IBM icon

IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
751
Sonora Investment Management
Arizona
$2.02M +$112K +927 +6%
IMOV
752
Investment Management of Virginia
Virginia
$2.01M -$29.1K -242 -1%
LIM
753
Longfellow Investment Management
Massachusetts
$2M +$2M +16,612 New
RVM
754
Robinson Value Management
Texas
$2M +$2M +16,621 New
Carson Wealth (CWM LLC)
755
Carson Wealth (CWM LLC)
Nebraska
$2M – – –
CSPIA
756
Cary Street Partners Investment Advisory
Virginia
$1.99M -$2.03M -16,840 -50%
RMSCM
757
R.M. Sincerbeaux Capital Management
New York
$1.99M -$12.6K -105 -0.6%
ZIC
758
ZWJ Investment Counsel
Georgia
$1.97M +$165K +1,374 +9%
JWCA
759
J.W. Cole Advisors
Florida
$1.96M -$1.66M -13,786 -46%
JWCA
760
J.W. Coons Advisors
Ohio
$1.95M -$35.3K -293 -2%
CAMG
761
CWA Asset Management Group
Florida
$1.95M +$45.3K +376 +2%
Jones Financial Companies
762
Jones Financial Companies
Missouri
$1.93M +$1.18M +9,827 +159%
SAM
763
Sawgrass Asset Management
Florida
$1.93M -$6.38K -53 -0.3%
FNBOO
764
First National Bank of Omaha
Nebraska
$1.92M -$79.2K -658 -4%
OLA
765
Oliver Luxxe Assets
New Jersey
$1.92M -$166K -1,348 -8%
CIAS
766
Capital Investment Advisory Services
North Carolina
$1.92M +$199K +1,656 +12%
SVWAG
767
Sound View Wealth Advisors Group
Georgia
$1.91M -$985K -8,183 -34%
BBNA
768
Bremer Bank National Association
Minnesota
$1.91M +$13.5K +112 +0.7%
FCH
769
Freestone Capital Holdings
Washington
$1.9M +$114K +946 +6%
PI
770
Pettee Investors
Connecticut
$1.9M +$73.6K +612 +4%
AHB
771
Abner Herrman & Brock
New Jersey
$1.89M -$6.26K -52 -0.3%
MHS
772
M Holdings Securities
Oregon
$1.88M +$1.88M +15,636 New
OAM
773
Optimal Asset Management
California
$1.87M – – –
LWAC
774
Laurel Wealth Advisors (California)
California
$1.87M -$192K -1,598 -9%
CA
775
Clearstead Advisors
Ohio
$1.86M +$187K +1,556 +11%
29 30
31
32 33