -26,009 -62%
SAM
759
Sawgrass Asset Management
Florida
$1.85M +$58.7K +508 +3%
BJL
760
Brighton Jones LLC
Washington
$1.85M +$9.93K +86 +0.5%
Cerity Partners
761
Cerity Partners
New York
$1.84M -$4.74M -41,035 -72%
CT
762
Cambridge Trust
Massachusetts
$1.83M -$123K -1,019 -6%
LJAC
763
L.J. Altfest & Co
New York
$1.82M +$154K +1,336 +9%
AHB
764
Abner Herrman & Brock
New Jersey
$1.82M +$576K +4,986 +46%
BC
765
Brinker Capital
Pennsylvania
$1.82M +$434K +3,755 +31%
KIA
766
KCM Investment Advisors
California
$1.81M +$68.3K +592 +4%
LWM
767
Laidlaw Wealth Management
New York
$1.8M +$150K +1,295 +9%
MIM
768
Marco Investment Management
Georgia
$1.8M +$223K +1,935 +14%
DIP
769
DT Investment Partners
Pennsylvania
$1.79M +$225K +1,951 +14%
ZIC
770
ZWJ Investment Counsel
Georgia
$1.78M +$67K +580 +4%
HI
771
HBK Investments
Texas
$1.78M +$1.78M +15,379 New
BHBT
772
Burke & Herbert Bank & Trust
Virginia
$1.77M – – –
IEFM
773
IQ EQ Fund Management
Ireland
$1.77M +$146K +1,261 +9%
TSS
774
Two Sigma Securities
New York
$1.77M +$1.42M +12,328 +416%
SCI
775
S&CO Inc
Massachusetts
$1.76M – – –
29 30
31
32 33