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
Name Holding Trade Value Shares
Change
Shares
Change %
CT
751
Cambridge Trust
Massachusetts
$1.82M +$49.5K +425 +3%
MIM
752
Marco Investment Management
Georgia
$1.82M +$3.03K +26 +0.2%
DT
753
Diversified Trust
Tennessee
$1.81M +$725K +6,231 +67%
OAM
754
Optimal Asset Management
California
$1.8M -$687K -5,905 -28%
TNB
755
TCF National Bank
South Dakota
$1.8M +$40.1K +345 +2%
DSC
756
Duncker Streett & Co
Missouri
$1.79M +$74.4K +640 +4%
HI
757
Hudock Inc
Pennsylvania
$1.78M -$179K -1,538 -9%
BUB
758
BBVA USA Bancshares
Texas
$1.78M -$468K -4,027 -21%
SCI
759
S&CO Inc
Massachusetts
$1.77M
BHBT
760
Burke & Herbert Bank & Trust
Virginia
$1.77M -$13.3K -114 -0.7%
PI
761
Pettee Investors
Connecticut
$1.77M +$8.02K +69 +0.5%
WSTAM
762
Wilbanks Smith & Thomas Asset Management
Virginia
$1.77M +$72.8K +626 +4%
RFWA
763
RPg Family Wealth Advisory
Massachusetts
$1.76M +$105K +902 +6%
SIS
764
Sound Income Strategies
Florida
$1.76M +$1.51M +13,006 +605%
ACP
765
Ashfield Capital Partners
California
$1.76M -$122K -1,052 -7%
BMA
766
Brooks Moore & Associates
Tennessee
$1.75M +$681K +5,858 +64%
AWM
767
Altium Wealth Management
New York
$1.75M -$277K -2,384 -14%
BOTW
768
Bank of the West
California
$1.75M -$167K -1,433 -9%
ZIC
769
ZWJ Investment Counsel
Georgia
$1.74M -$56.6K -487 -3%
GIA
770
GHP Investment Advisors
Colorado
$1.73M +$377K +3,241 +28%
GLA
771
Great Lakes Advisors
Illinois
$1.73M +$53.6K +461 +3%
FCH
772
Freestone Capital Holdings
Washington
$1.73M +$72.9K +627 +4%
RCAG
773
Rehmann Capital Advisory Group
Michigan
$1.73M -$656K -5,638 -27%
CAM
774
CenterStar Asset Management
Illinois
$1.71M -$3.86M
RA
775
RFG Advisory
Alabama
$1.71M +$71.2K +612 +4%